{"id":9170,"date":"2021-11-16T18:39:03","date_gmt":"2021-11-16T18:39:03","guid":{"rendered":"http:\/\/www.csihelsinki.fi\/?page_id=9170"},"modified":"2024-10-07T14:13:09","modified_gmt":"2024-10-07T14:13:09","slug":"legal-matter-process","status":"publish","type":"page","link":"https:\/\/www.csihelsinki.fi\/en\/features\/legal-matter-process\/","title":{"rendered":"Legal matter process"},"content":{"rendered":"\n<div class=\"wp-block-cover\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-70 has-background-dim\" style=\"background-color:#0090a6\"><\/span><img loading=\"lazy\" decoding=\"async\" width=\"912\" height=\"600\" class=\"wp-block-cover__image-background wp-image-7344\" alt=\"\" src=\"http:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/09\/csi_hero_v002.png\" data-object-fit=\"cover\" srcset=\"https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/09\/csi_hero_v002.png 912w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/09\/csi_hero_v002-300x197.png 300w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2021\/09\/csi_hero_v002-768x505.png 768w\" sizes=\"auto, (max-width: 912px) 100vw, 912px\" \/><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<h1 class=\"wp-block-heading has-text-align-center\" id=\"legal-matter-process\">Legal matter process<\/h1>\n<\/div><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns page-content is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<h2 class=\"wp-block-heading\" id=\"ready-to-streamline-the-work-of-your-teams-with-csi-lawyer-legal-matter-management-is-not-about-individual-functions-but-the-entire-matter-process-from-the-intake-to-the-completion\">Ready to streamline the work of your  teams? With CSI Lawyer, legal matter management is not about individual functions but the entire matter process from the intake to the completion. <\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h2 class=\"wp-block-heading\">Smooth management of legal matters<\/h2>\n\n\n\n<p>CSI Lawyer ensures that all the necessary steps in handling legal matters are managed properly and effectively. There&#8217;s a lot of focus on the intake phase to save the team from unpleasant surprises in the later stages of the matter. Thus, the matter process starts with a quick <strong>conflict search<\/strong> to check what roles the customer has had in the former matters.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"468\" height=\"256\" src=\"https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2024\/09\/Conflict-search.png\" alt=\"\" class=\"wp-image-15061\" srcset=\"https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2024\/09\/Conflict-search.png 468w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2024\/09\/Conflict-search-300x164.png 300w\" sizes=\"auto, (max-width: 468px) 100vw, 468px\" \/><\/figure><\/div>\n\n\n<p>If there is no obvious conflict, the process continues with a <strong>matter request<\/strong> which enables a lawyer to easily enter available information of a matter into the software. The matter request details can then be completed by other team members who can also check possible conflicts of other matter parties and initiate the required KYC actions.  For a matter request, you can already set pricing, work on its activities and make time entries. When the matter request is converted to an actual matter, the registered transactions and pricing details will move, too.<\/p>\n\n\n\n<p>The standard matter process below can be flexibly adjusted using the software&#8217;s parameters.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2138\" height=\"3492\" src=\"https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2024\/10\/Matter-process-ENG-2.png\" alt=\"\" class=\"wp-image-15114\" srcset=\"https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2024\/10\/Matter-process-ENG-2.png 2138w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2024\/10\/Matter-process-ENG-2-184x300.png 184w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2024\/10\/Matter-process-ENG-2-627x1024.png 627w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2024\/10\/Matter-process-ENG-2-768x1254.png 768w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2024\/10\/Matter-process-ENG-2-940x1536.png 940w, https:\/\/www.csihelsinki.fi\/wp-content\/uploads\/2024\/10\/Matter-process-ENG-2-1254x2048.png 1254w\" sizes=\"auto, (max-width: 2138px) 100vw, 2138px\" \/><\/figure><\/div>\n\n\n<p>The desired access rights to e.g. matters, reports and different functions can be flexibly set by utilizing user types and groups, employee roles, and related parameters.  If CSI Lawyer has been integrated to a separate document management system, access rights defined for a matter will also be inherited to the related documents.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns bg-gray is-layout-flex wp-container-core-columns-is-layout-3 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<div class=\"wp-block-columns page-content is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<h2 class=\"wp-block-heading\" id=\"read-about-the-other-features\">Read about the other features<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:32%\">\n<p class=\"arrow-right text-large\"><strong><a href=\"https:\/\/www.csihelsinki.fi\/en\/features\/task-time-tracking\/\">Task &amp; time tracking<\/a><\/strong><\/p>\n\n\n\n<p class=\"arrow-right text-large\"><strong><a href=\"https:\/\/www.csihelsinki.fi\/en\/features\/invoicing-payments\/\">Invoicing &amp; payments<\/a><\/strong><\/p>\n\n\n\n<p class=\"arrow-right text-large\"><strong><a href=\"https:\/\/www.csihelsinki.fi\/en\/features\/reporting\/\">Reporting<\/a><a href=\"http:\/\/www.csihelsinki.fi\/features\/reporting\/?lang=en\"><\/a><\/strong><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:32%\">\n<p class=\"arrow-right text-large\"><strong><a href=\"https:\/\/www.csihelsinki.fi\/en\/features\/customer-management\/\">Customer management<\/a><\/strong><\/p>\n\n\n\n<p class=\"arrow-right text-large\"><strong><a href=\"https:\/\/www.csihelsinki.fi\/en\/features\/document-management\/\">Document management<\/a><a href=\"http:\/\/www.csihelsinki.fi\/features\/document-management\/?lang=en\"><\/a><\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":9168,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-9170","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CSI Lawyer optimizes the legal matter process<\/title>\n<meta name=\"description\" content=\"CSI Lawyer streamlines the operations by optimizing the entire legal matter process from the matter intake to its completion.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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