As a lawyer, it is essential to work with matter management software that is specifically developed for the legal profession. Key information about a matter such as client details, invoices, recorded hours, work in progress, budget status and reports should be accessible with a single click. Below, you can read what modern matter management software for law firms should offer.
Fast insight with matter management software for lawyers.
Do you want real-time insight into your clients and matters, anytime and anywhere? Then your matter management software should provide clear and continuous access to all relevant information. A powerful and intuitive search function is indispensable. It also helps when activities, invoices and time registration are directly linked to each matter. Quick access to crucial information allows you to respond faster, improve client service and save valuable time.
Matter management software built for legal practice
When choosing matter management software for the legal profession, certain functionalities are essential, such as:
- support for client identification in line with Wwft requirements
- conflict checks
- file handling in accordance with Recofa guidelines
- legal aid matters
- alternative fee arrangements
These are not optional extras, but core requirements for any modern law firm.
Avoid duplication of work
Efficient matter management does not require unnecessary complexity. The software should be intuitive and straightforward. It is especially helpful when known data is prefilled and when fields use logical drop-down options. Information entered once should automatically reappear at matter level and during invoicing, reducing repetitive work and the risk of errors.
Access anywhere
Legal work does not always take place at the office. Matter management software should therefore be accessible anytime and anywhere, whether you are working on a desktop, tablet or smartphone. Secure access and reliable performance are essential, wherever you log in.
Logical click-through
In legal matter management software such as Legalsense, all relevant information is brought together on the matter page. From there, you can easily access client details, related matters and underlying information. You decide how much detail you need at any given moment, without losing overview.
Keep track of tasks and deadlines
Plan, assign and monitor tasks and deadlines with ease. Track progress, involve colleagues where needed and ensure that nothing is overlooked. By automating routine processes and avoiding duplication, you create more time for work that really matters.
Link with DMS or CRM applications
It is important that your matter management software integrates smoothly with your DMS or CRM applications. Client and matter data should not be duplicated, and documents stored in the DMS should be accessible directly from the matter. This way, you work in a connected environment where your matter management software forms the central hub.
Focus on security and privacy
Law firms work with highly sensitive information. Matter management software must comply with the highest security and privacy standards, including GDPR and AVG requirements. Legalsense is ISO 27001 certified, enabling you to work securely at all times, including when working remotely.
