Clear matter ownership
Assign the responsible team and keep preparation tasks close to the matter.
FOR LAW FIRMS
Keep the team coordinated as the work moves forward.
Connect matter records, assigned responsibilities, document reviews, approvals, and client finance across your firm. Give colleagues a shared view of the work they are responsible for.
A shared process for a practice with many moving parts.
Partners, associates, and support staff contribute at different stages of a matter. When responsibilities and working records are scattered, handovers depend on repeated explanations. LitDesk keeps the operational context connected.
Documents with review context
Maintain preserved versions, comments, notes, and checklists as the work develops.
Defined approvals
Use permissions, review steps, separation of duties, and escalation workflows where required.
Connected client administration
Keep invoices, recorded payments, expenses, and statements available to authorised colleagues.
From instruction to internal review.
Establish the matter and its team, organise the supporting documents, and assign the next actions. As work progresses, route the relevant steps through review and keep the record ready for a colleague to continue.
Questions about this solution.
Can different colleagues have different responsibilities and access?
Yes. LitDesk’s scope includes a permission matrix, approval workflows, and separation of duties. Access should reflect assigned responsibilities.
Does the firm need a separate staff workspace for every case?
No. Staff work across matters within a unified organisation workspace.
Explore a workflow that fits your team.
Walk through your responsibilities, working process, and access requirements with us.