Matter Management 2017-12-04T13:34:33+00:00

Matter Management

Legal Operations Use Case


Design a dedicated workflow to handle Legal Operations matter management items, ensure compliance and minimize risk.


  • Simple interfaces allow users to enter, track and manage matters with ease.
  • Form-building via intuitive interfaces lets them create basic or sophisticated forms with embedded business logic.
  • Workflows are customizable to the specifics of individual departments or enterprises.
  • Access to items across departments is ensured via a centralized roles-and-permissions-based application.
  • Reporting tools permit access to reports in a variety of formats to assure transparency and proper governance.
  • Notifications and alerts ensure prompt action by stakeholders.


  • Huge efficiencies in time and cost savings across the business for Legal Operations matter management.
  • Real-time visibility into matters across departments, teams or practice areas allows superior governance.
  • Standardization of forms and workflows minimizes errors and reduces compliance risks.
  • Stakeholders are securely yet efficiently engaged in reviews and approvals, optimizing their role in the process by controlling work hours.
  • All workflows are automatically backed up to a secure Cloud archive, and easily accessible for audit purposes.
Client - Yahoo!

“TAP is a cornerstone of our legal IT infrastructure.  It would be one of the first tools I’d implement if I were starting from scratch.  It’s transformational.”

Jeff Franke
Former Senior Director of Global Legal Operations, Yahoo