Manage Matters
for Law Firms
Your Goal
Manage matters to a budget
Reduce write-downs
Produce realistic fee estimates
Provide transparency
Gain insight into unmanaged costs
Our Solution
Scope matter, tasks, identify risk, track budget
Send and receive email notifications for risk alerts, spend tracking, and matter updates
Report real-time phase, financial, staffing, and task status
View portfolio of active and closed matters, matter type, budget analysis
Specialized IP module available
Workspace includes
Phase and team status summary
Budget tool
Document and client communication portal built into the module
“The technology solution provided by Elevate helped us to assess our costs, our structure, and our work plan in an efficient and calculated way, producing a more solid number that we can depend upon and propose confidently to our prospective clients. The tool has been really good at refining my sense of how much time is actually spent on a project.”
Case Study: Leading Law Firm Improves Client Service with Elevate’s Manage Matters Module
The Elevate Edge
Real-time tracking of actuals against matter budget
Supports highly complex matter monitoring to keep projects on schedule
Manage Matters with
Elevate technology
Manage Requests
| Submit and Track Legal Requests | Reduce Email Overload |
| Allocate and Monitor Legal Requests | |
| Balance Team Workload | |
| Understand Type and Volume of Work |
Manage Matters
| Track Legal Tasks | Produce Realistic Fee Estimates |
| Show Productivity Metrics | Provide Transparency |
| Manage a Matter to a Budget | Gain Insight Into Unmanaged Costs |
| Reduce Write Downs |
Manage Outside Counsel
| Enforce Outside Counsel Guidelines |
| Evaluate and Select Outside Counsel |
| Monitor Team Buying Behavior |
| Review Panel Rate Information |
Manage Billing
| Automate Pre-Bill Review | Adhere to Sensitive Timelines |
| Shorten Revenue Cycles | Review a High Volume of Invoices |
| Improve Cash Flow | |
| Improve Invoice Accuracy |
Manage Contracts
| Handle High Volumes of Inquires and Contracts | Minimize Compliance Penalties |
| Identify Risks | Manage Contract Flow |
| Protect Assets | Track Agreement Obligations |
| Ensure Compliance | Search Large Volumes of Documents |
Manage Teams
| Advance Communication Between In-house and Outside Counsel |
| Improve Project and Matter Visibility |
| Enhance Collaboration |
| Enable Transparency |