Effective matter management isn't added on – it's built in.
SimpleLegal's matter management - called SimpleMatters - helps you track everything related to internal and external matters – from impact and complexity to tasks, people, documents and more. SimpleLegal natively integrates matter management and e-Billing - called SimpleSpend - to provide unparalleled synergy, efficiency, and insights.
SimpleLegal offers two distinct SimpleMatters plans: Material and Max
Light Plan |
Fully Featured Plan |
|
SimpleMatters |
Material |
Max |
Material provides all the essentials you need to get matter management up and running.
Max takes matter management to the next level with advanced features, more capability, and personalized support.
Not on a SimpleMatters plan yet, but interested in making an upgrade?
Reach out to your CSM or fill out this form to start a conversation on how SimpleMatters can fit seamlessly into your current workflow and deliver immediate value.
Enjoy these benefits:
Experience the future of matter management with SimpleLegal – where integration, data insights, and efficiency come together to elevate your legal operations to new heights.
Note: please make sure you are logged in to SimpleLegal to access the help articles.
Feature | Description | Learn more |
Matter Management | All of the features below to help you manage and track matter related work. | Matter Management Full Training ▶️ |
Matter Groups/Practice Area | Group different matters by type | Help article |
Matter Reviews* | Set up matters to go through an approval process before being published | Help article |
Matter Templates | Create custom templates for different matter types | Help article |
Matter Custom Attributes | Setup custom fields per matter template | Help article |
Matter Permissions* |
Manage permissions for individual user access | Help article |
Confidential Matters* | Ability to keep confidential matter information private | Help article |
Legal Requests* | Create and approve custom legal service request forms | Help article |
Document Management | Allows you to upload documents and create folder hierarchy for better organization | Training session ▶️ Help article 📄 |
Task Management | Create and assign matter related tasks and subtasks to better track your work | Training session ▶️ Help article 📄 |
Event Management | Provides real-time insight into upcoming events to navigate legal timelines and streamline event coordination | Help article 📄 |
Vendor Management |
File Sharing: Collaborate with vendors by sharing general legal documents and specific matter files for easy collaboration |
Training sessions ▶️ |
Shared Matter Updates: Share and collaborate on matter updates with outside counsel - from SimpleLegal to CounselGO and vice versa |
*Available only on the SimpleMatters Max plan
Datasheets
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