A Matter Plan is an outline that defines the lifecycle of each case type worked by your law firm. It is comprised of several stages; each stage generates predefined tasks, notes, and documents that guide a user through all necessary steps required to satisfy that unique case type.

Litify comes with a series of out-of-the-box Matter Plans you can use on day one or simply reference as a guide when making your own.

Default Templates

  • Social Security Disability
  • Workers’ Compensation
  • Automobile Accident
  • Pre Litigation - General PI
  • Litigation - General PI
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