Matter Management
for Law Firms
BizMagnet Matter Management helps law firms keep every client engagement organized — cases, tasks, deadlines, and documents — all connected in one secure workspace so legal teams can work with less friction and more accountability.
BizMagnet erp legal suite
Why matter management matters
When case information is spread across spreadsheets, email threads, and shared drives, legal teams lose visibility quickly. Tasks slip through, deadlines are missed, and billing becomes harder to reconcile at the end of the month.
A structured matter management system changes this. It puts every client engagement in one place — from the first inquiry through the final invoice — so attorneys, partners, and support staff always know where things stand and what needs to happen next.
BizMagnet Matter Management is built around the way legal teams actually work: matter-centric, deadline-driven, and billing-connected from the start.
How the Matter Management workflow works
Matter Management in BizMagnet ERP Legal Suite follows the natural lifecycle of legal work — from intake to close.
Set up a complete client and matter record with linked contacts, parties, matter type, and assigned attorney. Every field is connected and searchable from day one.
Add tasks with due dates, priorities, and responsible team members so nothing depends on memory or email reminders. Status is visible to the whole team.
Attorneys and staff record billable hours, upload documents, and log all matter activity in one connected workspace. Everything stays linked to the right file.
When work is complete, all time, disbursements, and activity flow directly into the billing module for a clean, accurate invoice with minimal manual effort.
Closed matters stay on record and feed the conflict search database, so future intake decisions are informed by complete historical data.
Key features of Matter Management
Every feature in BizMagnet Matter Management is connected to the same matter record — so data never lives in isolation
01
Client and Matter Records
Complete client profiles with linked contacts, parties, and full case histories. Partners and attorneys get a real-time view of every active and historical matter from one place.
02
Task and Deadline Tracking
Assign tasks with due dates, priority levels, and status visibility. The whole team can see what is open, overdue, or complete without chasing updates by email.
03
Document Logs
A structured, matter-linked document register for audit and reference. Every document is attached to the right matter and available for review at any stage of the engagement.
04
Matter Type and Activity Management
Assign tasks with due dates, priority levels, and status visibility. The whole team can see what is open, overdue, or complete without chasing updates by email.
05
Lawyer and Rate Management
Manage lawyer types, standard rates, and matter-specific billing rates per attorney. This ensures the right rate is applied to the right work from the moment time is logged.
06
Cutoff Date Management
Enforce billing cutoff dates to keep WIP clean and period-accurate. This reduces end-of-month pressure and makes billing reconciliation faster for the finance team.
Benefits of Matter Management for legal teams
When matter information is structured and connected, the whole firm works better — from intake through invoicing.
Fewer missed deadlines
Cleaner audit trail
Better billing accuracy
Improved team accountability
Faster matter intake
Reduced manual follow-up
Connected to conflict checks
Accurate WIP tracking
Less time spent chasing status
A practical example
Scenario: A mid-size law firm in Riyadh managing 40 active matters
Before BizMagnet, the firm tracked matter status in a shared spreadsheet, stored documents in a file server, and sent billing summaries manually at month end. Attorneys logged time inconsistently, and the finance team spent two to three days each month reconciling invoices.
After implementing BizMagnet Matter Management, all matters were centralized with linked tasks, documents, and time entries. The billing team could pull a complete, accurate WIP summary in minutes — not days. Matter status was visible to partners in real time, and cutoff date enforcement removed the end-of-month scramble.
Frequently Asked Questions
Explore the full Legal Suite
Matter Management is one part of a connected legal ERP. Every module links back to the matter so your team always has the full picture.
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Explore how Matter Management works for your law firm effectively
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