Run Every Matter Inside Microsoft. Powered by AI. Built for Law.
Designed for Law Firms. Built on Microsoft.
Unlike platforms that simply connect to Microsoft 365, Litera Matter Management is native to it. Built on Microsoft Dynamics 365 and the Power Platform and integrated in Outlook and Teams, the tool brings matter intelligence, workflow tasks, and AI assistance directly into the applications your lawyers already use every day.
Agentic AI That Works The Way Lawyers Do
Automatically read documents, extract key dates, build task plans, and reduce manual effort, powered by Azure and Power Platform, inside your existing environment.
Comprehensive Matter Management
Automated Time Recording
Risk & Compliance Management
Built-in audit trails, automated escalations, and compliance workflows aligned to regulatory standards protect client interests at every stage.
Matter Oversight
View a single dashboard with all matters, documents, and tasks. Prioritize work, track SLAs, and monitor budgets and milestones with intuitive timeline.
Document Production & Legal Forms
Generate intelligent document templates and produce case-related documents automatically. Access up-to-date legal forms via integrations with FormEvo, Cloud Forms, and Laser Forms.
Secure and Compliant Hosting
Keep client data secure and compliant with Microsoft-native hosting and governance.
Client Collaboration Portal
Share documents securely, automate progress reporting, and deliver seamless client-facing workflows.
Intelligent Work Allocation
Automatically allocate work to the right person at the right time. Analyze competencies, workloads, experience, expertise, and working patterns to assign tasks to the best-placed individual.
Case Management
Accelerate case workflows with a powerful, rules-driven workflow engine. Guide lawyers to accelerate common work types and get real-time visibility that drives throughput, manages risk, and monitors performance against SLAs.
Up and Running Fast. Built to Keep Growing.
Litera Matter Management is designed to deliver value quickly, without a lengthy IT project or a dedicated development team to get started. Pre-built project accelerators for common work types mean you can go live in a matter of months. Familiar Microsoft tools mean your lawyers need minimal training to get going.
For firms with their own development and product teams, the platform is built to keep evolving. Power Apps, Power Automate, and Copilot Studio give technical teams the tools to continuously configure, automate, and extend the platform, without dependency on vendor-led change. Workflows built in are reusable across your entire M365 estate, so your investment compounds over time.
Litera Matter Management FAQs
Litera Matter Management is a modern legal matter management platform built natively on Microsoft 365. It gives law firms a comprehensive, 360-degree view of every client and matter — integrating directly with Outlook, Teams, and Microsoft 365 to streamline workflows, automate time recording, manage risk, and deliver the kind of client service that builds lasting relationships and drives firm growth.
Most matter management tools require lawyers to leave the systems they already work in. Litera Matter Management is built natively on Microsoft — the platform law firms already rely on every day. That means client data, matter workflows, and AI-powered insights surface directly inside Outlook and Teams, with no context switching, no new logins, and no behavior change required. It is enterprise-grade and built specifically for legal — not retrofitted from another industry.
Litera Matter Management is powered by Microsoft Copilot and Litera AI+, enabling lawyers to use natural language to query matter data, automate routine tasks, and surface insights — directly within their Microsoft environment. Instead of hunting through systems for case status or billing data, lawyers ask, and the platform answers. The time reclaimed goes back to high-value legal work — and ultimately, to stronger client service and more matters.
Yes. Litera Matter Management is built on Microsoft, with deep native integration across Outlook, Teams, and Microsoft 365 on desktop and mobile. Client profiles, matter data, time entries, and workflow notifications all surface inside the tools lawyers already use daily — eliminating the tool fragmentation that costs firms hours every week.
Litera Matter Management includes built-in risk management workflows that help firms identify, assess, and mitigate risks at the matter level — proactively, not reactively. Firms can monitor performance against Service Level Agreements and client commitments, flag potential issues before they escalate, and keep client interests protected throughout the matter lifecycle. In high-stakes legal work, accuracy is non-negotiable — and the right data at the right moment is the difference.
Litera Matter Management automatically logs time at both the client and matter levels, reducing the manual effort lawyers typically spend on time entry and minimizing the revenue leakage that comes from undercaptured billing. Accurate time recording is not just an efficiency gain — it is a revenue protection mechanism that directly impacts firm profitability.
A 360-degree client view means every lawyer in the firm can instantly see the full picture of any client relationship — active matters, matter history, time and billing data, risk flags, SLA performance, and relevant documents — in a single, connected view. This is what enables the kind of maniacal client service that builds lasting relationships and wins repeat business. When lawyers have the right data at their fingertips, every client interaction is more informed, more responsive, and more valuable.
Yes. Litera Matter Management is hosted on Microsoft's enterprise-grade cloud infrastructure, inheriting Microsoft's industry-leading security, compliance, and data governance controls. Law firms and corporate legal departments can deploy it with confidence — knowing that client data is protected under the same security standards that govern the rest of their Microsoft environment. IT and legal leaders can deploy firm-wide with confidence, not consequences.
Litera Matter Management integrates with leading legal forms providers, giving lawyers access to comprehensive, current legal document solutions directly within the matter workflow. Combined with Litera's broader suite of drafting and document management tools — including Litera Draft, Litera Compare, and Litera Create — firms can manage the full document lifecycle without leaving a single connected ecosystem.
Litera Matter Management is part of the only Legal AI platform built to unify the practice and business of law. It connects with Foundation 365 (CRM and relationship management) for a complete client view that spans matters and relationships, with Foundation Scoping for matter-level pricing and budget intelligence, and with Lito — Litera's award-winning AI Legal Agent — for everyday legal task automation. When the practice and business of law run on the same platform, the data stops living in silos and starts working for the firm.
