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Law

Matter Operations software for Law Firms

Review 8 matter operations workflows for law firms, including Client briefing tracker and New matter risk intake.

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01

Matter intake and triage board

Law teams use matter intake and triage board as a operations application for matter operations work. A role-based operations queue helps teams prioritize, assign, review, and close work while retaining a clear service history. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Matter intake and triage board application for Law, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Matter intake and triage board. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Operations queue: Matter intake and triage board
  • Primary record: Matter MAT-4341
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Privilege, filing, and review evidence
Request a tailored demo

02

Client briefing tracker

Law teams use client briefing tracker as a record workspace for matter operations work. A unified record workbench places the subject, related activity, accountable owner, decisions, and evidence in one maintainable workspace. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Client briefing tracker application for Law, showing record workbench, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Client briefing tracker. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Record workbench: Client briefing tracker
  • Primary record: Matter MAT-5229
  • Current state: In progress
  • Next action: Update record
  • Evidence: Privilege, filing, and review evidence
Request a tailored demo

03

Conflict-of-interest check queue

Law teams use conflict-of-interest check queue as a operations application for matter operations work. A role-based operations queue helps teams prioritize, assign, review, and close work while retaining a clear service history. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Conflict-of-interest check queue application for Law, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Conflict-of-interest check queue. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Operations queue: Conflict-of-interest check queue
  • Primary record: Matter MAT-1786
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Privilege, filing, and review evidence
Request a tailored demo

04

Case priority assignment

Law teams use case priority assignment as a operations application for matter operations work. A role-based operations queue helps teams prioritize, assign, review, and close work while retaining a clear service history. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Case priority assignment application for Law, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Case priority assignment. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Operations queue: Case priority assignment
  • Primary record: Matter MAT-1004
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Privilege, filing, and review evidence
Request a tailored demo

05

Engagement lifecycle dashboard

Law teams use engagement lifecycle dashboard as a monitoring dashboard for matter operations work. An operational command center combines live status, service indicators, exceptions, ownership, and response evidence in one view. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Engagement lifecycle dashboard application for Law, showing command center, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Engagement lifecycle dashboard. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Command center: Engagement lifecycle dashboard
  • Primary record: Matter MAT-5542
  • Current state: Monitoring
  • Next action: Open active alert
  • Evidence: Privilege, filing, and review evidence
Request a tailored demo

06

Discovery conference prep workflow

Law teams use discovery conference prep workflow as a record workspace for matter operations work. A unified record workbench places the subject, related activity, accountable owner, decisions, and evidence in one maintainable workspace. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Discovery conference prep workflow application for Law, showing record workbench, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Discovery conference prep workflow. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Record workbench: Discovery conference prep workflow
  • Primary record: Matter MAT-7319
  • Current state: In progress
  • Next action: Update record
  • Evidence: Privilege, filing, and review evidence
Request a tailored demo

07

New matter risk intake

Law teams use new matter risk intake as a review and decision workspace for matter operations work. An approval and exception desk makes review criteria, supporting evidence, ownership, and the next accountable decision visible together. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative New matter risk intake application for Law, showing approval desk, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of New matter risk intake. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Approval desk: New matter risk intake
  • Primary record: Matter MAT-8475
  • Current state: Decision required
  • Next action: Record decision
  • Evidence: Privilege, filing, and review evidence
Request a tailored demo

08

Hearing calendar readiness board

Law teams use hearing calendar readiness board as a planning workspace for matter operations work. A planning board connects demand, constraints, assignments, milestones, and release-ready decisions without relying on disconnected spreadsheets. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Hearing calendar readiness board application for Law, showing planning board, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Hearing calendar readiness board. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Planning board: Hearing calendar readiness board
  • Primary record: Matter MAT-1405
  • Current state: Plan at risk
  • Next action: Publish plan
  • Evidence: Privilege, filing, and review evidence
Request a tailored demo