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The CRM4Legal Solution:
Matter Management
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Legal Matter Management or Matter Management can be defined as the comprehensive project management of legal matters. Matter management helps lawyers and their staff manage the day to day complexities involved in managing legal matters. This includes the tracking of such items as the people, issues, documents, budgets and invoices associated with each particular legal matter. Firms can utilize matter management in CRM4Legal to manage both their staff as well as outside counsel and non-law firm legal service providers who work on legal matters on the firm’s behalf (ie. expert witnesses, court reporters, copy services, etc.). Matter management in CRM4Legal can provide an excellent communication and collaboration platform to organize and distribute information.
While legal matter management differs from legal case management or case management due to the primary user base, CRM4Legal can be readily adapted to both. CRM4Legal design appreciates that legal matter management is normally designed for corporate legal departments managing large blocks of similar matters while case management is designed for law firms and the management of individual cases.
As these systems entail the processing and storage of confidential corporate and insurance carrier financial data, sensitive claims information, and privileged legal matter data, major considerations in the deployment of these systems are: the level of customization the software offers (which is very high in CRM4Legal), whether the software can be installed "behind firm security and firewalls" or if the CRM4Legal software is hosted as an Internet-based ASP application and whether or not the deployment methodology meets Sarbanes-Oxley and HIPAA security and audit compliance mandates.
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