Department Solution

Give matter teams one reliable view of active work.

Move status, tasks, updates, and execution out of scattered trackers and into a coordinated CMS-led workspace.

CMS CRM AFM
CMS Matter operations dashboard

Active matters, milestones, assignments, blockers, and team updates are visible together.

Workflow View

The operating flow for this part of the firm.

Matter work becomes harder to manage when updates, assignments, and deadlines are scattered. LegalsOne creates a single operating view for execution and reporting.

CMS Open matter list

Matters can be grouped by status, owner, practice area, priority, or deadline.

Case Team Milestone board

Teams can see tasks, dates, blockers, owners, and next steps by matter.

Admin Matter detail view

Matter records bring together status, updates, permissions, and approvals.

Recommended Rollout

A phased path into the broader firm intranet.

Start with the matters or teams where visibility creates the fastest operational win.

1

Stand up the workspace

Launch matter views, ownership, permissions, and milestone structure.

2

Standardize execution

Move repeat status checks and task practices into the workflow.

3

Scale across the firm

Expand reporting, dashboards, and governance into adjacent teams.

Matter Execution

Design a cleaner matter operations rollout.

Use a live walkthrough to map matter stages, assignments, dashboards, and governance.