Matter management

    Legal matter management software for in-house legal teams

    Internal requests, contracts, litigation, advisory work: every case is structured in a single matter, with its chronological thread, documents, deadlines and decisions. Your lawyers retrieve the full history in seconds, without rebuilding an email thread.

    The legal matter, at the heart of the legal department

    A legal matter is not a document folder. It is a living object that brings together an initial request, exchanges with business teams and outside counsel, successive decisions, evolving documents, deadlines to meet and a financial exposure. Steering a legal department relies on the quality of these matters: their completeness, their traceability, their accessibility. Juriview structures each matter around a single chronological thread, where every building block — communication, documents, tasks, workflow, AI — fits together without copy-pasting between tools.

    What a Juriview matter covers

    Six building blocks that articulate the life of a case, from opening to closing, with no break between tools.

    Full chronological thread

    Every action on a matter tracked in a single view: requests, messages, documents, decisions, tasks. A native audit trail, enforceable and exportable.

    Automatic linked records

    A matter can carry contracts, disputes, invoices, correspondence, tasks and deadlines. Linked objects automatically surface in the thread.

    Structured collaboration

    Per-matter internal messaging, mentions, task assignment, targeted notifications. No more email threads getting lost.

    Matter templates

    Create matter types with their own fields, workflows and checklists: commercial contract, employment dispute, corporate transaction, regulatory matter, and more.

    Generative AI on the matter

    Automatic summaries, key point extraction, drafting assistance, version comparison. The AI works within the matter's context, not in a vacuum.

    Cross-matter search

    Find any matter by counterparty, practice area, period, amount or status. Combinable filters and saved views.

    Living matter

    A living matter, not a dead file

    Most legal DMS tools treat a matter as a filing folder: you store documents in it, put a lid on it, and never touch it again. The outcome is familiar: six months later, nobody knows where the case stands, who approved what, or why a given decision was taken.

    Juriview rejects that passive archiving logic. Each matter stays alive as long as the case does: deadlines keep raising alerts, new documents are indexed automatically, exchanges remain timestamped, workflows can be restarted. The result: a lawyer picking up a matter three months later understands its history in five minutes, not five hours.

    Discover the Ticket Legal Management approach

    They chose Juriview

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    Logo Absoluce Auditis
    Logo Groupe Carso
    Logo Laboratoire Arrow
    Logo Best Western
    Logo Capifrance
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    Logo Digit RE Group
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    Matter management, case management, legal file management: where does Juriview stand?

    Three vocabularies for the same need, with different scopes. Here is how Juriview positions itself on each.

    Matter management

    An Anglo-Saxon approach, born in large international groups, that steers matters through their financial dimension: budget per matter, provisions, outside counsel fees, internal rebilling and consolidated reporting. Juriview covers this scope natively: each matter carries its financial exposure, provisions and external costs, consolidated by practice area, entity and business unit.

    Legal case management

    A procedural view of the file, suited to law firms and structured litigation: parties, court, filings, procedural deadlines, appeals. Juriview covers this scope through its litigation module, which records each procedural step, raises deadline alerts and links documents to the matter without pulling them out of their context.

    Legal file management (French approach)

    Cross-functional steering of the legal department, combining internal requests, contracts, litigation and advisory work within a single matter logic. This is Juriview's native positioning: a matter belongs neither to litigation nor to contracting, it aggregates everything relating to a case, whatever its legal nature.

    Frequently asked questions about legal matter management

    A legal DMS stores, classifies and indexes documents: it is a document repository. Matter management software articulates the document with everything else — the request behind the matter, the exchanges, the tasks, the deadlines, the decisions and the financial exposure. The document becomes one item in a tracked story rather than an isolated file in a folder tree. Juriview includes a DMS, but the unit of steering remains the matter.

    Yes. Each matter type — commercial contract, employment dispute, corporate transaction, regulatory matter, one-off advice — has its own template: specific fields, opening checklist, approval workflow, alerts and access rights. Templates are configured by the legal department, with no development work. A matter created from a template automatically inherits its structure and associated tasks.

    Juriview offers bulk import from SharePoint, Google Drive, a network share or an export from your current tool. Documents are imported with their folder structure, indexed in full text and linked to matters according to mapping rules defined with you. AI helps qualify imported items (document type, counterparty, dates). Support is included during rollout.

    Yes. Rights apply at matter level and, where needed, at document level. A sensitive matter — internal investigation, confidential transaction, dispute involving an executive — can be limited to a named list of users, excluding functional administrators if required. Every access is logged, which lets you evidence who accessed what and when.

    Yes, that is the core of the Ticket Legal Management approach. A request submitted by a business team through the portal is qualified, then converted into a matter of a given type, keeping the initial request's history, attachments and requester. The lawyer re-enters nothing: they pick up an already structured matter whose chronological thread started with the very first request.
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