MatterSphere Matter Management

Revolutionizing Matter Management

MatterSphere transforms matter management operations from end to end by providing firms with a single unified way to view and manage day-to-day activities including clients, cases, workloads, and all related documents and reference materials.

Built within the familiar Microsoft Office environment, MatterSphere automates and standardizes manual processes with built-in workflows, while providing you with complete visibility into your firm’s practice activities. Easy to deploy and run, MatterSphere links seamlessly with your existing front and back office systems, while its modular design means you can choose just the functions you want and add more as you need them. Its smart architecture is designed to naturally evolve as your business does.

Robust Technology Foundation

MatterSphere isn’t like other Office add-ons; in fact, it’s not an add-on at all. It is built completely on Microsoft .NET technology from the ground up. By using a Smart Client approach directly inside Microsoft Office, MatterSphere provides legal professionals with one unified view of information from all firm-wide business areas and data silos within the easy and familiar Microsoft office environment. The result is a strong, enterprise-class solution with limitless functionality for matter management.

Key Features

MatterSphere helps you stay on track with your tasks and actions. You can build smart collaborative workflows, access controls, generate reports, and manage customer relations with an interface that is easy to roll out, configure, and manage. The Key Dates feature allows you to create procedures that track key events and dates, set reminders and review prompts, and tag events with heightened importance.

MatterSphere streamlines the creation, management, and storage of documents by providing a matter-focused view that allows access and organization for a variety of matter-related items—all in one central location. You have full version control, check-in/check-out/lock options, as well as capabilities to preview and compare multiple copies of documents, making editing a much faster process. MatterSphere fully integrates with third-party document management systems including Autonomy WorkSite (iManage) and OpenText ECM (Hummingbird), further automating document workflow and enabling the firm to seamlessly leverage existing system investments.

With MatterSphere, you can streamline document automation with Microsoft Word, Outlook, and Excel. The Document Automation module produces standard templates for the production of documents, paragraphs, and clauses that help increase the accuracy of finished documents and lower the response time from event to output. The Precedent Manager includes all of the default precedent templates used by the core system, such as letterhead used for general correspondence, telephone notes, email templates or financial statements.

Intuitive contact management features allow legal professionals to create and maintain a single, global contact repository. MatterSphere manages multiple contacts and contact details for each matter, providing centralized storage and access to contact information across the entire firm. Contact management extends far beyond simple name and address storage—relationships between departments, matter, and documents are also automatically stored, and each contact can be associated with different files and documents in different capacities. As a result, communication is enhanced, and storage and accessibility of information is improved.

Contact your account representative by completing the Information Request Form at the top of this page or by calling +1 800-977-6529.