Client And Matter Management: Efficiently Manage Your Matters
New Client and Matter Creation
Onboard new clients and start their initial matters with a few simple clicks.
- Standardize client and matter take-on routines unique to your firm
- Synchronize data back to time and billing system
- Automate startup documents and time capture
- Wizard-driven workflow captures necessary information required to bring a new matter aboard
- Integration with 3E takes advantage of a natural transition in the 3E intake and conflicts resolution processes
Create and maintain a single, global contact repository.
- A single, global contact repository provides centralized storage and access to contact information across the entire firm
- Manage multiple contacts and the details for each matter
- View contacts based on relationships between departments, matters, and documents, which are automatically stored
Read the Lander and Rogers case study: Uncovering the Internal and Client-facing Customization of MatterSphere »
TAILORED PORTAL FOR SECURE, EASY ACCESS FOR CLIENTS
MatterSphere Client Portal
Share documents and data securely with your clients and business partners 24/7.
- Secure, web-based application allows authorized parties to view details about their matters, including any relevant documents, as well as collaborate with their lawyers
- Give your clients 24/7 access to matter milestones and point-in-time reports
- Publish documents to share with clients
- Allow clients to upload and download documents to share with lawyers
- Gain peace of mind with built-in security that lets you control accesss
Learn more about Client Portal »