Matter Management

Litera Matter Management is a Microsoft-native legal matter management platform, centralizing matter, client, and document information within a Microsoft 365-based workspace.

Key Features & Functions:

Automated Time Recording
Automatically logs time at both the client and matter level, intended to improve accuracy and efficiency in time tracking and support billing processes.

Risk and Compliance Management
Includes built-in audit trails, automated escalation processes, and compliance workflows designed to align with regulatory standards.

Matter Oversight
Provides a dashboard view of matters, documents, and tasks, allowing users to track service level agreements (SLAs) and monitor budgets and milestones through a timeline view.

Document Production and Legal Forms
Generates document templates and produces case-related documents automatically. Includes integrations with legal forms providers FormEvo, Cloud Forms, and Laser Forms.

Secure and Compliant Hosting
Hosted on Microsoft-native infrastructure with governance controls intended to support data security and compliance requirements.

Client Collaboration Portal
Enables secure document sharing with clients, automated progress reporting, and client-facing workflow functionality.

Intelligent Work Allocation
Assigns tasks based on factors such as competencies, workload, experience, and working patterns, intended to route work to appropriate personnel.

Case Management
Includes a rules-based workflow engine intended to support common work types and provide visibility into throughput, risk, and SLA performance.

Agentic AI Functionality
Includes AI capabilities for reading documents, extracting key dates, and building task plans, powered by Microsoft Azure and the Power Platform.