In-House Legal Matter Management
Organize and track hundreds of legal matters using Claude Projects, generating status dashboards and stakeholder reports.
40-60% reduction in matter administration
Consistent tracking and reporting
Workflows & Enterprise Tools
The Problem
- ✗Multiple matters at various stages
- ✗Stakeholders asking for updates
- ✗Deadlines buried in documents
- ✗Limited visibility into workload
- ✗Board reporting burden
How Claude Helps
Organizes matter information, maintains matter context, generates status updates, tracks deadlines and milestones, and creates stakeholder reports.
Step-by-Step Workflow
Create project
Set up a Claude Project for each matter or matter type.
Add relevant documents
Upload documents, context, and background information to the project.
Define milestones
Establish deadlines, milestones, and key dates for the matter.
Generate regular updates
Produce weekly, monthly, or quarterly status reports for stakeholders.
Track progress
Monitor matter progress against goals and deadlines.
Produce reports
Create board summaries, business unit updates, and team status reports.
Example Prompt
Set up matter management for my in-house legal team: MATTER CATEGORIES: 1. Commercial Contracts (ongoing) 2. Employment Matters 3. Litigation/Disputes 4. Corporate Governance 5. Real Estate/Leases 6. Regulatory/Compliance FOR EACH MATTER TRACKED: - Matter name and description - Business owner/stakeholder - Priority (High/Medium/Low) - Status (Open/Pending/Closed) - Key dates and deadlines - Next action required - Budget/spend tracking DASHBOARD REQUIREMENTS: - Matters by category - High-priority items - Approaching deadlines (next 30 days) - Matters by business unit - Trend data (open/closed over time) REPORTING NEEDS: - Weekly team status - Monthly business unit updates - Quarterly board summary Help me structure this in Claude Projects.
Frequently Asked Questions
Can Claude replace matter management software?
Claude Projects provides organization and context. For full matter management (time tracking, billing), dedicated systems may be needed.
How do I maintain context across many matters?
Use separate projects for different matters or matter types. Claude maintains context within each project.
Can multiple team members access the same matter?
For team collaboration, establish shared conventions for matter organization.