The platform is a matter-centric solution that allows corporate counsels to manage all information related to legal issues, using functionality including: Matter Calendar, Matter Planner, Reporting and Dashboards, Action Plan and Process Builder. The Matter Calendar presents information related to legal matters on a single screen, allowing users to analyze critical activities, and provide different visualizations of key matter planning information. The platform hosts an innovative tool called Action Plans that gives users the ability to create templates based on specific and repeatable series of activities to execute on a matter. “Action Plan Templates accelerate the process of creating new action plans, and standardizes, optimizes, and improves existing legal processes,” asserts Reed. The platform has a centralized repository that enables users to generate reports to gain insights into KPIs, matters being executed including stages, as well as activities and corresponding statuses. Reports generated provide valuable insight and can be automatically scheduled to be shared with stakeholders.
Utilizing the platform, many of AdvoLogix’s clients have found ease in managing matters, contacts, tasks, events, research, and deadlines in seamless and transparent workflows.
Legal Demand Management and Action Plans optimize and standardize existing legal processes by allowing effective planning, monitoring of consistent execution, and providing clear insight into resources associated with quality legal delivery
The growing list of clients and success stories are part of the evolution of AdvoLogix. Reed gives credit to the Salesforce.com platform that has given agility and configurability to their platform. “We have been able to deliver a better way to manage legal matters,” states Reed. The company is looking forward to leverage Saleforce.com’s multilingual, multi-currency support to increase its global footprints. In terms of technology, the solution integrates work processes with Outlook365™, Gmail™, NetDocuments, WebMerge™, Worldox®, Juris, and many others. A promising and exciting future lies ahead for AdvoLogix.