Client And Matter Management

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Client And Matter Management: Efficiently Manage Your Matters

MatterSphere Case Study Lander & Rogers

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

Contact Management

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 »

Client Portal

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 »

MatterSphere Also Can Help You With:

Document Management
Efficiency Tools
Extensibility Tools

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