Matter Management

SimpleLegal brings all associated matter details and data – documents, events, tasks, vendors, and people – into a system of record for your legal department. And not just for the matters handled by your law firms. A clear and complete view of all matters drives efficiencies and streamlines workflows while making sure that all legal work aligns to the strategic objectives of the business.

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The Ultimate System of Record for Legal

Track internal and external matters – and all associated details, documents, and people – from a centralized database. Easily surface the information you need, when you need it, without wasting time referencing other systems and sources.

A Platform That Works the Way You Do

Set permissions, unlimited attributes, and required fields for specific types of matter templates and request forms. By configuring the SimpleLegal platform in alignment with how your department approaches legal work, establish standard processes that save time and increase productivity.

Work Towards a Shared Goal

SimpleLegal gives attorneys, in-house professionals, and outside counsel complete visibility into who’s involved with a particular matter, the status, relevant documents and notes, and more. With key information stored in a central location, knowledge share and collaboration comes naturally.

Key Reports to Make Data-Driven Decisions

With all matter data organized in easy-to-understand dashboards and reports, quickly inform strategy and protect and grow the business. Pinpoint where money and resources are being spent, get a clear view of attorney productivity, and understand project complexity.

Custom matter templates in just a few clicks

Standardize matter intake and control information collection

Quickly identify who is involved in your matters and in what capacity

Real-time reporting on what matters most to your business

Store and access documents easily using drag-and-drop

Track and report on unlimited custom attributes

One Platform. Endless Possibilities.

Manage matter and billing processes, predictably forecast and budget, and enhance alignment with your law firms and partners – all from the industry’s most intuitive and modern legal operations platform. We’re all about making your work life easier.