Matter Management

There may not be a department in any business where organization and management of documents is more important than in the legal department, and it’s not just paperwork related to cases. There’s more to the department than that, but the documents are just as critical. That’s why matter management software was developed in the first place. Unfortunately, because it has been focused on getting data into a system, it has often gone unused.

That’s what makes Onit’s matter management solution different. It’s built around the way your employees work, meaning our software gets used. We combine powerful collaboration and workflow capabilities to make a truly unique user experience on a platform that is highly configurable and adaptable to the unique needs of the most innovative legal departments.

By housing all the relevant data for legal matters in one location, our matter management solution acts like a system of record for all types of sensitive information and delivers clarity about your overall matter portfolio while providing real-time data and dashboards so you can monitor and track all your matters throughout their lifecycle. Legal team members gain immediate access to critical matter, financial, and performance metrics.

Benefits

Easy Data Capture and Management

All matters are assigned a unique email address so adding status updates, correspondence and notes is simple. Critical information can be captured in just one click, and, as new information, tasks, and documents are added, team members are kept up to date with email notifications.

Centralized Storage

All matter and matter-related information is stored in one central repository making it easily accessible for your team.

Robust Search Capabilities

Full-text search is available on all information—including documents, transaction details, emails or notes—making it easy to get what you need, when you need it.

Guaranteed Compliance

All legal matters and documents are consolidated to enforce consistency and compliance.

Matter Intake Forms

Custom intake and data forms for multiple matter types (i.e. litigation, employment, intellectual property, claims, etc.) can support context-sensitive data capture. Fields may be configured by matter type and reminders can be based on business rules.

Flexible Workflow

Workflow can be configured relative to the matter type, dollar amount or by specific business rules.

Mobile Accessible

Users can access all functionality and approve matters from their mobile phones or smart tablets.

Spend Tracking

Team members have the flexibility to track spend by matter, matter type or law firm. You can also manage budgets by individual matter or by a specific vendor.

Lauren Giammona

Director of Operations, Business Affairs & Legal, PayPal

"The team enhanced spend management capabilities to enable the ops team to work smarter, depreciating matter management “systems” like spreadsheets and SharePoint lists in favor of one ELM system of record that actually allowed for creating common processes and automation."