Matter Management

Matter management solutions help law firms track the work they undertake for a given client engagement, from opening a matter through to its close. This is especially valuable for locating past work product to reference in pitches for new business, using historical matter data to inform budgeting, and tracking budget and work-in-progress on active matters. These platforms typically centralize matter documents, emails, deadlines, and tasks into a single system of record, often integrating directly with existing tools like Outlook and Teams, and may include client-facing portals for secure document sharing and progress reporting. Matter management functionality is often bundled within broader practice management platforms rather than sold as a fully standalone tool. Generative and agentic AI are increasingly used within this category to automatically read incoming documents and extract key dates, build task plans from matter data, allocate work based on lawyer workload and expertise, and let users query matter status, budgets, or history using natural language rather than searching through the system manually.