Passport® Legal Matter Management optimizes performance for legal departments and enables more strategic management of matters and legal risk. The solution makes the day-to-day responsibilities of legal department staff easier and supports the needs of executive management through its ability to:

  • Simplify how lawyers and legal staff work
  • Automate and streamline legal business processes
  • Enhance collaboration and knowledge sharing among internal and external legal team members
  • Provide visibility across a matter portfolio
  • Illustrate the relationships between cost, financial and business risk, department workload, outside counsel use, and matter status
  • Inform strategic decision making to improve matter outcomes and mitigate legal risk

Built on Passport, our patented technology platform, Passport Legal Matter Management is available as a standalone application or can be combined with Passport Legal Spend Management, which enables outside counsel e-billing and in-depth analysis of matter costs and legal spend. These solutions are available for on-premise or dedicated hosted deployment, which offers each client the flexibility to select the option that best suits its company’s IT preferences and data security requirements.

Passport Legal Matter Management can also be used with our LegalVIEW® analytics offerings to further enhance the legal department’s ability to benchmark its performance and evaluate outside counsel value. These offerings are powered by the LegalVIEW data warehouse, which is the world’s largest source of legal performance data. Using LegalVIEW analytics tools, legal departments are able to more accurately and effectively establish matter staffing strategies and budgets, as well as communicate departmental performance.



Simplify and streamline the way attorneys and legal staff work.

  • Passport’s® highly intuitive user interface and role-based views deliver the most relevant information, tasks, reminders, and reports to each team member

  • Calendaring features enable legal staff to efficiently track key matter management tasks and events

  • The Outlook® Module enables convenient day-to-day management of matters directly from the Outlook interface

  • Powerful search functionality ensures that staff are able to quickly locate matter details

  • Wizards and rules-based workflows automatically assign tasks and generate reminders and notifications, as well as efficiently drive legal staff through common tasks like matter setup

Improve visibility into legal risks and trends and make more proactive and strategic business decisions.

  • Robust business intelligence capabilities empower actionable analytics and in-depth measurement and benchmarking across all areas of legal operations

  • LegalVIEW® analytics offerings, which are powered by the world’s largest repository of legal performance data, further enhance corporate counsel’s ability to understand the drivers of legal costs and inefficiencies, as well as to communicate departmental performance

  • Scheduled and event-driven reports deliver timely and relevant data to each user

Improve collaboration and knowledge sharing among internal and external team members.

  • The Passport Collaboration Portal provides a secure pipeline for the exchange of information with outside counsel – this enables companies to easily collaborate with external partners, while also meeting highly stringent data security standards that may be driven by regulatory or IT requirements

  • The solution provides a single, secure place to track all information associated with a vast matter portfolio, which enables the easy sharing of knowledge and work product among a global legal team

  • The Outlook Module offers the ability to quickly and easily share matter updates and streamlines the capture of information in the matter management system

  • The Collaboration Module enables the legal department to collaborate with outside counsel on budgets, timekeeper rates, accruals, and more

Meet current and future business needs with a configurable and extensible solution.

  • Passport’s industry-leading level of configurability ensures that screens, workflows, rules, and reports are able to support the unique needs of litigation and transactional practice areas, as well as individual business units, regions, etc.

  • Localization features ensure Passport meets the needs of a global workforce and displays information in each user’s preferred currency and date/time format

  • Passport toolkits provide customers with powerful capabilities to administer, configure, and extend their Passport solutions to adapt to changing business needs

Passport® Product Collateral

Experts' Corner Content

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