Matter management designed for legal workflows
Workstreams centralize matter workflow and project management while aligning with information governance policies
Workstreams for Legal Matter Workflow
- Manage matters with comprehensive dashboards
- Track tasks and manage workloads
- Centralize collaboration with internal and external parties for secure deal rooms, depositions, witness prep, and expert witness consultations
- Quickly deploy managed Workstreams with templates
- Manage role-based access for each matter stream
- Set custom retention and compliance policies by matter
- Organize matter details and documents with iManage, NetDocs, Microsoft 365, and Google Workspace integrations
- Reduce billing discrepancies and tie short form messaging and meetings into billing systems to improve time tracking
- Improve client experience and enable clients to securely access files and communicate with legal teams
Matter Management Software Features
A single dashboard to manage matters gives legal teams the power to organize tasks, channels, and files into one central location and collaborate securely and efficiently. Built-in compliance modules help law firms maintain legal and regulatory compliance.
Gain visibility into all tasks related to a single matter and assign tasks to colleagues and external guests. See all upcoming and overdue tasks from the task dashboard or calendar view. Matter admins can create a set of templated tasks by matter type. Reporting highlights productivity, resource allocation, and deadlines, which impacts future decision making and predicting outcomes.
Workstorm’s private-by-default channels associate communications by matter and offer secure collaboration with internal and external stakeholders. Through channels, teams can collaborate, share files, create tasks, and start a video conference with one click.
Organize files by matter and keep critical documents top of mind and easy to find. Legal teams are confident they are working from the latest drafts and have the necessary information to move projects along. Integration with document management systems like Microsoft 365, Google Workspace, iManage, Box, and Dropbox keep everyone connected.
Role-based access separates information governance personnel from the details of the matter
Governance Administrators specify the Workstreams by matter, apply compliance and retention polices, and segregate information
Matter Administrators manage Workstreams for the matter and control who has access to pertinent information and files
Legal Matter Management Software FAQs
Improve your Firm’s Matter Management Capabilities
Workstorm offers a solution to some of the legal industry’s most common challenges related to collaboration and matter management.
Optimize Matter Management
As measurements of productivity continue to evolve, effective matter management is no longer a convenience, it is a necessity. This whitepaper explores key components of a productive matter management framework that enhances internal operations and client outcomes.
Secure Collaboration
Workstorm offers secure collaboration, which means you control who gains access to matter channels and can share information on a need-to-know basis. Control messaging, video conferencing, file sharing, email, and virtual meetings from one central command center.