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Forging a path to profitability: A practical checklist for better matter management

Chances are, your matters have many hidden administrative tasks that can be streamlined. This matter management checklist helps you re-examine – and in some cases eliminate – the tasks that take up your day. By streamlining time-consuming tasks, you can use the time you save to focus on client matters that generate billable hours.

Focusing on your firm’s efficiency and taking a more strategic approach to client matters, you can start down a path of greater productivity and efficiency. There may be no process that is more complex than matter management. If you can master it, your firm’s journey towards greater profitability will be that much faster.

Learn more about key steps at each phase:

  • At the outset of the matter
  • During the matter
  • Matter wrap-up and review

Complete the form below to get the checklist.