Elite is the leading global provider of an end-to-end enterprise business management solution, which allows law firms and professional services organizations to run all operational aspects of their firms, including business development, risk management, client and matter management, and financial management. For more information, visit Elite.
Latest Version of MatterSphere provides new interface and additional Admin Kit functionalities
March 15, 2016
Thomson Reuters Elite, part of Thomson Reuters Legal, today announced the release of MatterSphere7.1, the latest version of the matter management component of the Elite Client & Matter Management offerings. MatterSphere 7.1 gives clients a more intuitive and user friendly experience with a new user interface and customizable navigation tree menus. Client & Matter Management is an integral segment of the Elite Enterprise Business Management Solution, a comprehensive suite designed to help clients manage every aspect of their businesses. MatterSphere ensures consistent, repeatable matter workflow processes that keep your teams all working productively and profitably toward the same goal.
“The newest version of MatterSphere gives our clients an improved user interface that more closely resembles Microsoft® Office®,” said Elisabet Hardy, vice president of Product Management at Elite. “Since MatterSphere is woven into Microsoft Outlook®, Word®, and Excel®, it’s important that our clients have a cohesive and unified experience as they manage their day-to-day activities. This release achieves that.”
In addition to an enhanced user interface, the latest version of MatterSphere includes updates to the Admin Kit that provide more control and efficiency around matters for firm administrators. New search functionality helps administrators more quickly find what they need, such as certain areas of functionality. In addition, using the customized My Favourites or Last 10 accessed lists allows users to quickly access frequently used functionality. Administrators also now have the ability to update multiple configurable types at the same time. For example, they can make changes to a bunch of matters all at once, resulting in saved time and greater efficiency.
Other enhancements include the introduction of client statuses. With the ability to lock down features depending on the status of a matter, user inputs will be more accurate. Using the matter status, users can control the creating and editing of Time Recording records, creating and editing documents, creating appointments, creating associates, and processing task flow tasks and stages. Client status can control creating and editing of Time Recording records and the creation of matters.
“Introducing these improvements, provides our clients with an easier to use solution, while saving time, and delivering greater clarity around their business,” added Hardy.
MatterSphere is a robust client and matter management system that provides firms with a single, unified way to view and manage day-to-day activities. Built entirely within the familiar Microsoft® Office environment, MatterSphere automates and standardizes manual processes with built-in workflows and allows lawyers to easily manage clients, matters, and all associated details in a familiar interface. As part of the Thomson Reuters Elite family of innovative solutions for professional services firms, MatterSphere provides a strong enterprise-class solution with limitless functionality that helps firms unify the entire matter lifecycle, from beginning to end. For more information, visit the Elite Client & Matter Management page.