SimpleMatters Success Kit

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:

  • Integrated and streamlined: SimpleMatters and SimpleSpend are built on the same code-base and seamlessly integrated together, eliminating the need to navigate multiple systems and dealing with low user adoption due to a clunky user experience.

  • Insightful data-backed decisions: Centralize spend and matter data to gain a clear and complete picture of your legal operations. No more searching through scattered information or dealing with data gaps, empowering you to make informed decisions with confidence.

  • Effortless efficiency: Save valuable time by effortlessly tracking matter status and progress. Whether for monthly LSR reviews or quarterly budget discussions, SimpleMatters equips you with the data and insights you need to prioritize and achieve success, showcasing your business acumen like never before.

Experience the future of matter management with SimpleLegal – where integration, data insights, and efficiency come together to elevate your legal operations to new heights.

What does SimpleMatters include?

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 ▶️

Help article 📄

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