Matter Management
As the core element to a legal department's information management strategy, a matter management system should provide in-house attorneys with all of the tools necessary to help them monitor and manage their matters on a day-to-day basis.CaseTrack's Matter Management Module tracks information on each "matter" handled by the legal department, whether it is a contract, lawsuit, lease, claim or any other type of legal matter. The information is captured through specific fields located on the Matter form (e.g., matter type, matter sub-type, date opened, matter class, matter description) and organized under seven different tabs to make it easy to find and review items of interest.
Other Key Features in the Matter Management Module
- Built-in status tracking and reporting feature for significant matters.
- Related matter feature through which any number of independent matters can be linked to a primary/master matter.
- Easily customized to capture information on a variety of matter types, allowing you to tailor the matter management system to the needs of different legal department users.
- Tools for communicating and tracking information on matters subject to a legal hold.
- A "Jump" feature providing direct and immediate access to all other matter-related information (e.g., matter dates/events, firm invoices, attorney notes) in the system.
