- An easy-to-use, intuitive solution for all members of your legal or claims department
- Streamlined matter workflows with access to all documents, emails, and notes directly within the Microsoft Office Suite
- Increased usage and adoption of your legal matter management technology
- Enhanced collaboration with legal service providers to improve processes and communications
Matter management workflows directly in Office
Manage your matters, including emails, notes, and documents, without switching applications.
Simply drag and drop or quick file emails, documents, and other attachments to and from their corresponding matters in seconds.
Documents and files are opened directly in their associated Office application for viewing and editing with convenient check-in and check-out functionality.
Single-click access to matter creation, directly from Microsoft Outlook, Word, Excel, or PowerPoint.
Automatic tracking and displaying of document status updates, with revision histories available for review.
Customizable tabs can be filtered by matter type, status, practice area, etc. and saved or modified based on user preferences.