What is CounselLink+ Matter Management?

CounselLink+ doesn't just organize matters, it helps you manage them from intake through closure with workflows, spend management, and firm collaboration all in one.

Legal Workflow Automation

Efficient legal workflow management

Automate matter intake, standardize approvals, and streamline assignments so your team can focus on high-value legal work.

Centralized Legal Matter Management

Centralized visibility & control

Manage all matters in one platform, from intake through resolution, so nothing falls through the cracks.

Legal Matter Collaboration Solution

Unified matter collaboration

Enable seamless collaboration with outside counsel and internal teams by centralizing matter documents, communications, and updates in one secure platform.

Legal Matter Analytics

Data-driven matter insights & reporting

Generate customizable reports on matter status, costs, and outcomes to give legal operations and leadership the insights they need to make smarter decisions.

Frequently Asked Questions about CounselLink+ Matter Management

Matter management is the way to organize all legal work — cases, contracts, compliance projects, investigations, internal/external matters, etc. CounselLink+ centralizes matter data so teams can:
  • See all active and closed matters in one place
  • Standardize processes across divisions or regions
  • Improve collaboration with outside counsel and internal teams
  • Track progress, deadlines, and financials in real time
  • Establish a process for internal teams seeking legal counsel

CounselLink+ improves visibility into matters with:
  • A central repository for all matters in one platform
  • Advanced search and filters help quickly locate matters by type, law firm, matter contact, and business unit
  • Audit trails that track who did what and when, reducing the risk of missing deadlines or approvals

CounselLink+ supports collaboration with outside counsel with:
  • Streamlined access to matter details, with secure permission settings
  • Shared budgets, documents, and updates in one system
  • Enforced billing guidelines at the matter level
  • Centralized access to shared documents

Yes. In each matter, CounselLink+ lets users:
  • Set and track budgets
  • Compare actual vs. projected spend
  • Flag when matters are over budget
  • Get an overview of matter/invoice data via Protégé in CounselLink+

Yes, CounselLink+ has many tools to support workflows and approvals:
  • Configurable workflows for matter creation, assignment, and closure
  • Approval chains for budgets, staffing, and invoices
  • Notifications and alerts for deadlines or required actions
  • Tasks with status, due dates, priority levels, and estimated time to complete

CounselLink+ ensures client matter data remains secure through:
  • Role-based access (clients decide who sees what)
  • Encrypted data
  • Strong compliance with GDPR, CCPA, and other data privacy regulations
  • SOC 2 Type II certification

You can expect an ROI from CounselLink+ Matter Management with:
  • Reduced admin time from streamlined matter intake and approvals
  • Better forecasting of legal spend tied to matters
  • Improved law firm selection and performance management
  • Stronger internal reporting to business leadership on legal department impact

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Take the first step in transforming your legal operations with CounselLink+.

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