Project management designed for in-house counsel

Centralize legal workflow and project management while automating process and collaboration

Integrative Project Management Software Features

A single dashboard enables in-house counsel to organize projects, matters, tasks, and documents into one central location, facilitating secure and efficient collaboration with both internal teams and external law firms. Built-in compliance modules help law firms maintain legal and regulatory compliance.

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Gain visibility into all tasks related to ongoing legal matters. Assign tasks to team members and outside counsel, manage upcoming deadlines, and analyze productivity through detailed reporting. Reporting highlights productivity, resource allocation, and deadlines, which impacts future decision making and predicting outcomes.

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Workstorm’s private-by-default channels associate communications by specific legal matters and initiatives, offering secure collaboration between in-house counsel, internal stakeholders, and external law firm representatives. Teams can collaborate in real-time, share files, create tasks, and initiate video conferences seamlessly.

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Organize legal and compliance documents and keep files top of mind and easily accessible. A centralized repository can house contracts, compliance guidelines, and previous case files, enabling legal teams to improve efficiency and response quality. Document sharing capabilities facilitate effortless dissemination of crucial legal information among team members and external partners. Integration with document management systems like Microsoft 365, Google Workspace, iManage, Box, and Dropbox keep everyone connected.

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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

Legal matter management software is essential for law firms and legal departments to organize, track, and manage legal cases and matters. It helps legal professionals streamline workflows associated with case management, including document management, time tracking, task management, and client communications.

Yes. External parties, such as clients or consultants can be assigned a task. External parties will only have access to the tasks they’ve been assigned. External parties may also be added to channels within a Workstream for quick communication that answers questions or shares updates.

Workstreams is Workstorm’s matter management feature that gives law firms the ability to manage each case from a single dashboard. Within each dashboard, a legal professional can see the details of the matter, a calendar view of upcoming and overdue tasks, files, tasks, and communication channels. A matter admin can create templates of tasks for quick deploying of a new matter. All internal and external users can view the tasks that the matter admin assigns to them. Matter admins can set priority level and due dates for tasks and assignees of tasks can update the task status.

The best legal matter management software is a solution that was built in collaboration with top AmLaw firms. As a legal matter management software, Workstorm offers inclusive task management coupled with native collaboration features. The result is an all-in-one legal software for law firms of all sizes.