Legal & Case Management Template

Matter Phases (instead of Sprints)

Legal projects land on a Matter Phases overview showing every matter with its pipeline progress, matter breakdown (Intake / Research / Drafting / Review / Filed & Closed), and dates. Each phase is a time-boxed unit — like a sprint for legal teams — grouping the tasks around a matter or case.

Legal-Specific AI Documents

• Legal Brief — matter, parties, issue, background, arguments, request.
• Contract Review — key terms, concerns, jurisdiction, recommendations.
• Case Summary — matter name, case number, status, key facts, next steps.
• Compliance Memo — regulation, scope, obligations, gaps, actions.
• Legal Policy — scope, rules, approvals, compliance.

Open AI Docs → New Document inside a legal project to generate any of these in under a minute; the document is saved to the project automatically.

Client Intake

Clients submit new matter and case requests through a structured intake form. Requests are logged, assigned, and tracked with clear status — no more digging through inboxes.

Parallel Matters

Legal templates allow multiple active matter phases at once — ideal for running several matters or case streams simultaneously.