Legal project Management
Coordinate legal matters, client deliverables and deadlines in one project workspace. Connect responsible attorneys, practice areas and matter budgets with assigned deliverables, filing milestones, dependencies and client-approval status, supported by personal work and project-overview pages.
What’s inside
Explore the included workspaces and the records they manage.
Matter and client portfolio
Track matters by client, practice area, billing model and responsible attorney. Maintain budgets, target closure dates and progress in the matter record.
Client deliverables and document work
Assign client deliverables to professionals with priorities, due dates and workstreams. Track completion, scope and document status against the related matter and milestone.
Deadlines and billing milestones
Manage matter deadlines and milestones with type, jurisdiction and filing requirements. Review due dates and linked deliverable progress to identify approaching obligations.
Dependencies and blocked work
Connect prerequisite and dependent deliverables using deadline-dependency records. Track predecessor completion and blocked status when coordinating the next piece of work.
Effort and client-approval context
Record billable status, budgeted hours and client-approval status on deliverables. Keep matter budgets and notes alongside the assigned work to support project reviews.
Personal work and project progress
Review assigned work and matter progress using the personal workspace, project overview and analytics pages. Keep ownership, status and upcoming deadlines visible during team follow-up.
How it works
Matter Command Center
Coordinate legal matters, client deliverables and deadlines in one project workspace. Connect responsible attorneys, practice areas and matter budgets with assigned deliverables, filing milestones, dependencies and client-approval status, supported by personal work and project-overview pages.
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01
Matter and client portfolio
Track matters by client, practice area, billing model and responsible attorney. Maintain budgets, target closure dates and progress in the matter record.
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02
Client deliverables and document work
Assign client deliverables to professionals with priorities, due dates and workstreams. Track completion, scope and document status against the related matter and milestone.
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03
Personal work and project progress
Review assigned work and matter progress using the personal workspace, project overview and analytics pages. Keep ownership, status and upcoming deadlines visible during team follow-up.
Built for
The teams that need this app.
Every role works in the same shared product.
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Daily teams
Run Legal project Management with the tables and views needed for repeated operational work.
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Approvals and visibility
Track exceptions, review work, and keep the team aligned from a shared workspace.
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Ready to configure
Connect supported settings, roles, integrations, and reports without changing the publisher-managed product.
Built for scale
Structured enough to grow with the team.
Start quickly without blocking the path to live operations.
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Multi-user by default
Use roles and workspace permissions to let different teams operate from the same app.
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Structured records
Data lives in typed tables with views, forms, references, and audit-friendly history.
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Workflow-ready
Workflows run against isolated workspace data while the publisher maintains the product logic.
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API-accessible
Use the app through UI workflows or API surfaces as your implementation matures.
What you get
Views, records, and workflow controls.
The public page preview uses the same structure as the published product pages.
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Operational dashboard
Track active work, exceptions, owners, and recent activity from the same workspace.
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Core records
Work from filtered, grouped, and role-aware table views instead of static spreadsheets.
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Workflow control
Use workflows to operate the supported process around your workspace data.
The loop
The process lives beside the data.
Activate the app, configure your workspace, and run the real business process.
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01
Activate the app
Add the publisher-managed product to your workspace and start using it with your organization data.
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02
Review the schema
Start with 14 tables and the included relationships, forms, and views.
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03
Configure the workflow
Set workspace roles, permissions, and supported workflow options for the process you run.
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04
Invite the team
Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Workflow configuration
Included workflow definitions
Review and configure the workflows for your workspace before enabling them.
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Configured workflows
Includes Client Deliverable Assignment Notification, Client Deliverable Overdue Notification, Deadline / Billing Milestone Auto-Completion. 6 workflow definitions in total. Published workflow configurations start inactive. Review triggers, connections and recipient settings before enabling them.
Compared
Blank setup vs a published app.
Start from a working system instead of a blank canvas.
| Consideration | Before | Published app |
|---|---|---|
| Go-live | Blank app, spreadsheet import, and manual setup. | Publisher-maintained app with schema, views, forms, and defaults. |
| Workflow | Process lives outside the system. | Workflows can run beside the records they operate on. |
| Iteration | Changes require rebuilding the system from scratch. | Configure workspace settings, roles, permissions, and supported workflow controls. |
| Access | Shared credentials or duplicated sheets. | Workspace users, roles, and app-level permissions. |
Time to value
Activate, configure, operate, scale.
A practical rollout path from first click to real team usage.
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Day 1
Activate
Start using the app, review the included process, and add the first workspace records.
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Week 1
Configure
Set roles, workspace options, and the first supported integration or workflow.
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Month 1
Operate
Move real work through the app and refine reports from day-to-day usage.
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Quarter 1
Scale
Invite more teams, connect APIs, and standardize the operating model.
Technical proof
Workspace-safe by design.
The publisher maintains the product while your workspace data stays isolated.
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Publisher-owned product
The publisher maintains the app and releases improvements without handing over the base product.
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Workspace data isolation
Your records, access settings, and activity stay isolated and tied to your workspace history.
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Governed extension path
Connect approved APIs, workflows, reports, and screens through product-supported extension points.
FAQ
Common questions.
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What is included when I activate this app?
The app schema, pages, views and configuration are copied into your workspace. Business records start empty.
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Can I tailor the app to my team?
You can configure the installed tables, fields, views, pages, permissions and workflows for your process.
Explore the app