Matter Management Software
Iken Matter Management is designed to meet the needs of commercial legal teams and other functions whose work is primarily professionally-led, and where matters of similar kinds typically follow slightly different routes.
Similar to Case Management, the Iken Matter Management Software delivers matter-centric document and email management with an appropriate degree of automation. Letters, documents, contracts and emails are automatically completed with addresses, matter references and other details, thus ensuring that professionals and their teams can concentrate on content rather than format.
At a glance the key features of Iken Matter Management Software are:
- One central location for all information relating to a particular matter
- Integrated document and email management
- Efficient document assembly with templates and precedents
- Shared contact management for clients and other business relationships
- Wide range of workflows for appropriate levels of automation
- Diary and event management for key dates and deadlines
- Automated time recording
- Powerful reporting tools
These features ensure that the Iken Matter Management Software delivers:
All matter-related information in one place
All documents are stored in the central database; this includes emails, letters, acknowledgements, meeting agendas, forms and any other kind of document. You can view all the documents related to the matter or based on a certain standard, all the documents associated with a particular contact, or all the documents owned by one person or typed by another.
Iken’s extensive email integration (including Outlook, Lotus Notes and other packages) means that you can save emails and attachments to an appropriate case at the touch of a button, helping you to stay on top of your inbox.
Optional scanning facilities are also available so that incoming letters can be stored alongside other documents and emails. Alternatively, Iken will inter-operate with corporate document imaging systems.
Reduced time spent on document creation and management
With the use of customised templates, precedents and workflows, documents are created, stored and managed in real-time within the Iken System. You can also relate parties to a file and link contact details to pre-populated templates, avoiding the unnecessary overheads of typing details in every time.
.
Easier client care and business networking
Iken delivers an organisation-wide, shared contact database to aid collaboration and ensure that team members have access to the very latest information. Contact details can be automatically inserted appropriately into forms and precedents. It is also easy to determine all the files and cases associated with a particular contact at any one time to assess whether there are any conflicts or areas of risk.
.
Work is appropriately automated
Workflow may be heavily controlled or largely free-flowing, with Iken’s three levels of workflow providing appropriate levels of automation depending on the type of work being carried out. A number of standard workflows already exist to support legal proceedings, debt recovery and other activities.
Diary and event management
Iken Matter Management software can be fully integrated with your diary system, supporting diary management with automatic scheduling, reminders for bring forward dates and key date chain management to ensure that you keep on top of appointments and activities.
Automated time recording and tracking
Optional time tracking is designed for professionals who need to track time in order to recharge clients, plan budgets and monitor workloads. Individuals are able to record and track the time they have spent on emails, documents, task list items, meetings or other matters and allocate time appropriately without adding to their administrative load. Iken time tracking is delivered with a suite of management reports for the purposes of client billing, departmental cross charging, budget allocation, workload monitoring and personal time management.
Reporting - automated and user-defined
In addition to a set of standard reports, Iken allows user-configurable reporting to suit different organisational needs. Reports can be defined and scheduled to run at set intervals, delivered in a format ready for publication, or exported to Microsoft Excel for further manipulation.
Know–how – easy sharing of best practices and support for CPD
In addition to the team-based sharing of case, matter or project-based information, professional teams often require the ability to share a library of intellectual capital, including best practices, industry guidelines, regulations and other standard documents. Iken does just that, providing a repository of information available locally, or from the internet. It’s the perfect tool for supporting continuous professional development.
Records management
This is increasingly important in the context of the Freedom of Information Act (within the public sector) and for Discovery & Disclosure purposes (within the private sector). Iken contains an audit trail of the management of all records of every kind, from cases, matters and projects through to individual documents and emails. Records management also extends to the records of individual people and businesses associated with different tranches of work, to assist with internal operation of Data Protection principles.
Contact us to find out how Iken can enhance your matter management, or to arrange a demonstration of Iken’s Matter Management Software.