Matter and Case Management2026-09-30T14:02:39+10:00

MATTER AND CASE MANAGEMENT

Matter and Case Management Software

Manage every matter from first request to final outcome.

Legal and HR teams need more than a place to receive requests. They need a secure, structured, and reportable way to manage the work that follows.

Dazychain matter and case management software helps teams manage matters from intake and triage through to tasks, documents, workflows, approvals, decisions, outcomes, and reporting. Whether the work is a legal matter, contract request, employee relations case, workplace complaint, HR investigation, payroll issue, or performance management process, Dazychain gives teams one place to manage the complete lifecycle.

Complex matters are difficult to manage in generic tools

Some work can be handled as a simple ticket. But Legal and HR work is often more complex. A legal matter may involve advice, documents, external lawyers, deadlines, contracts, approvals, risks, and privileged communications. An HR case may involve employees, managers, witnesses, external providers, confidential notes, evidence, investigation steps, findings, outcomes, and follow-up actions. Legal and HR teams need more than a place to receive requests. They need a secure, structured, and reportable way to manage the work that follows.

What Dazychain manages

Legal matters

  • Advice requests
  • Contract matters
  • Dispute matters
  • Litigation support
  • Governance matters
  • Regulatory matters
  • External counsel work
  • Procurement legal review
  • Privacy and compliance matters
  • Legal operations work

HR cases

  • Employee requests
  • Workplace complaints
  • Employee relations matters
  • HR investigations
  • Performance management
  • Disciplinary matters
  • Misconduct
  • Payroll support
  • Recruitment approvals
  • Onboarding and offboarding
  • Protected disclosures
  • Whistleblower matters

EXAMPLE DATA FIELDS

What each matter can include

Legal matter management software

Dazychain helps in-house legal teams manage legal work in one place.

HR case management software

Dazychain helps HR teams manage employee matters securely and consistently.
  • Employee request intake and triage — Capture HR requests through configurable forms and automatically classify, prioritise and route them.
  • HR case management — Manage employee relations, complaints, investigations, performance, conduct and other HR cases in one place.
  • Configurable workflows — Create and adapt workflows for different HR processes, approvals, escalations and case types.
  • Case ownership and task management — Assign clear responsibility, track actions, deadlines and progress from intake to resolution.
  • Employee self-service portal — Give employees a simple way to submit requests, provide information and track progress.
  • Document and communication management — Keep case notes, correspondence, evidence and documents securely linked to each matter.
  • Reporting and dashboards — Monitor case volumes, workloads, response times, trends, risks and outcomes in real time.
  • AI-powered HR assistance — Summarise cases and documents, support search and analysis, and help teams work faster with complex information.
  • Faster response and resolution through automated intake, triage, routing and workflow management.
  • Greater consistency by ensuring similar employee matters follow standardised processes and decision pathways.
  • Clear accountability with defined ownership, responsibilities, deadlines and escalation points.
  • Reduced administrative effort by replacing shared inboxes, spreadsheets and manual tracking with one central system.
  • Improved employee experience through faster responses, clearer communication and easier access to HR support.
  • Better visibility and control over case volumes, workloads, risks, bottlenecks and service performance.
  • Stronger governance and compliance through structured processes, secure records and complete audit trails.
  • Better workforce insights by identifying recurring issues, emerging risks and opportunities to improve policies, processes and employee outcomes.

Secure case management

Legal and HR matters often involve sensitive information. Dazychain helps teams protect matters with:

  • Role-based access
  • User groups
  • Restricted matters
  • Confidentiality settings
  • Secure document storage
  • Activity history
  • Audit trails
  • Matter-level permissions

Matter lifecycle management

Dazychain supports matter stages such as:

  • Submitted
  • Acknowledged
  • Under review
  • Assigned
  • In progress
  • Awaiting information
  • Drafting
  • Internal review
  • External review
  • Approval
  • Investigation
  • Decision
  • Outcome
  • Closed

Everything you need to manage matters from intake to resolution

BUSINESS OUTCOMES

What changes when work is connected

Frequently asked questions about matter and case management in Dazychain

How does Dazychain help control external legal spend?2024-12-02T08:41:04+11:00

Dazychain legal spend management solutions give you greater control because your team can better monitor the activity external legal counsel partners and vendors. This way, you will be able to identify certain tasks that may not require outsourcing, or ensure they remain within agreed budgets.

In addition, migrating to a cloud-based platform or cloud-based legal software eliminates the need for printing and investing in computers and hardware.

What features are coming soon?2023-10-05T14:54:39+11:00

Smart Legal Operations Automation and AI

Repetitive and administrative tasks are tedious and time-consuming for in-house counsel and can risk typos. Artificial intelligence (AI) is capable of automating some of these processes, allowing lawyers to focus on high-value output. Coming soon, Dazychain legal tech will provide some AI focussed functions that continue to focus on creating best practice legal operations tools that help produce efficient and high performing modern legal teams.

Can we customise fields, templates, workflows, and dashboards ourselves or do we need Dazychain help?2026-01-20T15:28:01+11:00

Dazychain provides full guidance and support for all customisations, including fields, templates, workflows, and dashboards. Your team can receive training to make updates independently in the future, while all changes remain fully supported and included as part of your subscription giving you flexibility with peace of mind.

What is legal matter management software?2026-03-12T10:52:55+11:00

Legal matter management software is a system used by corporate legal departments to track, organise, and manage legal matters across the organisation. It centralises documents, workflows, communication, and reporting so in-house legal teams can manage legal work efficiently.

How do in-house legal teams track legal matters?2026-03-12T10:53:15+11:00

Many in-house legal teams use legal matter management software to track legal matters, assign tasks, manage deadlines, and maintain visibility across all ongoing legal work.

What features should legal matter management software include?2026-03-12T10:53:32+11:00

Modern legal matter management systems typically include legal intake, matter tracking, document management, reporting, collaboration tools, and integrations with tools such as Outlook and document signing platforms.

What does legal matter management software do?2026-03-12T10:53:47+11:00

Legal matter management software helps corporate legal departments organise, track, and manage legal work across the organisation. It centralises legal requests, documents, communications, and workflows so in-house legal teams can monitor progress, collaborate with stakeholders, and maintain visibility across all active matters.

 

What is HR case management software used for?2026-05-07T14:04:28+10:00

HR case management software is used to manage employee requests as structured cases, helping teams capture, triage, and resolve work consistently.

What types of HR requests can be managed as cases?2026-05-07T14:25:42+10:00

Dazychain HR case management system can handle a wide range of employee requests, including:

  • Employee inquiries and support requests
  • Onboarding and offboarding processes
  • Employee relations issues
  • Policy and compliance-related requests
  • Internal HR processes and approvals
Does Dazychain HR case management software support workflow automation?2026-05-07T14:26:03+10:00

Yes. Most HR case management systems include workflow automation to route requests, assign tasks, trigger approvals, and ensure consistent handling of HR processes.

How does HR case management improve HR service delivery?2026-05-07T14:26:21+10:00

HR case management improves service delivery by standardizing intake, enabling faster triage, and providing full visibility into requests and workloads.

This allows HR teams to respond faster, reduce delays, and deliver more consistent support to employees.

What is the difference between HR case management and an HR ticketing system?2026-05-07T14:26:37+10:00

An HR ticketing system focuses on capturing and tracking requests, while HR case management software goes further by supporting triage, workflows, and full case lifecycle management.

In practice, HR case management includes ticketing, but also adds structure, visibility, and process automation.

Manage every matter with structure, security and visibility.

See how Dazychain helps Legal and HR teams move from scattered work to controlled matter management.

Dazychain platform screens

Summary

Dazychain matter and case management software helps Legal and HR teams manage work from intake through to resolution. It supports legal matter management, HR case management, employee relations case management, workplace investigation software, secure case management, document management, workflow automation, task tracking, audit trails and reporting.

Go to Top