Matter Management

Download PDF As a professional if you are managing multiple projects, matters and cases manually, or using a combination of spreadsheets, programs, apps and software; there is a huge possibility that unintentionally some bits may fall through the cracks. This could mean missing hearing dates, crucial deadlines or meetings, which can adversely impact your client, the matter, and your reputation.

myKase offers a cloud based legal matter management system, which allows you to access and manage all the Matter information on a single click, from anywhere, at any time. The entire information is available in a Secure, Searchable, and Centralized repository.

The Matter Dashboard enables a user to zoom into the micro-details of a matter and zoom out to a holistic view of the matter in hand. With this law matter management software, through a single screen, you can view all the matter related information including Tasks, Documents, Communication & Messages, Activities, Team Members, Client Contacts, Court Hearings, Time Entry, Key Dates.

Challenges   Solutions

Scrattered case and client information

centralized and searchable repository of case and client: one point anytime- anywhere- authorized access

Relying on manual processes and follow ups

online collaboration & communiation on tasks & workflow, with reduced reliance on emails & phone calls

risk of missing critical deadlines

built in auto alerts, notifications to keep track of every key date and deadlines

barriers to collaboration

case dashboard keeps all stakeholders in sync about the status of the case with transparency

continuous improvement in operational efficiency

Reports, stats, analytics across activities & tasks help plan & stragegize

With myKase you can

  • Create new matters, classify, add descriptions, owner, parties involved & contact person/s
  • Capture & edit variables viz., court details, matter type, matter details, category & issues, opponent party & lawyers detail
  • Instantly and securely share files with controlled access.
  • Create and edit documents and maintain version of documents
  • Scan and upload multiple matter related documents
  • Define ownership, team involved, notifications required
  • Maintain confidentiality of Documents
  • Keep track of every key date & deadline coming up for each matter

Matter Management



Court Hearings

Time Entry




The legal matter management software solutions are Technology enabled solution, which help practices in effective management.

  • Single repository of multiple documents and their build up viz. annexures, supporting documents, versions, drafts, notices to replies, appeals, pleadings, orders, related judgments, other research material, important e-mails.
  • Allows users to keep all of important information, dates, deadlines, case brief, previous hearing details, notes, communication, etc all in one centralized place. Sets automated alerts and reminders for court hearing dates and allows you to sync your Outlook and other calendars with the same.
  • Accuracy and time saving due to complete case history and guidance at one place.
  • Mitigates risk of taking inconsistent positions, since matter / issue wise insights are readily available.
  • Reduces errors of omission and duplication.
  • Improved strategy using data analytics and insights.
  • Easier collaboration with internal and external counsel.
  • De-risking delays, errors ,loss due to change of team.
  • Take your work with you wherever you go and don’t miss out on deadlines and dates.
  • Better communication ensure minimum dependency and maximum time utilization.
  • Recording all expenses becomes very easy. You can get ready reports for budgets, spends, schedule, aging, etc.


To run and manage any business, one needs objective data and information. As the adage goes “if you cannot measure it, you cannot manage it”.

  • Use the ‘easy to read reports‘ generated by myKase system and make informed business decisions based on that information. The list of predefined reports help you explore every aspect of your practice such as tasks, productivity, collections, billing, expenses and maximize efficiency.
  • You can export each of the reports to Microsoft Excel, allowing you to organize your data to suit your particular needs.
  • Generate reports for a single user, the team or the Firm as a whole.

Select Task/ Activity/ Function

Select Users/ Firm

Select Data Range

Get The Reports


  • Invoicing details
  • Expenses details
  • Collections
  • Time reports
  • Productivity per user
  • Revenue per matter
  • Origination report
  • Productivity per matter


  • Tasks completed
  • Tasks rejected
  • Overdue tasks
  • New matters added
  • Time entry details modified
  • Documents added

(to check on activity on myKase Platform)

  • List of activity done by user/s
  • Client messaging
  • Client credentials enable / disable
  • Export to PDF / Excel
  • Email lists
  • Delete requests
  • Rights activity - new