Microsoft Matter Center – Office 365 Legal Industry Case Management Add-in

Microsoft Matter Center is a (free) add-in to Office 365 to support the legal industry in case and content management leveraging the core capabilities of Office 365 and Microsoft Azure.  Microsoft developed this solution back in 2015 and has been updating the solution to fulfill on the ongoing case management needs of law firms leveraging the core functionality of secured and protected content storage, search, and collaboration. 

Key functionality in Matter Center:

  • Creation of Matters:  From a case management perspective, users of Office 365 can create cases that includes case description, case conflict verification, inclusion of the legal team (internal and external), and the upload and management of documents and emails relative to the case (Office 365 email, OneDrive, search, and SharePoint Online)
  • Ongoing Information Tracking:  Matter Center provides a centralized information tracking mechanism (OneNote) for all individuals working on the case to enter in conversations and share meeting and conversation notes to all members of the team
  • Shared Calendars and Conversations:  Leveraging group calendars and groups, Matter Center provides a centralized method of viewing and managing important filing dates, response timelines, individual and group meetings, deposition schedules, and tracked conversations.
  • Security and Encryption:  Content is protected using role-based security to allow and block access between cases, actively prevent matter materials to be accessed by individuals noted with case conflict, encrypts content both in transit and at rest, and logs and tracks content modifications and changes for ongoing review
  • Direct Integration with Outlook:  Matter Center leverages Microsoft’s Outlook add-in model that integrates directly into Outlook so that participants can access matter content (documents, past conversation documentation) and directly save content right into specific matter repositories without having to “toggle” between multiple applications

Video Demonstration of Matter Center

The best way to experience Matter Center is to actually see it, so I’ve uploaded a Video of Matter Center and a “day in the life” scenario usage of Matter Center.

Leave a Reply

Your email address will not be published. Required fields are marked *