Matters Management – Do’s and Don’ts

Matters Management – Do’s and Don’ts

Traditionally, legal departments have always managed their matters using legacy methods like excel spreadsheet. Although it seems quite an easy task to quickly note things down, maintaining a colossal amount of data over these spreadsheets can be tiring. Even though the lawyers still find it as the most trusted method, they now have the option to switch to more robust systems - a Matter Management Software.

Here is our quick dos and don’ts of matter management:

  1. Don’t – Use spreadsheet for collaborations
    Legal case management or matter management, often refers to handling of litigation cases or legal matters along with other non-legal or administrative processes involved in it. This can include different processes like documentation, spend management, compliances and much more.

    Do
    Use an integrated matter management software to ease out the collaborations. It will not only improve your collaboration speed but will also help you maintain enormous amount of data easily.
  2. Don’t – Loose valuable time
    If you have ever worked with spreadsheets, you know that each single entry must be done manually. It takes a lot of time to design tables, charts, adjust comparison scales, and do other administrative tasks to have a complete and updated excel sheet.
    But doing this takes huge amount of man hours and energy out of lawyers. It gives them less time and mind space to work on things are a matter of their expertise – the law. The only purpose of a spreadsheet is to manage data, but it won’t be possible to maintain data of different cases in a single spreadsheet. This results into numerous different excel files being created – again taking the data load to an all-time high.

    Do
    Implement a matter management software to save time. A streamlined software offers you the capacity to create, store and retrieve information from thousands of files within seconds. It offers a faster management system which results in your legal team focusing more on the law than on the administrative work.
  3. Don’t – Be hampered with inadequate insights
    Spreadsheets are no doubt a great way to store information, but it isn’t the most efficient now. Although tremendous amount of data can be stored in them,finding what you want and deriving useful inferences from it, becomes a challenge. Not having advance search options and required mechanism to generate actionable insights hampers the performance of any team. They have no idea where they are falling short and can be more efficient. This results in them functioning without growth. It is also a time-consuming process to generate these insights manually.

    Do
    Incorporating a matter management software will give you access to critical insights through better data management. A software with intelligent in-built systems is your best bet to understand the team’s performance. This results into every team member having a clear idea of where and what to improve.
    PracticeLeague’s Case Management Software is a complete system that provides a secure way to create, store and manage critical information that lawyers need. It keeps the data stored in a manner where it can be retrieved within seconds for better overview and understanding of matters at hand.

Key Takeaways:

  • Using spreadsheets for better collaborations, slows down the entire process and makes it chaotic.
  • Use a matter management software to achieve seamless collaborations.
  • Making and maintaining excel files, robs your team of valuable time and energy.
  • Having a well-integrated matter management software saves time so you can use it on critical tasks.
  • Manually managing your data does not make it easy to get actionable insights for betterment of performance.
  • Incorporate a matter management system to derive critical business insights and increase efficiency.


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