Matter Manager

Matter Manager

Matter Manager is a comprehensive legal automation platform designed and supported by our dedicated Legal Interact team. It was specifically designed for inhouse legal counsel to keep track of legal requests, legal matters and referrals to external counsel. Matter Manager uses customised legal workflows, while at the same time ensuring that all parties are kept up to date as to what information is required from them and the status of all matters.

Our areas of focus

Centralise and standardise your matter information. Matter Manager keeps a record for all types of sensitive information and enables you to have visibility about your overall matters while providing real-time insights for monitoring and tracking matters.

Legal Workflows

Flexible workflows can be configured relative to the matter type and specific business rules.

Data Management

Capture in just one click. As new information, tasks, and documents are added, team members are kept up to date via email notifications.

Centralised Storage

All matter and matter-related information is stored in one central repository.


Email notifications from the system will ensure your legal matters are worked timeously and efficiently, ensuring deadlines are not missed.


All legal matters and documents are consolidated against the matter to enforce consistency and compliance.

Legal Metrics that matter

Our Matter Manger platform gives you a reliable and accessible way to track and monitor the status of multiple matters from beginning to end. The intelligence lies in the fact that the reporting and dashboards update as the matters are worked on. It further enables deep insights into matter activities and your legal expenditures. Matter Manager dashboards are used to visualize and display data on all matters. Matter Managers dashboard and reporting tool is powered by Microsoft’s Power BI platform. The system is flexible enough so that we can tailor-make reports.

Managing your legal matters

An integral tool of corporate business units for years, project management is important to legal departments, because of expanding client expectations, and the evolving role of external counsel. Matter Manager will stage manage your legal matters giving you the insight you need to ensure your matters are managed effectively.

Centralised storage for all your legal documents

Matter Manager provides you with an electronic filing system to store, track and manage all your legal documents, while keeping them linked to specific matters. This ensures that information is centralised and available to your broader team for secure access as and when required. Not only are the documents centralised, they will be automatically categorised, scanned and OCR’d using Microsoft’s cognitive search platforms. Making the transition to Matter Manager so much easier.

Integration with Outlook and Word

As a result of Legal Interact’s partnership with Microsoft, there is full integration between Matter Manager and the Microsoft suite of products. We believe that we need to build tools where our customers work so that we meet them on their tools.

The diary integration will allow you to sync your Outlook diary with Matter Manager and manage your diary from Matter Manager.

Create, track and manage appointments, meetings and boardroom bookings straight from the system and see it reflect in your Outlook account.

Emails can be directly linked to a matter from Outlook.

Using Word you can draft your legal documents and save them directly to a matter in Matter Manager.

Legal Templates and Workflows

Tailormade matter templates and workflows optimised for your specific needs, ensuring all legal documents are aligned to your business’s corporate identity, as well as compliance with your legal standards. Easily bring about any changes to the Microsoft-Word templates and collaborate on them with others within the organisation and track those changes.

With over 80 tailormade legal workflows from disputes to contract review and contract generation, you can customise your legal workflow to suit your organisations requirements.

External User Management

External User access allows you to grant access to specific parties who are involved in the matter. You can restrict the access on a per person basis.

Parties with access can, if allowed, upload documents or update specific matter information.

Access can also be revoked at any stage, thereby safeguarding your information on the system.

Self-service portal

We know how important it is that you provide a channel where clients can request assistance from legal. To that end we have created a Self-Service Portal in Matter Manager that acts as the front door into the legal team.

Document redlining and versioning

Matter Manager uses Word online to collaborate with parties. To gain access to the collaboration portal a user has to be invited to collaborate and go through a secure 2 factor authentication process.

Changes can be made live, in real time with multi edits taking place simultaneously. All changes made to the document go through a redlining and versioning process.

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