Sub-workflow
Matter management (ongoing)
Part of the Client & Matter Lifecycle workflow
Client intake & conflict checkEngagement letter / retainerMatter opening & setupMatter management (ongoing)Matter close & archival
Who works on this
All personas on the Client & Matter Lifecycle page →
Pain points (10)
What practitioners actually struggle with in client & matter lifecycle. Each pain point links to the vendors that address it.
5 vendors pp-0122 Corporate legal department manages 500+ matters across 30 outside firms but has no single source of truth — matter details live in email chains, budget approvals happen via PDF attachments, and when the GC asks 'how many active IP matters do we have in EMEA and what's the projected spend?' the answer takes a paralegal two days to compile from scattered spreadsheets inhouselegalopsin-house-counsellegal-ops 2 vendors pp-0127 Signer can't be in the room — the out-of-state buyer before Friday's closing, the 85-year-old in a nursing home 200 miles away — and without remote notarization someone is overnighting documents and chasing notaries across state lines solosmallmidsmall-firm 2 vendors pp-0178 Corporate development team running 8 simultaneous acquisition evaluations tracks deal status, team assignments, and timelines across separate spreadsheets and email threads — a deal falls through the cracks when the analyst leaves and nobody picks up the diligence workstream 1 vendors pp-0121 County DA's office processes 8,000 cases per year with 12 attorneys and a legacy case management system from the early 2000s that can't share data with law enforcement's records system — every case requires manual re-entry of arrest data, incident reports are printed and re-scanned, and the office has no real-time visibility into which cases are approaching statutory deadlines midprosecutorchief-ADADA 1 vendors pp-0123 Every new legal tech tool means another vendor login, another security review, another budget line — the in-house team just wants something that works within the Microsoft stack they already have without adding procurement complexity inhouselegalops 1 vendors pp-0125 Executor inherits a loved one's estate and faces 600+ hours of paperwork — locating bank accounts, notifying agencies, filing probate, transferring titles — with zero training and while grieving executorestate-attorney 1 vendors pp-0166 Bail bond agent managing 50+ active cases tracks defendants in a notebook and spreadsheet — misses check-in calls, loses payment records, can't tell which defendants are at risk of failing to appear, and spends hours on paperwork instead of business development 1 vendors pp-0219 UK property transaction takes 125 days on average and 30% fall through before completion — the conveyancer gets personally blamed by frustrated buyers and estate agents for delays caused by mortgage brokers, surveyors, and other parties who never share status updates with each other small-firmsolo 1 vendors pp-0267 Client needs to answer 30 interrogatories but doesn't understand legal jargon — the paralegal is stuck playing translator, spending hours on the phone explaining each question in plain English, collecting answers piecemeal via email and voicemail, then manually converting those informal responses back into proper legal format before the attorney even sees the draft. paralegalsmall-firmsolo 1 vendors pp-B08-002 County probation department manages 300 active cases with paper files and spreadsheets — probation officers can't quickly check if a probationer missed a check-in, has outstanding fees, or violated conditions, and supervisors have no dashboard showing caseload distribution or compliance rates across the department. government
Vendors by rank (0)
Ranked by the rlegaltech500 popularity score within this workflow.
727 additional vendors outside the rlegaltech500 are tracked in this workflow. See all on the workflow page.