Matter Management

​SharePoint can be a very effective platform for Client & Matter Management systems when paired with Microsoft Office and low cost tools from Macroview.  In some cases integration with Microsoft CRM can also be added to provide a seamless way of recording all client and document interactions.

​Client and Matter management systems for legal professionals have typically been the domain of specialized software packages that were designed for a single purpose.  Today firms are realizing that integration between client/matter systems, email, collaboration tools, and search provides a more strategic value to the firm over non-integrated specialty systems.

Eastridge works with legal professionals to build customized client/matter systems based on SharePoint with the following features:

  • Tree view visualization of all content within SharePoint
  • Drag and drop functionality for easy storage of emails and documents into SharePoint team sites.
  • Offline support for document libraries
  • Powerful yet simple search mechanisms allow you to search by matter number, client, document name, or any combination
  • Consistent user interface between Outlook, Word, Adobe, and SharePoint
  • Unique document numbering
  • Enhanced document level security
  • Save PDF to SharePoint plugin
  • Client/matter saving and opening of Microsoft Office documents
  • and many more features.