Legal Matter Management

Passport Legal Matter Management supports effective risk and compliance management by providing a comprehensive view of the relationships between costs, financial and business risks, legal department workload, outside counsel use, and matter status. With features that make the day-to-day responsibilities of legal department staff easier and more efficient as well as support the needs of executive management, Passport Legal Matter Management optimizes departmental performance and supports more strategic legal department management.

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Simplify and streamline the way your attorneys and legal staff work.

• Highly intuitive user interface designed for lawyers, with role-based dashboard views that deliver only relevant information, tasks, reminders, and reports to each team member
• Outlook^® Module enables convenient day-to-day management of matters from within the Microsoft^® Outlook interface, where many people are most comfortable working
• Wizards and rules-based workflows efficiently drive legal staff through common tasks like matter setup and automatically assign tasks and generate reminders and notifications
• Powerful global search functionality, including full-text search of documents, ensures staff quickly locate matter details they seek

Improve visibility into risks and trends and make more proactive and strategic business decisions.

• Business intelligence engine, built into the common platform, empowers actionable analytics and in-depth measurement and benchmarking across all areas of legal operations
• Ability to monitor and track the status of matters throughout their life cycle and the associated risk and exposure
• Role-based dashboard reports provide real-time, at-a-glance views of key performance indicators, making it easy to identify trends and potential risks
• Scheduled and event-driven reports deliver timely and relevant data to each user
• Ability to conduct trend analysis to identify potential areas for cost savings or efficiency improvements

• Single, secure place to track all information associated with a vast matter portfolio, enabling easy sharing of knowledge and work product among a global legal team
• Ability to collaborate with outside counsel on anything, including budgets, timekeeper rates, matter narratives, and other custom forms of collaboration
• Passport Collaboration Portal provides secure pipeline for the exchange of any type of information with outside counsel, eliminating risks posed by traditional ASP model solutions where external service providers have direct system access
• Outlook Module supports quick and easy sharing of matter updates and information and streamlines their capture in the matter management system

• Industry-leading level of configurability ensures screens, workflows, rules, reports, and more support the unique and evolving needs of both litigation and transactional practice areas, as well as individual business units, regions, etc.
• Best practice-based templates, available at no extra cost, provide standardized sets of special functionality for specific matter types, simplifying configuration to meet unique business needs
• Internationalization and localization features meet the needs of a global workforce, displaying information in each user’s preferred currency and date/time format
• Passport toolkits provide each customer with powerful tools to configure, integrate, and even extend the solution on its own, eliminating reliance on vendors or third-party consultants and empowering the customer to quickly adapt to changing business needs