FREE GUIDE

Matter Stages Best Practices

Matter stages are transforming how legal teams manage cases. This guide provides strategies on how to keep your firm on track.

“The ability to see matters in separate stages of litigation is incredibly helpful and reduces matters being lost in the shuffle.”

Joe Gibson, The Employment Law Center of Maryland

  • Matter Stages Best Practices Guide

    Matter stages are visual work-in-progress boards that make it easy to manage your cases, identify your top priorities, and get updates across your firm.

    In this free guide, you’ll learn:

    • How to get started with matter stages, including examples of the most popular stages by practice area
    • Best practices for effective case tracking, accountability, and team collaboration
    • A real life example of how Joe Gibson uses matter stages to automate tasks and personalize the client experience

     

    Get the Guide
  • The law community

    Curious how other firms are using matter stages?

    Join the discussion in The Law Community, an online forum for legal professionals using Clio.

    Join the discussion