AdvoLogix: Matter Management - Enterprise Cloud Legal Platform

The changing legal landscape and global IT security threats have forced law firms and corporate counsel departments to revamp their existing approach to matter management. “Organizations serving in the legal domain need to capture and utilize critical matter information in a secure manner to maintain the confidence of their clients and to keep track of, and optimize legal business processes,” says Jonathan Reed, Co-Founder and CEO, AdvoLogix. In this regard, the company offers the AdvoLogix Matter Management platform to help corporate counsels around the world to streamline legal processes and enable transformational matter management. Built cloud-first on Salesforce.com's Customer Success Platform, AdvoLogix provides a unique set of adaptable matter management components in an extensible cloud solution community driving 50 percent growth rates for the company. “Our platform gives corporate counsels the ability to prioritize demands for legal services based on criticality, and focus on correct legal resources for those matters,” explains Reed.

The platform is a matter-centric solution that allows corporate counsels to manage all information related to legal issues, using functionality including: Matter Calendar, Matter Planner, Reporting and Dashboards, Action Plan and Process Builder. The Matter Calendar presents information related to legal matters on a single screen, allowing users to analyze critical activities, and provide different visualizations of key matter planning information. The platform hosts an innovative tool called Action Plans that gives users the ability to create templates based on specific and repeatable series of activities to execute on a matter. “Action Plan Templates accelerate the process of creating new action plans, and standardizes, optimizes, and improves existing legal processes,” asserts Reed. The platform has a centralized repository that enables users to generate reports to gain insights into KPIs, matters being executed including stages, as well as activities and corresponding statuses. Reports generated provide valuable insight and can be automatically scheduled to be shared with stakeholders.

Utilizing the platform, many of AdvoLogix’s clients have found ease in managing matters, contacts, tasks, events, research, and deadlines in seamless and transparent workflows.