Matter Management Checklist

Download Checklist

Legal matter management can be all-consuming – knowing exactly what you need and tools to help you get there is essential. Streamlining legal matter management will help you serve your clients better and save you time. The trick is to simply and securely navigate your tasks.

The Matter Management Checklist discusses 8 key tasks and guidance around:

1. The Key Decision: Should you take on the client matter?

2. Client Intake

3. Accounting

4. Know-How

5. Project Management

6. Document Management

7. Matter Management Aspects of Legal Research

8. Bottom Line Measurements

Download the full checklist below.