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Matter Workflow
Matter Workflow

Automate the Matter Process

Increase efficiencies when running matters.

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workflows

Keep matters on track and according to plan

Templated Tasks

Define the steps and tasks required throughout the lifecycle of a matter.

Workflow per Practice Area

Streamline your matter process by creating a workflow per practice area.

Process Matters in a Uniform Manner

Check off tasks when they are completed, ensuring matters are run your way.

Explore All Features

  • Matter Management

    Matter Management

  • Group 2911

    Matter Workflow

  • task management

    Task Management

  • Mask group

    OmniSearch

  • contact management

    Contact Management

  • Document Management-1

    Document Management

  • Document automation

    Document Automation

  • Document automation

    Briefs

  • Connect Outlook-2

    Email Management

  • Outlook Addin

    Outlook Add-in

  • Time Fee Expense Management

    Time, Fee & Expense Management

  • Billing

    Billing

  • Mask group (7)-1

    Trust Accounting

  • mobile-2

    Mobile Legal Software

  • Group 2913-1

    Security

  • Reports and Dashboards

    Reports and Dashboards

  • Group 2925-1

    Marketplace Documents

  • Group 2914-1

    Marketplace Integrations

  • Mask group (9)-1

    Marketplace Services

  • Group 2919-1

    Marketplace Modules

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Trusted by

Trusted by

Trusted by

Trusted by

Trusted by

Trusted by

Trusted by

Trusted by

Trusted by

sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape
sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape
sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape
sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape
sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape
sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape

Simplify Your Mattters

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