Legal Workflow Management Software

Workflow automation software is a tool that helps legal teams automate and manage routine tasks, so instead of tracking every task, they can create a workflow and pre-define a sequence of steps. Here's what the software does in short:

- Automate routine work like assigning tasks, sending reminders, or moving a matter to the next step all with the help of legal workflow management software.
- Stay updated with the matter workflow progress, and keep track of all matter-related tasks and events.
- Create a customizable workflow for in-house teams, outside counsel, finances, and other teams, and ensure everything stays on track.
- Legal teams can enable and disable workflows on the basis of priorities, and they can attach them to dedicated matters.
- Easily sync all your events and tasks across multiple calendars for a unified view. Additionally, sync workflow with Outlook and Google Calendar.
- Provide role-based access to team members for a workflow to ensure the privacy of sensitive data.

There are multiple tools available to automate the workflow. Here is why MatterSuite is best for in-house legal teams:

- Its cloud-based platform is designed specifically for legal teams, so they can automate matter-related tasks and events.
- Teams can customize workflow by pre-defining its sequence and tracking every task and deadline. And set conditions like a new document upload or an upcoming due date to launch the next step automatically with the help of legal workflow automation software.
- The legal workflow management software sends reminders and routes approvals so the team doesn't have to hassle with calls and emails, and avoid errors.
- Provides a centralised dashboard that keeps you updated with complete or pending tasks and upcoming deadlines to help the team stay on track.
- It streamlines workflow by integrating with other tools that the team uses, such as Outlook, Google Calendar, and more.

The legal teams can leverage legal workflow software not just to automate routine tasks but also to make sure all the data is securely stored in its cloud storage. Here are some key benefits:

- The in-house teams can set up an automated workflow to manage all matter-related tasks and events, reduce manual errors, and accelerate the matter timeline by using legal workflow management software.
- Improve collaboration by involving everyone, like outside counsel or team members, to see updates in real time, making the work process smoother and reducing back‑and‑forth emails.
- Create a customizable workflow for in-house teams, outside counsel, finances and other teams and ensure everything stays on track.
- Audit trails to record every action help the team to stay updated on in control of sensitive data and ensure that it's in full control of the team.
- Enable two way sync to easily keep all your events and tasks updates across multiple calendars providing a unified real-time view. Effortlessly integrate the team's workflow with Outlook and Google Calendar.
- Legal workflow management software automates drafting, assembly, review, categorization, and storage of legal documents, as well as version control to ensure the team has every update of who made what changes in documents.
- Legal workflow software collects and analyzes data on efficiency, matter trends, and performance, providing actionable insights for continuous improvement and smarter decision-making.

There are N numbers of workflow tools available in the market. Here's why MatterSuite is best among them.

- MatterSuite is specifically designed for legal teams to meet their needs, offering options that address the complexity of legal work.
- The legal workflow management software allows teams to create a customizable workflow, automate repetitive tasks, and set reminders for important dates, deadlines, and events.
- It centralizes all matter-related information like documents, communications, and timelines, and helps in avoiding the hassle of juggling between platforms.
- MatterSuite integrates with tools that the legal team already uses, allowing for a connected and efficient workflow.
- The platform provides ISO certified infrastructure, data encryption, enterprise-grade security and on-demand standard certificates. This helps the team to securely store and share sensitive data.

Incorporating legal workflow automation in your team includes a step-by-step approach. Key points are mentioned below:

- Start by identifying routine steps in the matter process, like routing leads, sending deadline reminders, or collecting e-signatures. Get all these tasks done with legal workflow software.
- Prioritize tasks with the help of legal workflow software. And assign tasks to the staff, stay updated with automated reminders.
- Select workflow automation software built specifically for in-house teams, like MatterSuite. That offers built‑in reminders, and secure role‑based access to keep your matters on track.
- Create a customizable workflow for each matter or team member. Collaborate easily on important dates, events, and deadlines.
- Provide short training sessions so everyone knows how to use the new automated processes. Use the software’s dashboards and reports to track task completion and error rates, then transform workflows based on valuable results.