Matter Tracking Software: Why Your Legal Team Needs It

Keeping track of legal matters shouldn’t feel like a scavenger hunt, yet for many teams, it does.

If your legal team is still juggling spreadsheets, email threads, and scattered notes to track matters—what are you even doing? Not to be dramatic, but maintaining this approach is holding you back.  

Without an efficient and organized way to track and manage matters, you risk missing deadlines, losing information, and frustrating stakeholders. But there’s a solution: matter tracking software—the streamlined, structured, and sanity-saving solution your legal team needs.

What Is Matter Tracking Software?

What is a legal matter? Any task, issue, or case that requires attention from the legal team.  

What is matter management? A process that involves organizing, tracking, and resolving legal matters by creating workflows, maintaining records, and ensuring timely task completion to enhance accountability and results delivery.

Then what is legal matter tracking software? A platform designed to help legal professionals organize, track, and manage all their legal work in one place—so you always know what’s happening, who’s handling it, and what’s coming next. In other words, it acts as a single source of truth for an entire legal team.

Instead of sifting through endless email chains or estimating the status of a case, matter tracking software provides real-time updates, clear workflows, and an “at-a-glance view” of every matter.  

Whether it’s legal client matter tracking or internal case management, the goal is the same: to eliminate confusion and enhance visibility.

Why Legal Teams Need a Dedicated Tracking Solution

You wouldn’t run finance without an accounting system, so why manage legal matters without a dedicated matter tracking solution? Here’s why legal teams, especially in fast-growing companies, need a purpose-built solution:

• Scattered information slows you down – Hunting for updates across different tools wastes time and increases the risk of errors.

• Lack of visibility leads to bottlenecks – Without real-time tracking, matters can be delayed, leaving legal teams reactive instead of proactive.

• Manual tracking kills efficiency – Spreadsheets and emails can’t keep up with the fast-moving nature of legal work. Automation ensures nothing goes overlooked.

• Proving legal’s value is hard – Leadership wants data and a matter tracker helps legal teams demonstrate their workload, impact, and efficiency with clear metrics.

Key Features to Look For

Not all legal matter tracking tools are created equal. To truly advance your legal team’s efficiency, look for a solution that offers these matter management software features:

How Checkbox Can Help

Checkbox offers a comprehensive in-house matter management software solution that centralizes and provides full visibility over all legal work.

Built specifically for in-house legal teams, Checkbox provides legal teams with the structure that they need without sacrificing on flexibility or scalability. Whether you’re managing a high volume of legal requests, juggling multiple priorities, or struggling to showcase your team’s impact, Checkbox helps legal streamline it all.

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Here’s why legal teams need matter tracking software like Checkbox:

✅ A Centralized Matter Tracker – Keep all legal requests and matters in one place for complete visibility. No more hunting for updates or piecing together fragmented information—everything you need is at your fingertips.

✅ AI-Driven Workflows – Checkbox automates the matter intake process providing AI-powered request capture, routing, and status updates, so your team spends less time on admin work and more time on high-value legal tasks.

✅ Customizable Dashboards – Checkbox allows teams to configure unique workflows, categories, and reporting to fit the specific needs of diverse businesses.

✅ Real-Time Reporting & Analytics – Leadership wants data, and Checkbox delivers. Track matter volume, response times, and overall legal performance in real time. Whether you need to justify headcount, optimize resources, or simply prove legal’s value, our platform gives you the insights you need.

✅ Seamless Integrations – Checkbox works with the tools your team already uses, from email, Slack, and Microsoft Teams, to any system with available REST APIs. This ensures a smooth transition and eliminates the need for disruptive system changes.

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But the biggest advantage? Checkbox doesn’t just help you track matters—it helps you scale your legal function. With streamlined intake, automated workflows, and data-driven insights, in-house legal teams can handle more work with less effort, reducing bottlenecks and improving overall efficiency.

With Checkbox, legal teams can take control of their matters, demonstrate their impact, and operate at peak efficiency—all from a single, intuitive platform.  

Schedule a call with one of our technology consultants today to see Checkbox, matter AI, and the benefits of matter management software in action.

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