Corporate Matter Management Process
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A Corporate Matter Management Process is a legal matter management process within corporate legal teams, encompassing the tracking, organization, and resolution of legal matters, from case intake to finalization, while supporting collaboration, task management, and compliance.
- Context:
- It can include Matter Intake and Case Setup, capturing initial case information, setting up a file, and assigning tasks for each new legal matter.
- It can involve Case Tracking and Progress Monitoring, maintaining an ongoing record of each matter's status, deadlines, and completed tasks to ensure timely handling.
- It can support Workflow and Task Automation for routine legal actions, such as contract review, compliance checks, and filing, streamlining processes across the team.
- It can organize Background and Context Management by linking documents, emails, negotiation histories, and other reference materials relevant to each matter.
- It can enable Task Assignment and Deadline Tracking, providing tools for assigning responsibilities, setting due dates, and tracking completion to keep legal matters on schedule.
- It can manage Collaboration and Engagement Tracking by overseeing communications with internal stakeholders or external counsel, tracking terms of engagement, and monitoring deliverables.
- It can accumulate knowledge through AI-Driven Knowledge Management, offering recommendations and insights based on previous cases, helping teams make informed, context-based decisions.
- ...
- Example(s):
- A process for tracking contract negotiation history and case-related emails within a centralized matter management system.
- A workflow that assigns tasks and monitors deadlines for compliance-related matters, ensuring timely follow-up and completion.
- Counter-Example(s):
- Non-Legal Matter Management Processes, such as project management workflows that lack legal context or compliance features.
- Document Management Processes that focus on handling documents but do not manage or track legal matters.
- See: Matter Intake, Task Automation, Case Tracking, Compliance.
References
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