Workstorm Matter Management

Comprehensive Dashboards

The platform’s dashboards provide you with an overview of ongoing matters, deadlines, and tasks related to your book of business. With everything centralized, you feel prepared to tackle the complexities of managing a large volume of matters and ready to maximize time with clients. The ability to communicate securely and track all matters throughout the day empowers you to maintain a proactive approach, allowing you to focus on delivering top-quality legal counsel for your clients.

Integration and Workflow

Take a moment to catch up on emails from Workstorm because the app integrates with Microsoft 365. You see an email from your client requesting you review new documentation. Create a task directly from an email, which reduces manual tracking of upcoming tasks. Later, you check alerts and see that your associate tagged you into a contract review. Click on the alert and immediately understand the context of the task and matter, as well as, what needs to be done next.

Secure Client Access

As part of onboarding a new client, it is easy to securely invite clients into private channels to communicate, share and access files, and review tasks.

During a meeting, you and your client discuss merits of the case and walk through several long documents. You determine they need to bring in the client’s head of compliance. You can easily add additional guests to the meeting and channel.

After the meeting, you use Workstorm’s iManage integration to access relevant documents. You have a secure, private message channel with your client and send a message to confirm receipt of eDiscovery docs. Your client has easy access to the message channel and certain files and tasks within the matter. Thus, you and your client can use short form messaging for quick updates rather then send long emails or schedule calls.