Every Matter. Every Detail. One Dashboard.
Matters, contacts, tasks, deadlines, documents, and billing — all in one place. No more scattered information across disconnected tools. Just one unified view of every case in your firm.
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Why Firms Switch to LegalEdge for Matter Management
The average attorney wastes 2.3 hours per week searching for case information across disconnected tools. LegalEdge eliminates the chaos.
Single Source of Truth
Every document, note, email, time entry, and billing record lives inside the matter. No more hunting across five tabs to find one detail.
Custom Fields & Tags
Build the data model your practice actually needs. Add unlimited custom fields, color-coded tags, and practice-area-specific views without writing a line of code.
Linked Matters & Contacts
Connect related cases, opposing parties, co-counsel, and corporate family trees. See the full relationship map at a glance so nothing falls through the cracks.
Built-in Conflict Checking
Fuzzy and phonetic matching runs automatically when you create a matter or add a contact. Catch conflicts before they become bar complaints.
How It Works
Create a Matter in Under 60 Seconds
Open a new matter with a single click. LegalEdge pre-populates jurisdiction-specific fields, assigns a unique matter number, runs conflict checks in the background, and notifies assigned attorneys — all before you finish typing the case caption.
- Auto-generated matter numbers with customizable formats
- Conflict check runs automatically against every contact and alias
- Jurisdiction-specific templates pre-fill required fields
- Assign team members with role-based permissions per matter
The 360-Degree Matter Dashboard
Stop toggling between billing software, a calendar app, a document drive, and a separate task manager. The matter dashboard surfaces every data point — upcoming deadlines, unbilled time, trust balances, recent documents, and open tasks — in one scrollable view.
- Real-time financials: fees, costs, trust balance, AR aging
- Timeline view of all activity across the entire matter
- Pinned notes and critical dates always visible at the top
- One-click navigation to any linked matter or contact
Task and Deadline Management That Actually Works
Most practice management tools give you a checklist. LegalEdge gives you deadline chains with court-rule awareness, automated reminders, dependency tracking, and workload balancing across your team. When a hearing date moves, every downstream deadline recalculates automatically.
- Court-rule-aware deadline chains across all 50 states
- Automated reminder sequences via email and in-app notification
- Task dependencies and predecessor/successor relationships
- Workload view shows capacity across every team member
Workflow Automation for Repeatable Processes
Turn your best procedures into automated workflows. When a new personal injury matter opens, LegalEdge can automatically create 23 tasks, send a welcome email, generate a retainer agreement, request medical records, and schedule a 30-day follow-up — without anyone lifting a finger.
- Trigger workflows on matter creation, status change, or deadline
- Conditional logic adapts steps based on matter type or jurisdiction
- Pre-built templates for litigation, PI, family law, and more
- Full audit trail of every automated action for compliance
Powerful Search and Filtering
Find any matter, contact, document, or note in milliseconds. Full-text search indexes every file and email in every matter. Advanced filters let you slice your caseload by practice area, responsible attorney, status, date range, custom tags, or any combination.
- Full-text search across documents, emails, and notes
- Save custom filter views for quick access to common queries
- Bulk actions: reassign, tag, archive, or export multiple matters
- Keyboard shortcuts for power users who live in the platform
Connected to Everything in Your Firm
Matter Management is the hub of LegalEdge. Every other feature connects directly to it — no syncing, no imports, no broken integrations.
Time Tracking
Time entries automatically link to the active matter. Passive capture tags work to the right case with 95%+ accuracy.
Billing & Invoicing
Generate invoices directly from unbilled time and costs on any matter. Split billing and flat-fee arrangements are built in.
Conflict Checking
Every new matter and contact triggers an automatic conflict search. Results appear before you can save the record.
Client Portal
Clients see their matter status, shared documents, invoices, and messages — all controlled by per-matter permissions.
“We went from managing 200 matters across four different tools to having everything in one dashboard. Our paralegals saved over 10 hours a week on administrative work alone. I genuinely don’t know how we operated before LegalEdge.”
James Whitfield
Managing Partner, Whitfield & Associates — 14-attorney litigation firm
See Your Matters in One Place
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