LEGAL MANAGED SERVICES
Case, Matter and Records Management
Axentra can manage case, matter and records workflows from file setup through status reporting, handover and closure.
Discuss This WorkflowWhere the service may fit
Legal departments and service portfolios where records are dispersed, status is difficult to retrieve or handovers depend on individual knowledge.
What Axentra can manage
- Matter opening and file setup
- Document indexing and naming routines
- Status and ownership trackers
- Missing-item follow-up
- Handover records
- Closure and archive administration
Potential outputs
- Matter indexes
- Document maps
- Status reports
- Exception logs
- Handover and archive packs
Client inputs and dependencies
Client teams provide matter rules, repository access, retention instructions and approval paths. Retention decisions and regulated responsibilities remain with the client.
How an engagement may be structured
Work may begin with one matter type or repository and extend to a wider portfolio after naming, ownership and reporting standards are agreed.
Review the scope, systems and delivery requirement
Share the current process for Finance, Invoicing and Legal Spend Operations, including expected outputs, dependencies and review points.