Keeping track of every detail in a legal case is critical to success. Having clear visibility into case progress, effectively prioritising tasks, and ensuring that deadlines are met are paramount for high achieving firms.
MatterX Legal Connect offers Timeline & Activity Tracking functionality to provide a clear, chronological view of all matter-related activities. With this feature, legal professionals can prioritise tasks, set deadlines, and ensure their team is always on track to move cases forward efficiently.
Stay organised with a comprehensive timeline that captures every action taken on a case. From emails, meetings, tasks and phone calls, this feature ensures nothing slips through the cracks.
With activity tracking features such as AI powered My Work List, Up Next Widget and Activity Lists and Dashboards, legal professionals can easily set deadlines, prioritise tasks, and assign them to the appropriate team members. This keeps your entire team aligned and ensures that important actions are completed on time.
By maintaining a clear view of case activities with AI generated summaries of records, opportunities and cases, you can instantly access the information you need instantly to make informed decisions and keep cases moving forward efficiently.
Discover how MatterX Legal Connect’s Timeline & Activity Tracking functionalities can help you stay on top of your case progress and deliver better results.
MatterX: Connecting the Dots in Legal Technology
At MatterX, we bridge the gap between Microsoft’s cutting-edge technology and the unique needs of legal professionals. By customising and enhancing Microsoft’s trusted tools, we empower law firms with tailored solutions that streamline operations, enhance client engagement, and drive efficiency. Whether you need to optimise client management, financial processes, or case workflows, MatterX offers innovative solutions to meet your challenges. Discover how MatterX can transform your practice with AI integration—explore Legal Connect and Legal Finance today.
