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Legal Matter Management Template

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Legal Matter Management Template
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Stackby's legal matter management template is designed to track and monitor legal matter portfolios. It provides real-time data and views so you can monitor and track all your legal matters throughout their lifecycle. With this template, all your legal team members will have immediate access to all the legal matters and their corresponding clients.

What is Legal Matter Management?

They say that the law is a team sport. Every legal matter requires different stakeholders within the legal department as well as external to the organization. This is why legal matters need to be managed with attention and diligence. Legal matter management or matter management involves the various activities that surround a corporate legal practice. For example, litigation, contracts, transactions, claims, legal research, etc. It is unlike case management, which refers to the activities specific to a law firm.

Different aspects of legal matter management include:

Documents: Every legal matter involves a certain set of documents like contracts, licenses, emails, letters, etc. For comprehensive document organization, our digital asset management template can complement your legal document workflow.

Knowledge: The legal teams must have the knowledge of every case at their fingertips and this can only be possible with quick access to the legal matters.

Collaboration: The legal teams must work in collaboration on different legal matters. Similar to how teams collaborate in project resource management, legal teams need seamless coordination.

Workflow: Most legal matters involve a series of steps and stages depending on the circumstances of the matter.

Spendings: A legal matter might involve a budget when a third-party council is allowed. Track expenses effectively with our commission tracking template for fee-based arrangements.

Reporting: It is not only important to have quick access to all the legal matter information, but that information must be easily reportable.

Why should you use Stackby's Legal Matter Management Template?

Legal teams across the globe are looking for a centralized, automated, and streamlined approach to manage their data. Our legal matter management template eliminates many barriers for legal teams through the following ways:

  • Providing an efficient system for managing the outside counsel
  • Improving the user productivity by easy integration with other applications
  • Reducing the time spent in storing and organizing legal documents
  • Automated notifications for any changes made in the system
  • Enhancing collaboration in real-time across the team
  • Providing safe and secure means of document handling

Just as business contract management streamlines commercial agreements, this template provides structure for all legal matters.

Who can use Stackby's Legal Matter Management Template?

This template is perfect for legal teams, legal service providers, law firms, legal case managers, legal operations managers, and administrative staff. Whether you're running a small practice or managing an enterprise legal department, this template adapts to your needs.

For specialized legal workflows, you might also benefit from our legal client intake form to streamline new client onboarding, or our legal case analysis template for detailed case evaluation.

How will Stackby's Legal Matter Management Template Help you?

This template includes different tables to store and organize your data for clients, documentation, and billings. We have also included specific views that will help you visualize your legal matter data in a better way. Here's what you can do by using this template:

  • Keep a track of all the legal matters being handled by you/your team
  • Add descriptions for every legal matter you are handling
  • Specify the type of legal matter being handled (Civil, Property, Estate Administration, Criminal, etc)
  • Track the open and close dates of the legal matters
  • Track the total number of hours on each legal matter using time tracking features similar to our contractor time tracker
  • Keep a record of the clients associated with each legal matter (Name, Address, Photo, Email, Phone Number, Billings, Paid Bills, Unpaid Bills, etc)

Document Management Features

  • Manage different types of documents (Legal documents, Letters, Billings, Drafts, etc)
  • Track the creating and receiving dates of the documents
  • Organize files systematically, much like our brand asset management template handles marketing materials

Financial Tracking Capabilities

  • Keep a track of invoices of every client
  • Track the status of invoices (Paid, Not Paid)
  • Monitor billing cycles and payment schedules
  • Generate financial reports for better budget management

For more comprehensive financial oversight, consider integrating with our balance sheet template for complete financial tracking.

Client Management System

  • Add client details using an intake form
  • Keep a track of all the details related to every client (Personal Details, Matter Reason, Work Details, Spouse Details, etc)
  • Maintain client communication logs similar to our call log template
  • Track client satisfaction and case outcomes

Advanced Features

The template also supports:

  • Performance Analytics: Monitor case resolution times and success rates
  • Stakeholder Management: Track all parties involved in each matter, similar to stakeholder analysis
  • Risk Assessment: Identify potential risks and mitigation strategies
  • Compliance Tracking: Ensure all matters meet regulatory requirements

For law firms looking to expand their operational efficiency, our legal case tracking and billing template provides additional billing-focused features that complement this matter management system.

Integration with Other Business Processes

This legal matter management template works seamlessly with other business operations. For instance, if your organization handles purchase approval forms or manages employee performance, the legal template can track any compliance or contractual aspects of these processes.

For organizations with complex approval workflows, consider implementing our raci matrix to clearly define roles and responsibilities in legal matter handling.

Getting Started

Streamline different components of your legal matter management with Stackby's easy-to-use, pre-built template. Whether you're handling corporate litigation, contract negotiations, or regulatory compliance, this template provides the structure and visibility your legal team needs to operate efficiently.

Start organizing your legal practice today and experience the difference that proper matter management can make in your day-to-day operations and long-term success.
 

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