Matter Management

 Template

Delight end users and enforce legal policies with simplified matter intake

Streamlining Legal Matter Management with Tonkean

In any enterprise, the interaction between legal teams and other departments can often be fraught with complexity and confusion. This is primarily because most employees outside of the legal team are not familiar with what a 'matter' is, let alone how to properly engage with legal processes. Herein lies the challenge: how do we simplify the legal matter intake process to make it accessible for all employees while ensuring that legal teams receive actionable and compliant requests? The "Matter Management" template by Tonkean provides an elegant solution to this conundrum.

Tonkean's platform leverages powerful no-code process automation to streamline the intake and triage of new legal matters. By automating these processes, Tonkean not only simplifies the experience for users across the organization but also enforces vital legal policies without the need for extensive manual intervention.

Example Use Case: Simplified Matter Intake

Consider a scenario where an employee needs to initiate a legal review for a contract. Traditionally, they would need to understand complex legal processes and navigate through a cumbersome system of forms and approvals. With Tonkean's "Matter Management" template, employees are guided through a user-friendly intake form that captures all necessary information. The intuitive interface ensures that employees provide the right data without needing deep legal knowledge, thus reducing errors and omissions.

Tonkean seamlessly integrates with tools like DocuSign and Google Drive to automatically handle document management and approvals. This integration facilitates a smooth transition from intake to approval, ensuring that legal teams receive complete and actionable requests, thus expediting the process.

Example Use Case: Enhancing Communication and Compliance

Another powerful feature of Tonkean is its ability to enhance communication between legal teams and other departments. Using intelligent request classification, the platform categorizes and routes matters to the appropriate legal team members, ensuring that requests are handled by the right experts. This not only improves response times but also ensures compliance with internal policies and regulations.

Moreover, Tonkean's platform offers a request status tracker, providing employees with real-time updates on their requests' progress. This transparency reduces follow-up emails and calls, allowing legal teams to focus on more strategic tasks.

Conclusion

Tonkean's "Matter Management" template is a game-changer for legal operations within enterprises. By simplifying the matter intake process, ensuring compliance, and improving communication, Tonkean empowers legal teams to work more efficiently and effectively. With seamless integration into existing tech stacks, including popular tools like Slack and Outlook, Tonkean orchestrates a streamlined legal process that benefits both legal teams and their internal clients.

Explore how Tonkean can transform your legal operations by visiting our Legal Works page.

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Last Updated
February 10, 2023
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Frances Pomposo, Senior Director of Legal Operations and Chief of Staff to General Counsel
Tonkean is a leader in Business Process Management on G2
Tonkean is a leader in Business Process Management on G2
Tonkean is a leader in Business Process Management on G2
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