AdvoLogix Matter Management is a legal case/matter management solution for Law Firms, In-house Counsel, and State and Local Government Agencies. AdvoLogix is a native solution and provides all the benefits of the Salesforce Lightning Platform.

AdvoLogix streamlines all aspects of legal case/matter management from intake to settlement with improved accuracy, timeliness, service and outcomes. AdvoLogix provides automation of legal business processes, improved staff efficiency, robust reporting, dashboards, and analytics for continuous process improvement.

AdvoLogix integrates with a variety of document creation and management solutions. In conjunction with DocuSign, AdvoLogix allow for the seamless creation, management, workflow routing and e-signature of legal documents, contracts, letters, and agreements.

Key Features

  • Legal Case/Matter Management
  • Document creation
  • Contract management and workflow
  • Automated E-signature
  • Routing and filing of key legal documents in context of cases and matters



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About the partner 

Founded in 2006, AdvoLogix is a leading legal matter management solution that helps law firms, general counsel and state and local governments to automate unique business processes and simplify legal matter management. The AdvoLogix cloud-based enterprise solution centralizes matter management, conforms to unique workflows and practice standards and provides industry-leading security and reliability. AdvoLogix offers comprehensive configuration and integration with thousands of add-on applications to extend the solution to meet specific business needs. For more information, visit and follow AdvoLogix on Twitter with @AdvoLogix and LinkedIn at