Legal Matter Management

Track, manage, and govern legal work — with full visibility into matters, cases, and legal operations across the organization.

shoppingmode
SKU:
BUS-LEG-MAT
chevron_forward

Product Overview

Centralize Legal Work and Manage Matters Across the Organization

SmartSuite’s Legal Matter Management solution provides a structured, scalable system to track and manage all legal work across the organization. It enables legal teams to move from fragmented tracking and email-based coordination to a centralized, governed system of record.

Organizations can manage:

  • Legal cases and matters
  • Internal legal requests and advisory work
  • Disputes, investigations, and compliance reviews
  • Legal tasks, deadlines, and documentation

With a centralized matter system, legal teams gain full visibility into workload, status, and outcomes across all legal activities.

SmartSuite delivers real-time coordination and tracking, ensuring that all legal work is managed consistently and efficiently.

As part of SmartSuite’s connected platform, Legal Matter Management integrates directly with:

  • Legal Requests & Intake for case initiation
  • Contract Lifecycle Management (CLM) for contract-related work
  • Vendor Management Hub for third-party matters
  • Risk & Compliance workflows for governance alignment
  • Reporting & Analytics for performance insights

This ensures legal matters are not siloed—but part of a connected legal operations system.

The result is a matter management system that is:

  • Centralized and auditable
  • Structured and scalable
  • Transparent across legal operations

What is Legal Matter Management?

Legal Matter Management is the process of tracking and managing legal work, including cases, advisory requests, disputes, and investigations. It provides a structured system for organizing, executing, and monitoring legal activities across an organization.

SOLUTION SUITE
Business Operations
Finance Operations
chevron_forward
Higher Education Operations
chevron_forward
Legal Operations
chevron_forward
Marketing Operations
chevron_forward
People Operations
chevron_forward
Product Management Operations
chevron_forward
Real Estate Operations
chevron_forward
Revenue Operations
chevron_forward
Sales Operations
chevron_forward
Legal Matter Management

Core Capabilities

SmartSuite’s Legal Matter Management product provides the capabilities required to manage legal work across the organization.

Matter & Case Tracking

Manage all legal work in a centralized system.

Task & Workflow Management

Track tasks, deadlines, and progress within each matter.

Document & Evidence Management

Store and manage legal documents and case materials.

Collaboration & Communication Tools

Coordinate work across legal and business teams.

Integration with Contract & Legal Intake

Connect matters to related requests and contracts.

Compliance & Risk Tracking

Align legal work with governance requirements.

Audit Trails & Activity History

Maintain full traceability of all legal activity.

Real-Time Dashboards & Reporting

Monitor workload, status, and performance.

Role-Based Access Control

Ensure secure and controlled access to sensitive data.

The Legal Matter Lifecycle

SmartSuite supports the lifecycle of legal work — from intake through execution and resolution.

1
2
3
4
5
1

Initiate Matter

Create matter from legal intake or internal request.

2

Define Scope & Assign Ownership  

Set responsibilities and timelines.

3

Execute Legal Work

Manage tasks, documents, and collaboration.

4

Monitor Progress & Risk

Track status and identify issues.

5

Resolve & Archive

Close matter and retain documentation for future reference.

Connected Legal Ops Ecosystem

SmartSuite connects legal matters with contracts, intake workflows, and compliance processes — ensuring full lifecycle visibility.

balance
Legal Requests & Intake

Capture and manage legal requests with structured intake, automated workflows, and real-time visibility.

Learn More
arrow_forward
assignment
Contract Lifecycle Management (CLM)

Manage contracts across their full lifecycle with a centralized platform for drafting, approvals, renewals, and compliance.

Learn More
arrow_forward
partner_exchange
Vendor & Supplier Management

SmartSuite centralizes AI governance—track models, assess risk, and ensure compliance across your enterprise in one connected platform.

Learn More
arrow_forward
Legal Matter Management

Who This Product Is For

Legal Matter Management supports teams responsible for managing legal work across the organization.

Legal Teams (General Counsel, Legal Ops)
Manage cases, matters, and legal work.
Compliance Teams
Track investigations and regulatory matters.
Procurement Teams
Collaborate on contract-related matters.
Business Stakeholder / Requestor
Participate in legal workflows and reviews.
Executive Leadership
Monitor legal workload and risk exposure.
Operations Teams

Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

What is legal matter management and why is it important?

Legal matter management is the process of tracking and managing legal work, including cases, disputes, and advisory activities. It ensures that legal work is organized, visible, and executed efficiently. Without a structured system, legal teams often struggle with fragmented tracking and lack of visibility. SmartSuite provides a centralized platform to manage all legal matters. By connecting workflows and data, organizations gain full control over legal operations. The result is improved efficiency, reduced risk, and better legal outcomes.

How does SmartSuite centralize legal work across the organization?

SmartSuite provides a single system where all legal matters are created, tracked, and managed. This ensures that all work is visible and organized consistently. By centralizing data, SmartSuite eliminates duplication and improves coordination. The result is a more efficient legal operations system.

How are tasks and deadlines managed within legal matters?

SmartSuite enables teams to assign tasks, set deadlines, and track progress within each matter. Automated notifications ensure that work stays on track. This improves accountability and efficiency. The result is better task management and execution.

How does SmartSuite support collaboration across teams?

SmartSuite enables legal teams to collaborate with business stakeholders within a shared platform. This improves communication and coordination. The result is faster and more effective legal work.

How does legal matter management integrate with contracts and intake workflows?

SmartSuite connects matters with legal intake and contract workflows, ensuring seamless transitions between processes. This eliminates silos and improves efficiency. The result is a connected legal operations system.

Can SmartSuite scale legal matter management across large organizations?

Yes. SmartSuite supports high volumes of legal work across departments and regions. It provides scalable workflows and centralized visibility. The result is an enterprise-ready solution.

How does SmartSuite provide visibility into legal operations?

SmartSuite offers dashboards that track workload, status, and performance metrics. This enables better decision-making and resource allocation. The result is improved visibility and efficiency.

How does SmartSuite improve legal outcomes and performance?

SmartSuite improves outcomes by providing structure, visibility, and integration across legal workflows. This enables organizations to operate more efficiently and reduce risk. The result is stronger legal operations and business support.

Centralize Legal Work and Improve Operational Efficiency

SmartSuite helps you manage legal matters, track progress, and improve visibility across your legal operations.