Client & Matter Management

Manage Effectively Throughout the Matter Lifecycle

We’ve revolutionized matter management operations by providing you with a single unified way to view and manage day-to-day activities, including clients, cases, workloads and all related documents and reference materials. With solutions that match the way lawyers and legal offices actually work, you can manage matters effectively through their entire lifecycle, from budget to closing review.

Fully integrated technologies streamline matter workflow, budgeting, and legal project management to save you time and deliver on needed requirements. Standardize and automate new business intake and matter budgeting and profitability while seamlessly linking with existing document management and back office systems. It’s easy to access the data you need anytime, from anywhere. Whether you’re dealing with traditional billable hours or alternative fee arrangements, we have the tools you need to meet client demands while staying cost-effective.

Now you can give your clients the transparency, predictability, and accountability they demand without compromising your profitability. Whether your organization is small, mid-sized, or large, our client and matter management solutions will help you increase profitability and gain a competitive edge.



  • Case and matter management embedded in Microsoft Office
  • Built-in workflow and collaboration tools
  • Document management and assembly
  • Integrates with third party document management systems
  • Mobile access to view and update information


  • Case and matter management integrated with Microsoft Office
  • Document management and assembly
  • Practice area modules
  • In-context legal research
  • Mobile access to view and update information

Contact your Thomson Reuters Elite account representative by completing the Information Request Form or by calling +1 800-977-6529.