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AI-powered legal matter management solutions power legal service delivery
evergreen and empower are purpose-built solutions for legal matter management that help growing, mid-sized, and global practices improve fee-earner efficiency, strengthen real-time matter visibility, and support compliance and governance readiness. By connecting matter intake, time capture, collaboration, and performance reporting in one platform, they reduce administrative burden and give partners and legal teams the insight they need to run matters profitably.
Trusted by law firms across the globe
years of experience on Microsoft business applications
countries where we have implemented projects
countries across six continents with active operations
Microsoft Partner of the Year
member of Microsoft’s Inner Circle
Legacy systems replaced in a single implementation for a a leading international firm
Why are fee-earners constantly navigating disconnected systems?
Fiona manages multiple client matters at once, each with its own deadlines, billing requirements, and professional standards. Yet in many legal practices, critical information sits across email, shared drives, spreadsheets, and legacy tools.
Without a structured approach, work becomes fragmented and reactive. Time is spent searching for updates and reconciling information instead of focusing on client service.
In real-world implementations, firms commonly find matter data spread across four to six separate systems before consolidation. Fee-earners report switching between email, document drives, spreadsheets, and billing tools as a routine part of their day. And this is one pattern among several key challenges of fragmented legal practice management that hold firms back.
The everyday challenges in matter management for fee-earners like Fiona
Fragmented matter visibility
Information is stored across separate systems, limiting transparency and increasing operational risk.
Limited performance oversight
Without centralized dashboards, legal teams struggle to track budgets, deadlines, and utilization effectively.
Administrative overload
Manual updates and disconnected time capture slow down workflows and reduce billable efficiency, a problem compounded when firms continue to rely on legacy systems.
Compliance pressure
Firms face obligations that traditional systems do not consistently support, from conflict screening at intake through to closure documentation.
Collaboration inefficiencies
Switching between tools disrupts productivity and delays client communication, with legal timekeeping across disconnected systems among the most cited sources of lost billable time.
How evergreen and empower modernize matter management and service delivery
Built within sa.global’s Microsoft Industry Cloud for Law Firms, evergreen and empower integrate intake, collaboration across the matter lifecycle, and reporting into one connected environment.
By combining automation and analytics, the solutions deliver actionable matter insights that improve planning, reduce risk, and support better decision-making across legal teams.
Dive deeper into legal matter insights to see the role-based dashboards in action.
See every matter clearly
With empower, real-time dashboards consolidate deadlines, budgets, and matter status into a single view, giving fee-earners immediate clarity across active engagements.
Capture time seamlessly
empower integrates time recording directly into daily workflows, ensuring billable activity is aligned with matter progress and reducing missed revenue.
Automate routine workflows
Through configurable workflows within evergreen, repetitive administrative steps are streamlined, improving consistency and reducing manual intervention.
Strengthen governance
evergreen and empower provide embedded audit trails, approval controls, and governance checkpoints that support internal policy and SRA standards.
Improve profitability visibility
By connecting operational and financial data, evergreen aligns matter performance with financial reporting, enabling firms to monitor margins and resource utilization with confidence.
Outcome: evergreen and empower enable firms to operate with clarity, reduce administrative friction, and deliver stronger client outcomes across every matter.
Explore how our legal matter management software supports every stage of the lifecycle
Ready to modernize operations? Discover how evergreen and empower strengthen coordination, governance, and matter delivery.
AI-powered time capture
AI-powered time capture boosts firm revenue by precisely tracking all billable moments and minimizing missed billings.
See how AI improves time capture →
Effortless collaboration with AI
Seamless communication and file sharing across practice groups, with coordinated workflows that ensure nothing falls through the cracks.
Explore matter collaboration solutions →
WIP and A/R management
Firms gain enhanced financial control and can make proactive decisions through real-time visibility into work-in-progress and accounts receivable.
Explore WIP and financial visibility tools →
Enhancing billing processes
evergreen and empower boost firm profitability by automating accurate timekeeping, enhancing billing, and improving financial visibility for better decision-making.
Explore billing and profitability solutions →
How the entire legal matter management team benefits
Legal teams gain the clarity, automation, and control they need to stay ahead. Real-time visibility replaces disconnected systems, workflows reduce repetitive administrative effort, and governance is embedded within daily operations. With one connected platform, fee-earners spend less time managing information and more time delivering client value.
Partners and operations leaders also require visibility into key performance metrics such as WIP, realization rates, utilization, matter budgets, billing readiness, fee-earner allocation, and compliance status. Simplifying matter operations drives profitability by helping partners make faster, more informed operational decisions.
Firms adopting evergreen and empower have reported reduced time spent locating matter updates, faster intake turnaround, improved billable hour capture, reduced administrative overhead across matter teams, and stronger audit-readiness.
Regulatory and compliance oversight
Maintaining adherence to professional and legal standards, governance requirements, and internal policies across all active matters.
Matter lifecycle coordination
Proactively tracking milestones, tasks, deadlines, and responsibilities from intake through closure.
Time and activity capture
Streamlining time recording across legal teams and aligning billable activity with matter progress.
Reporting and performance monitoring
Providing structured oversight of matter status, resource allocation, and operational efficiency.
Audit-ready processes
Supporting role-based access, documented approvals, and defensible matter histories.
What the firm’s partners will want to know
How does matter management software improve client responsiveness?
Unified visibility allows legal teams to respond faster and manage deadlines proactively, with every matter update accessible in one place rather than scattered across email and shared drives.
Can legal matter management software scale across practice groups?
Yes. The platform supports multi-office environments and complex operational structures, with role-based access and consolidated reporting across all practice groups and jurisdictions.
Does it reduce compliance risk?
Built-in governance controls, ethical wall enforcement, and audit trails strengthen oversight at every stage of the matter lifecycle.
How quickly can firms realize value?
By reducing manual processes and delivering real-time matter insights, firms see measurable efficiency gains within the first months of adoption.
Ready to transform Fiona’s story?
Stop losing time and revenue to outdated matter management systems
Compare how evergreen and empower support modern legal practices versus legacy platforms.
| Capability | evergreen + empower | Traditional practicemanagement systems |
|---|---|---|
| Legal-specific architecture | Purpose-built for legal matter management with integrated lifecycle, compliance, and collaboration capabilities | Generic case management platforms adapted for legal workflows with limited depth |
| End-to-end matter lifecycle | Seamless flow from client intake through execution, collaboration, and billing readiness within one platform | Siloed systems requiring manual handoffs between intake, tracking, and finance tools |
| AI-driven matter management insights | Predictive visibility into workload bottlenecks, resource allocation, and matter risk | Static reporting with limited forward-looking intelligence |
| Embedded governance and compliance | Built-in audit trails, role-based access controls, and documented approvals within workflows | Compliance managed through external processes or disconnected systems |
| Real-time operational visibility | Consolidated dashboards showing matter status, deadlines, budgets, and utilization across practices | Spreadsheet-based tracking and delayed performance reporting |
Legal matter management for growing, mid-sized, and global law firms
The right solution needs to reflect where your legal practice operates today and the complexity it manages. evergreen and empower are designed to scale with you.
Growing practices
Smaller legal practices often manage matters across email, spreadsheets, and standalone billing tools. evergreen replaces that fragmentation with structured intake workflows, matter tracking, and AI-powered time capture that ensures billable activity is recorded without manual effort, giving fee-earners time back for client work.
Mid-sized law firms
As firms scale, multi-practice-group coordination becomes the central challenge. Mid-sized firms need WIP visibility, matter budget tracking against agreed fees, and governance workflows that run consistently across offices. evergreen and empower deliver all of this in one connected environment.
Global and enterprise firms
Global legal practices require a platform that can coordinate matters across jurisdictions, handle multi-currency billing readiness, enforce ethical walls across practice groups, and produce consolidated matter reporting for firm leadership. evergreen and empower are built for this complexity, providing a single source of matter truth across every office and jurisdiction.
FAQs
What is AI-powered legal matter management?
Legal matter management powered by AI automates and connects the processes that run across the matter lifecycle, from intake and conflict checking through time capture, collaboration, governance, and billing readiness. evergreen and empower apply AI to surface passive billable activity, flag matter risks, and deliver real-time performance insights to fee-earners and partners without requiring manual data entry.
What software do most law firms use for matter management?
Most practices use a mix of standalone tools, shared drives, and time recording software, often with limited integration between them. Increasingly, firms are moving to unified cloud platforms such as evergreen, built on Microsoft Dynamics 365, which connects time capture, governance checks, and billing readiness in one environment.
What features should I look for in legal matter management software?
Key features include structured matter intake with conflict check automation, AI-powered time capture, real-time WIP and billing readiness dashboards, embedded audit trails, role-based access controls at matter level, ethical wall enforcement, and native integration with Microsoft 365, Teams, and billing systems. The ability to run the full matter lifecycle in one platform, without manual handoffs between systems, is what separates purpose-built solutions from generic case management tools.
How do law firms use AI to improve time capture and reduce missed billable hours?
empower passively tracks fee-earner activity across Teams, email, and documents, and surfaces time entries in the matter record based on actual work performed. This removes the reliance on end-of-day reconstruction, which is a common source of missed or underrecorded billable time.
How does matter management software improve matter profitability visibility?
By connecting matter activity, time capture, WIP, and billing data in one platform, evergreen and empower give partners real-time visibility into matter margins, budget consumption, and realization rates without waiting for month-end reports.
How have firms reduced administrative overhead with legal matter management software?
Firms using evergreen and empower have reported faster matter intake turnaround, reduced time spent locating matter updates, improved billable hour capture, and lower administrative overhead across matter teams, replacing manual coordination across email and legacy tools with structured, automated workflows.
How do legal matter management platforms improve compliance and governance across matters?
evergreen embeds governance checkpoints, conflict screening, ethical wall enforcement, and audit trails directly into matter workflows. Every action is logged and defensible under SRA regulatory review, and role-based access controls at matter level prevent unauthorized data exposure between practice groups.
How do fee-earners use real-time dashboards to track matter progress and deadlines?
empower delivers role-based dashboards that consolidate matter status, upcoming deadlines, budget consumption, and WIP into a single view for each fee-earner. Partners have a firm-wide view; associates see the matters relevant to them. No manual report generation or system switching is required.
How does AI-powered legal matter management differ from traditional practice management systems?
Traditional practice management systems record what has happened. A modern, AI-powered platform surfaces what is happening now and what is likely to happen next, flagging workload bottlenecks, billing risks, and governance gaps before they become problems. The integration of passive time capture, predictive dashboards, and automated governance workflows marks the fundamental difference.
How do law firms improve realization rates using matter management and time capture tools?
By capturing billable activity passively and surfacing it in real time against matter budgets and agreed fees, evergreen and empower reduce the gap between time worked and time billed. Fee-earners are prompted to review and approve captured entries rather than reconstruct them, improving both accuracy and realization.