The operational challenge
- Intake through email
- Matters stored in disconnected folders
- Manual deadline tracking
- Limited workload visibility
- Inconsistent case naming
- Duplicate records
- Weak document controls
- Unclear approvals
- Difficult reporting
- Loss of institutional knowledge
- Fragmented outside-counsel management
Matter lifecycle
Stage 1
Intake
Stage 2
Conflict or eligibility review
Stage 3
Classification
Stage 4
Assignment
Stage 5
Strategy and task planning
Stage 6
Document & deadline management
Stage 7
Resolution
Stage 8
Closure & retention
Core capabilities
- Configurable matter intake
- Matter & case profiles
- Conflict-review support
- Assignment rules
- Team & role management
- Tasks and deadlines
- Calendar integration
- Document management
- Version history
- Email capture
- Notes & communications
- Contact & party management
- Evidence tracking
- Approval workflows
- Legal-hold workflows
- Outside-counsel coordination
- Budget & invoice interfaces
- Settlement or resolution tracking
- Reporting
- Records retention
- Knowledge search
Public-sector legal operations
Configurable support spans the matter types public-sector legal teams handle. Not every module is included in every implementation — capabilities are scoped to the team's needs.
- Litigation
- Claims
- Contracts
- Employment matters
- Administrative proceedings
- Public-records coordination
- Ethics & compliance matters
- Investigations
- Advisory requests
- Ordinance or policy review
- Outside-counsel assignments
Security and confidentiality
- Matter-level access
- Ethical walls
- Restricted matters
- Least privilege
- Document controls
- Audit trails
- Administrative-access logging
- Retention & legal holds
- Secure sharing
- Export control
- Environment-specific encryption
Technology does not alone create or guarantee attorney-client privilege; privilege depends on the relationship, conduct and applicable law.
Dashboards
Role-specific dashboards present the right view to each role:
- General counsel
- Legal operations
- Practice or matter leads
- Attorneys
- Paralegals
- Finance
- Executive leadership
Integrations
- Microsoft 365
- Google Workspace
- Document-management platforms
- E-signature systems
- Court or filing systems (where supported)
- Financial systems
- Procurement systems
- HR systems
- Claims systems
- Identity providers
- Reporting platforms
Important disclaimer
Lizentia provides technology and implementation services. Lizentia does not provide legal advice through the website or platform. Legal advice is provided by qualified counsel under the appropriate professional relationship.