Managing legal matters efficiently is undeniably a challenge for many legal teams. With an increasing workload, scattered information, and multiple stakeholders involved, keeping track of all projects can become overwhelming. Traditional methods that once worked are now less effective – Including Excel. Don’t get us wrong, we also love, just not to manage complex legal matters.
A Smarter Approach with Matter Management by DiliTrust
To address these collaboration and efficiency challenges, our latest solution, Matter Management by DiliTrust, proves to be invaluable. This module introduces the ideal features to centralize matters, structure projects, and ensure that all involved parties work harmoniously as they can access the same degree of information.We know adopting a new tool can be scary and seem like a long process. This is why our DiliTrust module is built to be adopted as quick as 30 minutes.
In this article, we’ll introduce you to the main features of our Matter Management by DiliTrust tool.
AI-generated Updates with Quick View
Effortless status updates are here! With QuickView, you get an AI-generated, up-to-date snapshot of your matter’s status in seconds. Not only does this provide instant clarity, but it also enables teams to stay aligned with minimal effort. As a result, clear, concise updates on matters keep everyone informed—without unnecessary hassle.
One Platform to Rule Them All: A Centralized View of Matters
The Matter Management by DiliTrust module offers a comprehensive and user-friendly 360-degree view of all your matters. On the overview page, users can see all the relevant information related to all, or specific matters. As a result, in-house legal teams —and even external parties— can track progress and align their efforts. Additionally, this will help teams stay ahead of potential risks such as missing deadlines, which could lead to significant consequences.
Never Miss a Deadline Again with Legal Project Tracking
Thanks to the centralized view of matters, users can leave comments, and stay updated on changes in real time. Legal teams no longer have to rely on fragmented matter updates scattered across multiple platforms. Instead, all updates, whether critical or not, are consolidated in one place. This ensures seamless communication among users and relevant parties for each matter.
Looking for Something? Just Go to the Search Bar
This is the global matters list view, which serves as a central hub. Users can quickly search for specific matters, filter between active, pending, and closed matters, and effortlessly access key details such as owners and status updates. Furthermore, the search bar opens a dynamic page that allows to directly jumpstart into matters improving visibility. This feature allows designated users to gain a holistic understanding of all matters within a company’s or firm’s legal portfolio.
Struggling with Structuring Matters? Use Prebuilt Templates or Create them
Working with structured templates and rules is key to ensuring the legal department runs smoothly. With the Matter Management by DiliTrust module, you can create your own template tailored to any of your needs. If you’d rather work with ready to use templates, you can choose among the three prebuilt matter templates offered by default. These templates follow the three most frequent matter types: litigation, general matters, and legal advice. Consequently, legal teams can jumpstart cases with consistent structures that ensure compliance and reduce errors. As a result, you can ensure that all necessary data is properly filled in, regardless on the type of matter.
Keep Close Track of Your KPIs with Analysis Features
More often than not, legal teams struggle with understanding performance indicators linked to their tasks and matters. Thankfully, a robust Matter Management by DiliTrust solution offers an easy way to track KPIs. For instance, teams can analyze metrics such as the number of open matters, complexity levels, and average matter closing time. By doing so, they can stay on top of their workload, make informed decisions, and manage matter intake efficiently to prevent departmental overload.
Revolutionize your Matter Management Strategy
Collaboration and efficiency are crucial for success. Matter Management by DiliTrust provides a top-class solution that enables legal teams to centralize their matters, streamline processes, and track key performance indicators. Ultimately, this tool empowers legal professionals to work more efficiently, reduce errors, and enhance overall productivity.
Ready to transform the way you handle legal matters? It’s time to experience the full potential of Matter Management by DiliTrust!
