Matter Management

The Matter Management module in CaseCentral organizes and tracks all details related to legal matters, ensuring seamless management of case details, milestones, and deadlines. This module is designed to streamline case handling, enhance productivity, and improve overall case management efficiency.

Detailed View of Matter Management Features

1. Add Matter:

   • Comprehensive Matter Details: Enter case-specific details such as case number, client information, parties involved, and a detailed description of the matter. This ensures that all relevant data is captured and organized.

   • Matter Research: Maintain research notes directly within the system to support legal arguments and strategies. Access databases, legal libraries, and historical case data to enhance the quality and accuracy of your research.

   • Fee Details: Record and manage fee arrangements, billing rates, and expenses associated with the matter. Select the Legal Service type, followed by a description and the rate, and track invoices, payments, and outstanding balances for accurate financial oversight.

   
   

2. Dashboard:

   • Overview of All Matters: Provides a centralized view of all matters, allowing you to see the overall status of your case load at a glance.

   • Matter Summary: Displays how many cases are open, working, pending, cancelled, and completed, helping you quickly assess the distribution and status of all cases.

   • Matter Status: Displays the current status of each matter, helping you quickly identify which cases need attention.

   
   

3. Report Generation:

   • Matter Progress Reports: Generate detailed reports on the progress of each matter, highlighting completed milestones, pending tasks, and overall status.

   • Resource Allocation Reports: Analyze resource distribution across different matters to ensure balanced workloads.

   • Financial Reports: Track financial metrics such as fees billed, expenses incurred, and profitability. Insights from these reports assist in informed decision-making regarding resource allocation and billing practices.

   • Allow Sales Invoice Creation Without Sales Order: Configure the system to allow the creation of sales invoices without the need for a prior sales order.

   • Allow Sales Invoice Creation Without Delivery Note: Enable the generation of sales invoices without requiring a delivery note.

   
   

By leveraging the Matter Management module in CaseCentral, your law firm can ensure efficient handling of all legal matters, maintain accurate records, conduct thorough legal research, and manage finances effectively to achieve successful case outcomes.

Visual Overview

Above is a visual representation of the Matter Management module's dashboard and key features. (Include screenshots here to illustrate the matter dashboard, detailed matter information pages, and sample reports.)

By utilizing the Matter Management module in CaseCentral, your law firm can streamline case handling, maintain accurate records, conduct thorough legal research, and manage finances effectively. This ensures a high level of productivity and successful case outcomes.