Matter management 101: the groundwork for effective legal operations

Want a framework that brings compliance and control without the chaos?

Legal workloads are rising. Budgets aren’t. Errors, delays, and compliance risk pile up, especially when tracking matters is fuzzy. Smarter tracking means fewer surprises, faster answers, and cleaner compliance across every matter.

In this guide, we cover the fundamentals of matter management and how to build a framework that improves efficiency, reduces risk, and gives your team clarity from start to finish.

What you’ll learn:

• The 7 core components of matter management, from document organization to risk management
• How to standardize workflows and tasks to save time and avoid costly delays
• Practical steps for organizing, tracking, and reporting matters
• Why matter management is essential for turning legal ops into a strategic business partner

Why this matters for legal ops:

• Control spend. Know where every dollar goes, prevent overbilling, and manage vendor invoices with ease.
• Save time. Ditch manual workflows and repetitive tasks so your team can focus on strategy.
• Reduce risk. Enforce consistent guidelines, stay audit-ready, and avoid missed obligations.