Xakia Blog

Offering Simple, Practical Information For Legal Departments

What is Modern Matter Management?

November 3 2021 by Jodie Baker

As the global economy starts to stabilize, most organizations are getting out of triage mode and Legal Departments are looking at their operations to ensure they have the right technology in place to help create and retain productive and functional teams. 

“Matter management,” in some form or another, has existed as long as lawyers have walked the Earth. It has undertaken a slow evolution, from parchment to file folders to spreadsheets to software. (And let’s be honest, there are still plenty of legal teams getting by on file folders and spreadsheets.) 

Analog or digital, traditional matter management is based on four primary steps of a legal project, as outlined by the Corporate Legal Operations Consortium: 

INTAKE > PLANNING > EXECUTION > REVIEW 

As milestones, these four steps are critical. But it’s what lies between them – and the interplay among them – that can truly transform Legal Department service, performance, results, and morale. 

If traditional matter management resembled a conveyer belt, modern matter management is an ecosystem, tying together the steps in a project’s life cycle with information and communication: 

  • How can Intake expedite Execution? 
  • How can Review seamlessly feed future Planning? 
  • How can business clients stay updated automatically? 

This guide is designed to help Legal Departments of one to 1,000 understand their options for modern matter management.  

You will learn: 

  • Signs you need modern matter management 
  • Key features to evaluate (and a checklist to help) 
  • How to implement modern matter management 
  • How to evaluate ROI – and keep improving 

If you’re struggling with spreadsheets (or still frustrated by file folders), a better way awaits.   

Transform your legal team's service, performance, results, and morale - download the Modern Matter Management eBook to get started. 

Download Modern Matter Management eBook

In-House Legal Data Analytics

Interested in legal data analytics but not sure where to start?

This eBook will give you a simple, visual understanding of what you can do first - and easily - to get started.

Download eBook