Matter Management, the core of SBF-Cases, can be defined as the comprehensive lifecycle management of legal matters pertaining to a particular legal department or practice. Matter management software systems and processes involve the administration of matters, dates, deliverables, people, entities, finances, documents, and the relationships between them and their various supporting systems. More broadly, matter management systems provide an excellent platform for information organization, repurposing, refinement, and distribution while utilizing a tool to ensure that defined processes and procedures are followed consistently. While SBF-Cases was originally designed for law departments and legal processes, many Government customers have found these capabilities especially useful in maintaining macro project information.
SBF-Cases Features and Functionalities
MATTER MANAGEMENT -- Management tools to quickly view, organize, and update all relevant case and matter information. Configurable by user preference, practice area and matter category. Matter Management includes the tools you need to track and manage your financial data such as budgeting, billable time, outside council costs, vendor and product costs, and rules based invoice routing and approval.
CALENDARING AND DOCKETING -- Robust calendaring and scheduling integrates with Exchange and aligns calendar events with matter events, persons, and venues/locations. Using rule-based docketing, ticklers and reminders can be set for important events such as expiration dates, court appearances, and document responses. Calendars are available for the entire department, for specific practice areas, for individuals and for critical matters.
COMPLIANCE -- Built on a flexible online platform, SBF-Cases Compliance allows users to track and assign compliance tasks, monitor completion, "red flag" deficiencies, and provide comprehensive reporting. The relationship between compliance and legal risk can be monitored and compliance programs evaluated.
CORPORATE SECRETARY -- Keep track of and communicate corporate and subsidiary information including officer and director information, corporate stock records and minute books, and upcoming board meetings and agenda.
E-INVOICING -- Your existing e-Invoicing application can be integrated with SELS or, if you prefer, you can take advantage of SBF-Cases' e-Invoicing platform and thus reduce your dependency on multiple partners.
ENHANCED TIME MANAGEMENT helps you understand resource loads and better allocate work.
INCIDENT MANAGEMENT -- Ensure your resources are focused on the issues that have the greatest urgency and potentially the greatest impact. Key benefits include timely resolution of incidents, metrics regarding the result of education programs, better understanding of the impact, elimination of "lost" incidents, and increased availability of management information.
IP MANAGEMENT -- Delivers an end-to-end solution to better manage contracts and contract compliance, settle and report incoming and outgoing royalties, and track IP right inventories and performance. Helps you track time, costs, user activity, and recorded notes, annotations and more.
LICENSE MANAGEMENT -- Keep track of your international licenses, recorded notes, expiration dates, and costs, and automatically build documents.
OUTSIDE COUNSEL MANAGEMENT -- Critical information is maintained on all aspects of your outside counsel including rates, budgets, specialties, performance evaluations, key professionals, documents (retainer agreements, white papers), and contact information. Financial information, including actual performance against budgets and milestones, is available for each outside counsel and this information can be used to compare the performance of your outside counsel. Secure discussion rooms, to be used for bidding and/or knowledge sharing, can be implemented by matter, by category of matter, or by outside counsel. SBF-Cases is integral to driving business transformation and improvements in legal from the strategic to the process level.
PEOPLE MANAGEMENT -- Virtually all of your contact information, including information for law department professionals, outside counsel, vendors and clients, is maintained in SBF-Cases in one location.
REPORTING -- SBF-Cases has the flexibility to support all your ad hoc reporting and custom queries needs. Users, based upon permissions and expertise, have access to a number of different ways to create reports including standard reports, a report-builder wizard, and Crystal Reports. Users can view, manage, assemble and present their data graphically and drill down to detailed information. Information can be repurposed, with minimal effort, as Excel charts, Word documents and PowerPoint presentations.