Matter management is the process of managing a legal matter (with or without the use of technology). It involves the efficient coordination, organisation and delivery of key components including documents, knowledge and expertise, collaboration, workflow, spend, and reporting.

Several factors can hinder successful matter management such as poor communication, a lack of defined roles, responsibilities and outcomes, inadequate decision-making, poor planning and scheduling, as well as scope creep and slippage.

This course provides delegates with the skills required to achieve effective matter management, ensuring the issues that can obstruct the process are avoided through the use of appropriate communication, planning and prioritising tools, stakeholder management models, SWOT analysis, and delegation techniques.

Course objectives:

• Understand the key steps to matter management and what might get in the way

• Learn how to clearly scope and define goals and expectations for the matter

• Identify key stakeholders and their role

• Understand how to put in place plans, priorities and key deliveries to mitigate risk

• Learn how to put the plan into action focusing on relationships, delegation and managing yourself

Who is this for?

This course is tailored for legal professionals who are involved in the management and coordination of legal matters. It is particularly valuable for:

• Fee earners, legal project managers, and team leaders responsible for overseeing legal matters from start to finish
• Partners and senior associates who need to ensure smooth delivery of complex cases while managing multiple stakeholders
• In-house legal teams managing internal legal matters and collaborating with external counsel
• Lawyers looking to improve their matter management skills by optimising communication, planning, and delegation to avoid common pitfalls

This course is ideal for professionals aiming to streamline processes, improve collaboration, and ensure legal matters are handled efficiently from initiation to completion.

Enquire about an in-house course by emailing info@professional-training.co.uk

See if we are running an Open Course here.

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