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Matter Management
The CT TyMetrix 360° matter management suite provides a complete and transparent view of your entire matter portfolio. It is your single source for all case information and documentation for all practice areas and includes: matter profiles and details, important dates, documents, assessments, exposures, evaluations, predictions, issues, contacts, and notes.
A good matter management system collects and organizes data and knowledge in the way that makes sense to your department. CT TyMetrix 360° allows you to organize and assess your current matters providing you with information to make better decisions. In a single space, you can collect matter information that can vary for each practice area and you can track all information related to the matter including tasks, documents, invoices, calendar events, matter team members, and budgets.
The CT TyMetrix 360° system provides a platform for greater collaboration with outside firms and other vendors. Client server based systems and main frame systems cannot offer this extended workspace. With CT TyMetrix 360°, you can selectively and securely share matters with outside counsel and collaborate on important matter-related items. It also ensures that inside and outside teams are aligned on strategy and cost expectations, and helps avoid communication delays.
Configurable For Each Practice Area
The CT TyMetrix 360° architecture puts you a single click away from everything you need. The matter profile page is the center of your universe. Top-line information on the matter is pushed to the forefront, bringing together financial information, matter team members, and summary information such as matter number, matter type, status, and the responsible person. You can also take advantage of configurable desktop controls so you can decide precisely what will be displayed on your matter profile.
The big difference in CT TyMetrix matter management is the configurable tool set that allows you to decide what information to collect and how it should be organized at the practice area level. This flexibility gives you a complete view of your department's matters, from litigation to intellectual property to mergers and acquisitions, across all business units.
When you combine matter management with the e-billing and document management modules, you can seamlessly integrate all core matter information and financials. When integrated, all matter information - including assessments, forecasts, budgets, calendars, invoices, and documents - are accessed through a single platform.
| Matter Management Tools |
| Matter Profile |
The Matter Profile includes top-line information on the matter: invoicing, budgeting, financials, summary information, and matter staffing. The Profile serves as a portal to all matter details and underlying matter information. |
| Configurable Matter Tables |
The architecture provides the ability to define the configuration so that the system matches your organizational hierarchy: operating units, business divisions, practice areas, and matter types. |
| User Management |
Easily associate and track all individuals involved in the case. Quickly identify case personnel, responsible professional, law firms, time keepers and vendors. |
| Collaborative Model |
Choose the level of collaboration to leverage the benefit of sharing information among your internal team or with your outside counsel. With everyone sharing access to the same matter workspace, there are no misplaced files or unresolved tasks and reduced communication delays. |
| Dynamic Fields – Matter Creation |
Client administrators can configure fields and data capture elements that are important to each particular business area, streamlining the process for data capture requirements. The summary portion of this information can be displayed in several locations, including the Matter Profile and the Matter Inventory Report. |
| Dynamic Fields - Security |
Security restrictions can be configured and applied to dynamic fields. This allows you to keep selected information private, such as reserves, counsel scorecards, and timekeeper evaluations. |
| Bulk Matter Import |
Supports the ability to import multiple matters simultaneously. This is extremely beneficial when migrating from your existing matter management solution. |
| Configurable Web Forms |
Design web template forms to capture summary information at various stages in the case lifecycle. Common examples include: assessments, litigation plans, and case closing reports. |
| Matter Inventory Management |
| Matter Searching & Filtering |
The matter search and filtering tool allows your team to quickly access their matters via this advanced search engine. By utilizing the embedded filtering tool you can narrow the search parameters before reviewing the results. |
| Dynamic Fields - Custom Filters |
Client administrators can configure search criteria and specify the comparison type (“starts with,” “wild card,” or “phrase.”). Matter searching and filtering doubles as a powerful report-writing tool since you choose the fields that are displayed in the result set. |
| Matter Grouping |
Users can group matters to organize them for easy access, tracking and reporting. Matter groups can include matters from multiple and varying segments. This powerful group manager provides transparency for litigated and non-litigated matters across all practice areas and business units. |
| Matter Status History |
The complete history of every matter is retained: current status of the matter, user and date for the status change. |
| Field History |
All changes to matter field items are tracked. Easily determine which team member changed the information in the fields and when. All change history is searchable by version history, user, and date. |
| Schedule Management |
| Calendars |
View and add matter-related calendar items such as depositions, due dates, trial dates, etc. Easily track dates across all matters with an aggregated, top-line calendar. Event filtering permits searching for specific events or event categories. |
| Tasks |
Assign matter-related tasks and easily track them to completion. The task engine moves beyond a simple listing of projects by providing task associations. The associations create active reminders of what needs to be completed as well as the link to the actual work area. Inform team members of all pending and priority tasks. |
| Notes |
Add matter-related notes to capture key case developments. |
| Integrated Matter Management* |
| E-billing |
Combine e-billing with matter management and seamlessly capture legal spend for each matter. E-billing data is automatically aggregated into your matter management segments, allowing you to take full advantage of your integration. |
| Budgeting & Forecasting |
Combine budgeting and forecasting with matter management to control financial risk and exposure. Estimate and track your legal spend at macro and micro levels by matter, practice area and operating unit. |
| Documents |
Integrated document management provides an organized strategy associating important case documentation with matters. |
| Configurable Web Forms |
Design web template forms to capture summary information as various stages in the case lifecycle. Common examples include: assessments, litigation plans, and case closing reports. |
*Optional Features
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