3 Instructional Hours

Best Practices in Matter Management

About the program

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Presented in partnership with Fasken.

Effective Matter Management is the foundation of legal practice today. We will teach you the best practices involved including how to optimize your processes, how to pick the right tools, and how to ensure that you are improving your approach with each successive matter.

In this session, you will get to see Matter Management in action at Fasken, and how it enables better organization and collaboration.

You will also be able to identify the steps needed to improve Matter Management at your organization, regardless whether you work for a large firm or a small in-house team.

This program is part of the Analytics and Innovation for Legal Professionals series. Take any number of these programs or complete the full series.

Buy five programs and get the sixth program free.

In this program you will:

  • Optimize your matter management process
  • Learn how to pick the right matter management tools
  • Learn how to create a work breakdown structure
  • Tailor your approach to different types of matters
  • Build your change management capability

Who should attend

This program is designed for anyone in the legal profession.

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This program has been certified by the Law Society of Ontario and is eligible for CPD professional development credits, across Canada. For participants outside of Ontario, we are happy to help with the application process for CPD credits. Please contact us at execed@queensu.ca for assistance.

Personal benefits

  • Gain an understanding of the key principles and benefits of matter management
  • Reduce the amount of time you spend on low value-add activities
  • Better collaborate with your internal and external teams
  • Build new skills needed for modernizing your practice

Organizational benefits

  • Learn how to stay on top of your matters
  • Streamline your processes and remove bottlenecks
  • Foster a data-driven, analytical approach
  • Drive cost reduction and / or cost avoidance
  • Reduce your risk of non-compliance

Program Content

In this session, you will see the benefits of doing Matter Management well, and the pitfalls of doing it poorly.

You will learn how to create a work breakdown structure so that you can properly scope your work, and how to set up your data reporting for deeper analytics and insight.

Additionally, you will gain an appreciation for how Matter Management can be tailored to different types of matters, including transactions and disputes.

To ease the transition to new processes, you'll expand your change management capabilities, enabling you to implement your Matter Management improvements quickly and cost effectively.

Session Leaders

Our session leader combines deep industry expertise with excellent teaching skills – able to cut through jargon and translate complex topics into accessible, practical concepts.

Robert is the Chief Innovation Officer at Fasken. He is responsible for transforming firm operations by pinpointing the products, process improvements and business model changes that will best position Fasken for future success.

Robert has led major business transformation projects and held senior positions at McKinsey, Microsoft, Workbrain Corporation, Blockbuster Canada and Info-Tech Research Group.

Robert holds an undergraduate degree in Mathematics from Harvard University and an MBA from Northwestern University.

Peter is an Innovation Director at Fasken designing and implementing innovative products, process improvements and business model changes.

Together with the rest of Fasken’s Innovation Team, Peter is transforming firm operations by recognizing the opportunities for change. He is well-versed in process improvement, ideation, and change management - with a particular interest in legal technology.

Peter has previously overseen and supported Agile software development projects and app development at one of the UK’s “magic circle” law firms. He enjoys establishing strong links between people (colleagues, clients and others) to ensure the creation of truly collaborative, human-centric solutions.

A qualified lawyer, Peter previously practiced in the field of competition / antitrust and helped advise global corporate clients on complex merger control proceedings, investigations and general competition law issues.

Peter holds an MA degree in Law from the University of Cambridge and speaks fluent Danish.

Enroll Now
Katie Parks

Speak to a member of our team.
Call 1.888.393.2338 or
Monday to Friday. 8:30 am - 4:00 pm EDT

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Upcoming Sessions

    Remote Learning

  • Nov 17    10:00 AM - 1:00 PM EST


$800 CAD (plus applicable taxes)
All major credit cards accepted.
Buy five programs and get the sixth program free.

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Located in Canada?

Offset part or all of program fees through the Canada Job Grant

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