Matter Management

Keep Legal Work Moving Forward from Intake to Completion

A simple, structured way to handle incoming contract requests—tracking status, assigning owners, and connecting each matter to the right people, deadlines, and documents.

End the Chaos, Take Control

LegalOn cuts through the noise of scattered requests. No more chasing emails, Slacks, or side chats — just clear, centralized legal work you and your team can act on.

Never Miss a Request

All requests land in one place, no matter how they arrive.

Improve Visibility

Real-time dashboards show what's in progress and what's overdue.

Enhance Collaboration

Connect matters to documents, people, and deadlines seamlessly.
Intake

Business Submits, Legal Delivers

All requests land in one place—from Slack, email, or web forms. Our Intake Agent handles the first conversation automatically, asking follow-up questions and routing a complete, structured matter to the legal team, so nothing slips through the cracks.
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Intake via web form, email, or manual entry
Collect and route requests to your team without the back and forth
Classify matters by contract type, urgency, counterparty, deal value and more
Triage

From Front Door to First Pass

Not every contract needs the same level of legal review. Triage Agent screens agreements against your approved playbooks before full review begins, helping fast-track routine contracts and flag nonstandard terms early so legal can focus on the work that matters most.
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Consistent first-pass screening against your approved guidelines
You control what escalates — set priority levels so risk routes to the right place automatically
Full visibility into every decision — see exactly what was checked, flagged, and why
Collaborate

Collaborate Seamlessly Across your Business

From intake to completion, Matter Management shows what’s in progress, what’s overdue, and who’s responsible.
Matter assignment and team-based permissions
Seamless activity tracking and comment threads
Real-time notifications for status changes and mentions
Visibility into ownership at the dashboard and file level
Audit

See the Full Record on Every Matter

Each matter is connected to its documents, notes, and history—ensuring context and a complete auto trail at a glance.
Maintain an audit trail of comments, approvals, and related documents
Link matters to any files, templates, and clauses
Attach notes, obligations, and supporting docs
Analyze

Your Legal Team's Command Center

From pipeline health to individual workload, the Matter Dashboard gives legal teams and GCs the real-time visibility they need to move business forward.
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See all open, pending, and overdue matters at a glance
Track how long matters spend in each stage
Workload distribution by attorney, team, or contract type
Configurable filters: business unit, requester, priority, or date range
Ask LegalOn Assistant

Ask Anything About Your Matter History

A natural language search layer across every matter, clause, and negotiation note—returning grounded, cited answers your team can act on instantly. No more hunting through old emails or asking colleagues what you agreed to last year.
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Spot precedents instantly: "What notice periods have we accepted in termination clauses?”
Every answer cites the exact matter and clause it came from
Role-scoped: attorneys only see matters they're authorized to access

Experience LegalOn Today

See how LegalOn can save you time, reduce legal risk, and free you from tedious work.
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