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Matter management

What it is, how it works, and why it matters for in-house legal teams

Managing legal work without structure leads to scattered information, lost requests, and limited visibility into what the legal team is doing. As workloads grow, inboxes and spreadsheets become time-consuming and unreliable, making it harder for in-house counsel to get true visibility into legal’s workload, prioritize, track progress, or demonstrate value to the business.

Matter management solves this problem by centralizing all legal work into one secure, organized workspace. As one of the core features in a modern legal operations platform, such as a unified legal workspace, it gives teams control over their entire workload, improves collaboration, and enables meaningful reporting that connects legal to business outcomes.

What is matter management?

Matter management is the capability that centralizes all your legal work into one organized legal workspace, giving in-house teams complete visibility and control. In LawVu, this means capturing legal requests through structured intake, triaging, and assigning work with clear ownership, and managing every matter with built-in tasks, status updates, documents, conversations, and deadlines.  Each matter becomes a single source of truth with all context, files, and decisions in one place, supported by powerful search, reporting, and dashboards. Together, these features help legal teams work faster, stay engaged and aligned with the business, and demonstrate their value with real-time data.

Read this guide to learn how to find and implement the best legal matter management solution.

How matter management works

Matter management typically follows a simple, repeatable flow:

  • Intake
    All legal requests are captured in a consistent format, ensuring complete information and reducing ad-hoc email submissions.
  • Triage and assign
    Requests are categorized, prioritized, and routed to the right lawyer or team member based on workload, urgency, or expertise.
  • Manage and collaborate
    Matters move through their lifecycle with clear ownership, deadlines, tasks, documents, discussions, and status updates visible in one place.
  • Report and optimize
    Dashboards and analytics surface insights into workload, turnaround time, matter source and types, bottlenecks, and legal’s overall contribution to the business.

Why matter management matters

Matter management brings together a set of core features that help in-house legal teams work more efficiently and transparently. Each feature plays a specific role in reducing manual effort, improving collaboration and strengthening legal’s connection to the business. The table below breaks down how these capabilities translate into practical, everyday benefits for legal teams.

Feature
Why it matters
Benefit
Centralised repository
Eliminates scattered emails, chats, and spreadsheets
Single source of truth for all legal work
Structured intake and triage
Prevents requests from being lost or incomplete
Better prioritization and faster response
Collaboration tools
Aligns legal, the business, and outside counsel
Clear communication and efficient workflows
Reporting dashboards
Provides actionable visibility to leadership and stakeholders
Easy access to actionable insights to drive business outcomes and demonstrate value
Task and deadline tracking
Reduces risk and ensures follow-through
Stronger compliance and accountability
Document management
Keeps files secure and connected to the work
Easy retrieval and cleaner audits
Searchable history
Avoids duplication and improves consistency
Faster advice based on past matters

Use cases

The following use cases illustrate how in-house counsel apply matter management across different types of work, helping them stay organized, respond faster, and maintain visibility from intake through to resolution.

  • Contract requests
    Instead of emailing legal or sending requests in different formats across different departments, business users submit everything through a single intake form. This centralized process ensures legal receives all the necessary information upfront, reducing back-and-forth and speeding up turnaround. Each request becomes a matter with a designated owner, attached documents, and clear status tracking, giving both legal and the business full visibility from start to finish.
  • HR disputes and investigations
    Sensitive employment matters are captured and managed in a secure, centralized space, with tasks, notes, and reminders helping teams maintain consistency and compliance. Granular permissions ensure that only the appropriate people can access or contribute to these matters, protecting confidentiality at every step.
  • Regulatory and compliance issues
    Legal teams track obligations, deadlines, filings, and documents, with visibility into who is responsible and what actions are pending.
  • General legal advice
    Quick questions from the business are logged as matters, building an instantly searchable knowledge base and preventing repetitive work.
  • External counsel work
    Outside counsel matters are linked to internal matters, enabling better oversight, spend tracking, and secure document sharing.

See the legal workspace in action.

Request a demo to ask your questions and see how a legal workspace could work for you and your team.
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FAQ

Matter management is the process of organizing and tracking all in-house legal work in one system, from intake to completion. Instead of juggling emails, chats, and spreadsheets, everything lives in a single, trackable workspace.

It takes the chaos out of managing legal requests. With a centralized view, clearer visibility, fewer manual tasks, and better reporting, teams can respond faster and show the business exactly what they’re working on.

Think of matter management as the home for all legal work, and contract management as the tool that handles the contract lifecycle specifically. They work best together but serve different purposes.

In-house counsel, legal operations, GCs, and paralegals use it daily – and business users benefit too when they submit requests through structured intake instead of ad-hoc emails, messages, conversations or phone calls.

Everything from contract creation or review requests and HR issues to compliance tasks, disputes, regulatory matters, and day-to-day legal advice. If it comes into legal, it can be tracked as a matter.