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

Matter details

Matter numberMatter titleMatter typeBusiness unitDepartmentLocationRequestorOwnerStatusStageDue datePriorityRisk ratingConfidentiality levelComplexityReputational riskStrategic importanceKey matter flag

People and groups

RequestorBusiness ownerLegal ownerHR ownerEmployeeManagerComplainantRespondentWitnessInvestigatorExternal adviserLaw firmSupport personApproval group

Documents

ContractsAdvice notesEmailsPoliciesInvestigation reportsWitness statementsPerformance plansWarning lettersPayroll instructionsApproval documentsEvidence filesExternal counsel documents

Activities

TasksNotesMeetingsInterviewsReviewsApprovalsDecisionsFollow-upsEscalationsReportsStatus updates

Legal matter management software

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

  • Matter intake and triage — Capture legal requests through configurable forms and automatically classify, prioritise and route them.
  • Matter management — Manage every legal matter in one place with clear ownership, status, deadlines, tasks and history.
  • Configurable workflows — Build and adapt workflows for different matter types, approvals, escalations and legal processes.
  • Document and email management — Keep matter-related documents, correspondence and records together in a central workspace.
  • External counsel management — Manage law firms, panel arrangements, instructions, matter activity, performance and legal spend.
  • Reporting and dashboards — Track matter volumes, workloads, turnaround times, costs, trends and outcomes in real time.
  • AI-powered legal assistance — Summarise matters and documents, search across content, compare clauses and policies, and answer questions using matter data.
  • Governance, security and auditability — Maintain permissions, audit trails, structured records and secure handling of sensitive legal information.

  • Faster matter resolution through structured intake, automated triage, clear ownership and workflow automation.
  • Greater visibility and control over matters, workloads, priorities, deadlines, risks and legal spend.
  • Reduced administrative effort by replacing email, spreadsheets and manual tracking with one centralised platform.
  • Improved consistency and compliance through standardised workflows, approvals, audit trails and governance controls.
  • Better management of external counsel with clearer instructions, matter tracking, performance visibility and spend oversight.
  • Stronger collaboration between legal teams, business stakeholders and external providers in a single secure workspace.
  • Better decision-making through real-time reporting, dashboards and insights into matter volumes, trends, costs and outcomes.
  • Lower legal operating costs by automating routine work, improving resource allocation and enabling greater self-service across the business.

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

Better control of complex work

Legal and HR leaders can see what is open, what is high risk and what needs attention.

Greater consistency

Teams can manage similar matters using consistent workflows and data fields.

Reduced risk

Sensitive matters are documented, permissioned and auditable.

Faster resolution

Clear ownership, tasks and workflows help teams move matters forward.

Better leadership reporting

Structured matter data supports real-time dashboards and executive reporting.

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.