Redefining Matter Management: A Best Practice Guide to Improving Processes and Profitability

A collection of real world case studies highlighting some of the most important achievements and ideas in matter management today.

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  • Publication date: December, 2017
  • Pages: 100


Time – as they say – is money. It is not an uncommon fact that lawyers today spend unnecessary amounts of time seeking out information, and therefore unnecessary amounts of money. In well-established fields, change is often slow; perhaps none more so than in the legal world. Though progress is being made, uptake has been rather slow, much to the dismay of those in the information management business.

Conversely to its cousin, case management, matter management should be thought of more in terms of low-volume but high-value information. The process thus lends itself nicely to forming centralized systems within organizations. It is so pervasive as to allow users to make decisions (e.g. conflict resolution) before matters are even opened, and can maintain a high level of time data accuracy and transparency via unalterable fundamental data.

From innovative and simple interfaces to enhanced reporting tools, from notification systems to customizable workflows, triumphs within matter management have enabled companies to become more efficient by saving time and money, and to engage stakeholders in a meaningful way. Redefining Matter Management: A Best Practice Guide to Improving Processes and Profitability is a collection of case studies that highlights some of the most important achievements and ideas in the field today


  1. How law departments can use legal project management to enhance performance and add value
  2. A simple legal project management framework
  3. Opportunistic approaches to employing Lean Six Sigma
  4. Re-thinking workflows: re-engineering case management processes
  5. Data-driven knowledge management – matter lifecycle management
  6. Taking knowledge management to a strategic level
  7. Componentized budgets for cost-benefit analysis
  8. Creating a realistic matter budget
  9. Managing client intake to increase profitability
  10. X-raying matters – how to improve matter risk management
Full Overview


Peter Bennett
Peter Bennett has been chief operating offi cer (COO) of Bates Wells Braithwaite since 2006. During that time BWB has expanded from £8 million to £25 million with a 225 headcount, converted to an LLP and then to an ABS, and has then become the only law fi rm in the UK to gain the world accreditation for being a socially responsible profi t-making business (B Corps). He is the compliance offi cer for fi nance and administration (COFA), risk manager, data protection offi cer, leads the risk and compliance service, as well as having director level reports in accounting, Human Resources (HR), fi nance and Information Technology (IT).
Barbara J Boake
Barbara J Boake is a senior partner at McCarthy Tétrault LLP, practising in the areas of bankruptcy, insolvency and restructuring. With over 20 years of practice experience and having served on her firm’s board of partners and its executive team, Barbara was named one of the ‘Top 100 Most Powerful Women’ in Canada by the Women’s Executive Network. While a member of her firm’s executive team she was responsible for leading the development and implementation of the firm’s ‘Dialogue Project Management™’ programme. Barbara speaks regularly on all aspects of project management for the legal profession. Barbara can be contacted via email at McCarthy Tétrault LLP.
Toby Brown
Director of Strategic Pricing and Analytics, Akin Gump
Wendy Chang
A partner at Hinshaw & Culbertson, represents lawyers in all types of complex matters that involve the practice of the law, including risk management counseling, ethics, crises management, fee related issues, discipline defense, hotline counseling, professional liability, and litigation defense. Ms. Chang is a certifi ed specialist in Legal Malpractice Law by the State Bar of California’s Board of Legal Specialization. Ms. Chang is a member of the American Bar Association’s Standing Committee on Ethics and Professional Responsibility, and is an advisor to the State Bar of California’s Commission for the Revision of the Rules of Professional Conduct. She is a past chair of the State Bar of California’s Standing Committee on Professional Responsibility and Conduct.
Anthony Davis
Best described as a lawyer’s lawyer. Mr. Davis is a member of the Lawyers for the Profession® practice group and his practice focuses on the laws that govern lawyers. He advises attorneys and law fi rms on legal professional and ethics issues, law fi rm creation, merger and dissolution, risk management, and loss control. Mr. Davis is a lecturer-in-law at the Columbia University School of Law, teaching “Professional Responsibility Issues in Business Practice.” As an adjunct professor of law, Mr. Davis taught “Legal Profession” at Brooklyn Law School for many years. Mr. Davis has served as a member of the New York City Bar Professional Ethics Committee and is a former chair of the Professional Development Committee.
Sally Dyson
Director of Firm Sense Limited, a specialist consultancy providing client relationship evaluation and advice for law firms
Chad Ergun
Director, global practice services and business intelligence, Gibson, Dunn & Crutcher LLP
Rick A Kathuria
National director, project management office and legal logistics, at Gowlings
Aileen Leventon
Aileen Leventon is a business counselor to the legal industry and a practicing lawyer with over 30 years of experience. She consults with law departments, law firms and individual lawyers on strategies to manage and sustain sound financial performance and continuously improve the efficiency of legal work. In addition to advising, coaching, and training, Aileen has facilitated numerous after-action reviews of closed matters to promote buy-in of legal project management techniques. She has also been embedded in ongoing matters to provide analysis and coaching to bring distressed matters back on course.
Keith Lipman
Co-founder, Prosperoware
Catherine Alman MacDonagh, JD
Catherine is a former corporate counsel and law firm executive. She now teaches and provides training and consulting services with a focus on marketing and business development, strategy, process improvement, project management, and operational and process excellence. In her practice, FIRM Guidance, she serves as “trusted advisor to the trusted advisors,” whether training, coaching, or developing competitive advantages. She is also Chief Enthusiasm Officer of Mocktails LLC, which offers experiential networking training programs, including The Legal Mocktail. A Legal Lean Sigma® Black Belt and a certified Six Sigma Green Belt, Catherine is the CEO and a Founder of the Legal Lean Sigma Institute, which offers consulting and the first and only process improvement and project management certifications, courses, and workshops designed specifically for the legal profession. Catherine is an adjunct professor at Suffolk Law School and at George Washington University (Master’s in Law Firm Management) and a frequent guest lecturer at other academic institutions. She is the author of Lean Six Sigma for Law Firms and the co-author of The Woman Lawyer's Rainmaking Game and The Law Firm Associate's Guide to Personal Marketing and Selling Skills. She is a contributing author to six books: Redefining Matter Management: A Best Practice Guide to Improving Processes and Profitability; The Lawyer’s Guide to Project Management; The Bigger Picture: Driving Client Value Through Collaboration; The Lawyer’s Guide to Process Improvement; and The Procurement Handbook. Catherine is a founder of both the Coalition of Professional Services Providers and the Legal Sales and Service Organization, which presents the annual LSSO’s RainDance Conference. Honors and awards Catherine has received include: Fellow, College of Law Practice Management; Legal Marketing Association Hall of Fame (the association’s highest honor); Boston Business Journal’s 40 Under 40; two years on the prestigious MLF 50 (Marketing the Law Firm Top 50) List; and several Legal Marketing Association Your Honor Awards. 
Scott Rechtschaffen
Scott Rechtschaffen is chief knowledge officer at Littler Mendelson and leads Littler’s effort to provide innovative client services by integrating new technologies and work processes and enabling attorneys and clients to access the collective knowledge and experience of the firm’s more than 1,000 attorneys. He combines over 25 years of experience representing companies in every area of labor and employment law with a broad understanding of technology to help the firm’s attorneys and their clients in tailoring unique solutions that enhance the firm’s ability to deliver legal information and legal services to its clients. Scott heads Littler’s knowledge management department comprising dedicated KM attorneys, research specialists, and technologists. He was a member of the multi-disciplinary team that developed the award-winning Littler CaseSmart® approach to legal case management. He oversees the firm’s electronic and print publications, internal KMnsystems, and online client subscription services. Scott is the co-founder of ComplianceHR, an innovative joint venture launched by Littler and Neota Logic, a legal software company. ComplianceHR leverages Littler’s experience and knowledge of employment law with the power of Neota Logic’s expert systems to provide a transformative suite of online compliance solutions for HR and legal professionals. In 2015, the Financial Times presented ComplianceHR with an award for Innovation in The Business of Law: Compliance & Technology. For his achievements, Scott has been awarded the Distinguished Peer Award as KM Champion of the Year by the International Legal Technology Association, named to the Fastcase 50, an annual compilation “honoring the law’s smartest, most courageous innovators”, and was named among the 10 most innovative lawyers in North America by the Financial Times in 2014.
Peter Lane Secor
Peter Lane Secor is the director of strategic pricing and project management with Pepper Hamilton LLP. Mr. Secor concentrates on legal project management with a focus on improving effi ciencies through shared management responsibilities, strengthening communication and making value transparent. His expertise includes client/matter profi t analysis and providing partners with performance evaluations from a fi nancial perspective.

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