What problem does it solve?
Firm-matter matching, matter instruction drafting, firm onboarding, and instruction quality review for in-house legal ops teams managing outside counsel. Match a new matter to the right panel firm. Produce a matter instruction that tells the firm what you need. Generate a matter onboarding checklist that closes the hard gates before work starts. Audit an existing instruction for gaps and produce a remediation note. Trigger on: 'which firm should we use for this', 'instruct [firm]', 'write the instruction letter', 'matter instruction template', 'onboard the firm on this matter', 'set the matter up', 'has conflict been cleared', 'e-billing matter setup', 'review our instruction', 'is our instruction complete', 'instruction gap', 'allocate this matter'.
Core Features & Use Cases
- Executes matter allocation and firm engagement from firm selection through to a live, properly-instructed matter.
- Encodes the methodology for matching work to the right provider, producing a clear instruction, closing onboarding gates, and auditing instruction quality.
- Onboarding, instruction drafting, and post-instruction auditing are integrated into a single end-to-end process for in-house legal ops.
Quick Start
Provide matter description, practice area, jurisdiction, and panel details to generate a complete matter allocation and instruction package.
