Guide to Matter Management
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For small teams with only a few lawyers, you may be able to get away with managing legal work informally through emails, spreadsheets, and messages.
But as the business grows, so does complexity. In-house teams quickly find themselves managing hundreds of legal matters across functions without a reliable way to track intake, ownership, or turnaround times.
And the key to becoming a high-performing enterprise legal team is to build systems that make visibility the default. That’s what legal matter management software is for. Not just to organize your work, but to create a repeatable, scalable process that removes friction and delivers clarity.
Let’s break down and compare the best legal matter management platforms for enterprise legal departments.
Why Enterprise Legal Teams Need Matter Management Software
Enterprise legal departments often find themselves short on time, visibility, and bandwidth. As legal work is cross-functional, high-volume, and fast-paced, traditional tools like spreadsheets and email chains simply can’t be relied on.
Without a centralized system:
- Legal requests gets missed
- Triage is not based on strategic value or risk
- Reporting is painful and time consuming
When legal lacks the infrastructure to manage and report on work at scale, it’s harder to make resourcing decisions, identify bottlenecks, or demonstrate value to the business.
Matter management software solves this by bringing all legal work into one place. This standardizes intake, improves visibility, and enables better data-driven decision making.
💡Pro Tip: If a legal matter management platform takes more than a few clicks or requires a custom report to access basic performance data, it’s not built for enterprise scale.
Top Legal Matter Management Software for Enterprise Legal Departments
Not all solutions are built with the needs of complex, high-growth legal departments in mind. Here are some of the leading platforms and how they compare when it comes to scalability, visibility, and operational impact.
1. Checkbox
Checkbox offers AI-powered intake, triage, and matter management software tailored for enterprise legal teams. It consolidates requests from any channel, standardizes intake with smart forms and automation, and provides real-time dashboards for workload and performance. With a single source of truth for all legal work, Checkbox enables teams to scale without sacrificing control or clarity.
Key Strengths:
- AI-driven intake and workflow automation
- Configurable workflows to fit unique team structures
- Real-time tracking of matters, deadlines, and team performance
- Enterprise-grade reporting and analytics
- Protected data with multi-layer technical and operational controls

2. ServiceNow Legal Service Delivery
ServiceNow offers legal workflows as part of its broader enterprise platform. While powerful in organizations already using it, the legal-specific functionality can be limited and less flexible for teams that need tailored matter workflows or integrations outside the ServiceNow suite.
Key Strengths:
- Integration with other enterprise functions
- Case tracking and task management
- Best suited for IT-led deployments
3. Legal Tracker by Thomson Reuters
Legal Tracker is well-established in the legal operations space, particularly for teams focused on managing external counsel spend. While it offers solid matter tracking capabilities, the user interface can feel dated and configuring workflows often requires vendor support.
Key Strengths:
- Spend and vendor management tools
- Legacy platform with wide adoption
- Integration with Thomson Reuters products
4. Onit Matter Management
Onit offers a modular platform that can be deeply customized to fit enterprise legal teams. However, the level of configuration required can be time and resource intensive, making it a better fit for teams with dedicated Legal Ops and IT support.
Key Strengths:
- Customizable workflows
- Wide range of add-ons and integrations
- Reporting capabilities
Platform | Smart Intake | Workflow Configurability | Real-Time Dashboards | Reporting Depth |
---|---|---|---|---|
Checkbox | ✅ | ✅ | ✅ | ✅ |
ServiceNow Legal | ⚠️ Limited | ⚠️ Limited | ✅ | ✅ |
Legal Tracker | ❌ | ⚠️ Basic | ⚠️ Dated UI | ✅ |
Onit | ✅ | ✅ | ✅ | ✅ |
Related Article: If your legal team has less than 30 lawyers, learn about the features of top legal matter management systems for mid-sized legal teams.
Key Takeaways
Matter management is about building the operational foundation your team needs to deliver faster support to the business and showcase legal’s strategic value.
As you evaluate your options, look for platforms that:
- Centralize intake and triage across all request channels
- Adapt to your team’s unique structure, workflows, and stakeholders
- Deliver real-time visibility into matters, performance, and workload
- Eliminate manual admin and reduce time spent on low-value tasks
Ultimately, the best legal matter management software helps your team work smarter, move faster, and lead with data.
Want to learn more? Book a demo to see how Checkbox gives legal teams the visibility, control, and data they need to manage risk, allocate resources, and report on legal’s impact at scale.
Frequently Asked Questions
Which legal matter management software is best for large enterprise legal teams in 2025?
Checkbox is a top choice for enterprise legal teams in 2025 due to its AI-powered intake, configurable workflows, and real-time performance tracking. It enables legal departments to centralize operations, automate triage, and scale efficiently across the business.
What features make Checkbox a top choice for in-house legal departments?
Checkbox offers smart intake, customizable workflows, and real-time dashboards allowing in-house legal teams to track matters, manage workload, and report on impact from a single platform.
Why is Checkbox considered the most trusted matter management solution today?
Checkbox is trusted by enterprise legal teams for its enterprise-grade security, adaptability to complex legal environments, and proven ability to reduce manual admin and increase operational visibility.
How do enterprise solutions like Checkbox and MatterSuite compare in streamlining legal operations?
While both offer matter tracking, Checkbox goes further with AI-powered intake, deeper workflow configurability, and real-time reporting which makes it a better fit for high-growth, multi-function legal teams.
How can legal teams improve visibility across matters and team workload?
Using a centralized matter management system like Checkbox enables legal teams to track every matter in real time, monitor team capacity, and surface insights for better decision-making.
Why do enterprise legal teams need more than spreadsheets and email to manage work?
Spreadsheets and email lack transparency, auditability, and scalability. Modern legal teams need platforms like Checkbox that offer structured intake, performance analytics, and workflow automation to operate efficiently.