Case Management Software

No other Salesforce legal CRM can compare to Matterly when it comes to assigning tasks to employees and tracking their progress.

Schedule a demo to see Matterly in action – we’ll show you how effective matter assignment management is essential for law firm automation.

A law firm needs a matter assignment software to improve efficiency, resource allocation, and overall management of legal matters. Implementing such software can provide various benefits, including:

legal time tracking software

Why Does A Law Firm Need A Matter Assignment Software?

  1. Streamlined matter assignment: Matter assignment software can automate the process of assigning cases to attorneys based on factors such as availability, expertise, and workload. This reduces the time spent on manual allocation and ensures a more efficient distribution of tasks.
  2. Improved resource utilization: By matching the right attorney to the right case based on expertise and experience, matter assignment software ensures that law firms make optimal use of their resources, leading to better outcomes and higher client satisfaction.
  3. Enhanced collaboration: The software can facilitate better communication and collaboration among team members by providing a centralized platform where attorneys can easily access case-related information, updates, and documents.
  4. Monitoring and tracking: Matter assignment software can help law firms track the progress of individual cases and monitor attorney workload, enabling managers to identify bottlenecks or areas where additional resources may be needed.
  5. Increased transparency: The software provides visibility into case assignments, helping to ensure fair and equitable distribution of work across the firm. This can also help build trust and improve morale among staff.
  6. Data-driven decision-making: Matter assignment software can generate valuable insights and data on resource allocation, case outcomes, and attorney performance. Law firms can use this information to make data-driven decisions and improve overall operational efficiency.
  7. Better client management: By assigning cases to the most suitable attorneys, the software helps ensure that clients receive the best possible representation. This can lead to higher client satisfaction, better outcomes, and increased client retention.
  8. Reduced risk of conflicts of interest: The software can help identify and manage potential conflicts of interest, ensuring that the firm remains compliant with ethical guidelines and professional standards.
  9. Scalability: As the law firm grows, matter assignment software can easily scale to accommodate an increased workload, ensuring that case assignments continue to run smoothly and efficiently.
  10. Time and cost savings: By automating the matter assignment process, the software can help reduce administrative tasks and save both time and money. This allows law firms to focus on their core competencies and deliver better value to their clients.

Matter Management Made Easy

  • With matterly you have the ability to assign multiple team members to multiple tasks within the same matter
  • Team members can be assigned varying billing amounts not only by matter, but by individual task
  • Enjoy full visibility of your law firms progress in every area 

  • With time tracking and matter assignment so defined and tracked, billing later is a breeze

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Main Benefits Of Using Case Management Software For Your Law Firm

  1. Improved Organization: Case management software provides a centralized platform for storing all case-related information, including client details, case notes, deadlines, and documents. This makes it easy for your team to find and access the information they need, reducing time spent on administrative tasks and enhancing productivity.

  2. Efficient Task Management: With case management software, you can assign tasks, track progress, and set reminders or deadlines. This keeps everyone on the same page and ensures no task or deadline is overlooked. It facilitates efficient workflow, promotes accountability, and boosts overall case management.

  3. Enhanced Collaboration: Case management software allows multiple team members to access and work on a case simultaneously. It facilitates real-time collaboration and updates, improving communication and coordination among team members. This can be especially beneficial for larger firms or those with remote teams.

  4. Reduced Risk: By automating many aspects of case management, the software reduces the risk of human error, such as missing deadlines or losing important documents. It also allows for efficient conflict checks, helping to ensure your firm stays compliant with ethical and legal standards.

  5. Data-Driven Insights: Many case management software solutions include reporting and analytics features. These tools can provide valuable insights into your firm’s performance, such as which types of cases are most profitable, how long cases take to resolve, and where there may be bottlenecks in your processes. These insights can inform strategic decision-making and drive continuous improvement.