Home|Using Nintex|Use Cases|Matter and case management
Matter and case management

Streamline your critical processes from intake to settlement 

A simple way to handle administrative tasks

Law firms invest significant time reviewing new leads, managing matter information, and handling administrative tasks like generating an invoice or check request.  What if these processes could be streamlined and simplified?  Attorneys and finance teams analyze data from multiple systems to attempt to understand key performance indicators by matter, practice group, or dates.  What if this data was easily accessible in a user-friendly, configurable dashboard? 

Capabilities Used
Benefits
Manage all matters in one place
Simplify and streamline the day-to-day activities and tasks that consume a legal team’s bandwidth. Check for conflicts prior to engaging in a new matter, and easily configure workflows to create and assign tasks to team members.
Combine financial and expenses data
Integrate budget information with timekeeping and billing data to enhance your management of cases.
Analyze with a 360-degree view
View, share, and export configurable dashboards. Customize key performance indicators based upon your firm’s priorities.
Integrate your financial information

Manage time and billing, budget, and profitability across all critical dimensions such as timekeeper, matter, department, or date. Integrate with key line of business systems including CRM, ERP, expense management, and more.  

Watch the case management solution in action

See how the matterPRO solution from Nintex Partner Method Automation uses a pre-built K2 Software solution to streamline matter management processes from intake to settlement.

Work with a trusted partner

Nintex Partner Method Automation builds solutions leveraging K2 Software that transform time-intensive processes into hyper-efficient, user-friendly business applications that increase productivity and provide full visibility. 

Logo of Method Automation Services
An automation solution for every industry

No matter your industry or business role, the Nintex Process Platform gives your team the tools - and time - to get your best work done.

Request a live demo
See how you can manage, automate and optimize your business processes today ‐ get a demo from one of our experts.
Why Our Customers Trust Nintex on

Please wait while form loads...

Couldn't load the form.

Please disable your ad blocker or try a different browser. If you continue to experience issues, please contact info@nintex.com