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Law

Matter Operations software for Law Firms

Review 6 matter operations workflows for law firms, including Client briefing tracker and Case priority assignment.

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01

Matter intake and triage board

Law teams could use matter intake and triage board to coordinate matter operations work from one role-based surface. A role-based operations queue could help teams prioritize, assign, review, and close work while retaining a clear service history. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Operations queue
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Matter intake and triage board application for Law, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Matter intake and triage board. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • Operations queue: Matter intake and triage board
  • Primary record: Matter MAT-4341
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Privilege, filing, and review evidence
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02

Client briefing tracker

Law teams could use client briefing tracker to coordinate matter operations work from one role-based surface. A unified record workbench could place the subject, related activity, accountable owner, decisions, and evidence in one maintainable workspace. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Record workbench
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Client briefing tracker application for Law, showing record workbench, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Client briefing tracker. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • Record workbench: Client briefing tracker
  • Primary record: Matter MAT-5229
  • Current state: In progress
  • Next action: Update record
  • Evidence: Privilege, filing, and review evidence
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03

Conflict-of-interest check queue

Law teams could use conflict-of-interest check queue to coordinate matter operations work from one role-based surface. A role-based operations queue could help teams prioritize, assign, review, and close work while retaining a clear service history. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Operations queue
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Conflict-of-interest check queue application for Law, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Conflict-of-interest check queue. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • Operations queue: Conflict-of-interest check queue
  • Primary record: Matter MAT-1786
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Privilege, filing, and review evidence
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04

Case priority assignment

Law teams could use case priority assignment to coordinate matter operations work from one role-based surface. A role-based operations queue could help teams prioritize, assign, review, and close work while retaining a clear service history. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Operations queue
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Case priority assignment application for Law, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Case priority assignment. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • Operations queue: Case priority assignment
  • Primary record: Matter MAT-1004
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Privilege, filing, and review evidence
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05

Engagement lifecycle dashboard

Law teams could use engagement lifecycle dashboard to coordinate matter operations work from one role-based surface. An operational command center could combine live status, service indicators, exceptions, ownership, and response evidence in one view. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Command center
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Engagement lifecycle dashboard application for Law, showing command center, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Engagement lifecycle dashboard. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • Command center: Engagement lifecycle dashboard
  • Primary record: Matter MAT-5542
  • Current state: Monitoring
  • Next action: Open active alert
  • Evidence: Privilege, filing, and review evidence
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06

Discovery conference prep workflow

Law teams could use discovery conference prep workflow to coordinate matter operations work from one role-based surface. A unified record workbench could place the subject, related activity, accountable owner, decisions, and evidence in one maintainable workspace. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Record workbench
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Discovery conference prep workflow application for Law, showing record workbench, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Discovery conference prep workflow. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • Record workbench: Discovery conference prep workflow
  • Primary record: Matter MAT-7319
  • Current state: In progress
  • Next action: Update record
  • Evidence: Privilege, filing, and review evidence
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