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TeamConnect from Mitratech
Comprehensive legal matter management, e-billing, document management, reporting and analytics specifically tailored for insurance legal departments. Includes insurance-specific workflows, configurable dashboards, and integrations with claims management systems.
Product analysis by function
Legal Case Management Software for Compliance and Legal
Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software
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Case Management
(9 Yes /9 Known /11 Possible features)
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Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel. |
TeamConnect provides comprehensive case/matter management, including case creation and assignment, as part of its core feature set. | |
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Case Status Tracking Monitor the progress and current status of cases. |
Case status tracking is built-in for insurance legal departments as part of matter management functionality. | |
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Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Matter categorization by type, jurisdiction, priority is configurable in TeamConnect. | |
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Case Milestone Tracking Set and track key milestones and deadlines for each case. |
TeamConnect allows tracking of key milestones and deadlines per case as part of standard workflow configuration. | |
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Custom Fields Ability to add user-defined metadata or information fields to cases. |
Custom fields are supported within TeamConnect, allowing user-defined metadata. | |
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Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
Advanced search and filtering by case attributes is a documented feature. | |
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Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
TeamConnect supports bulk actions on matters and documents. | |
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Linked Cases Link related cases for holistic review and management. |
Related cases can be linked within TeamConnect for consolidated management. | |
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Case History Log Automatically maintain an audit log of all case activities and changes. |
Audit trails and history logs are maintained automatically for all cases. | |
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Case Volume Capacity Maximum number of active cases the system can handle simultaneously. |
No information available | |
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Case Edit Speed Average time required to update or edit a case record. |
No information available |
Document Management
(9 Yes /9 Known /11 Possible features)
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Central Document Repository All case documents are stored in a secure, centralized digital repository. |
All documents are stored in a secure, centralized repository according to TeamConnect documentation. | |
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Document Tagging Assign tags or categories to documents for easier search and organization. |
Document tagging for organization and search is available. | |
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Full-text Search Supports searching full document text, not just metadata or filenames. |
Full-text search of documents and metadata is a promoted feature. | |
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Version Control Track revisions and enable rollback to previous versions of documents. |
Version control for documents is included, supporting revision tracking and rollback. | |
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Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
OCR is available for scanned documents and PDFs according to product material. | |
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Bulk Upload/Download Upload or download multiple documents at once. |
Bulk upload/download for documents is supported. | |
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Document Commenting Users can add comments or notes to documents. |
Document commenting is supported for collaboration. | |
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Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
Automated document retention and destruction policies are featured for compliance. | |
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eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
eDiscovery support is included to aid with litigation holds and discovery processes. | |
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Storage Capacity Maximum digital storage available for documents. |
No information available | |
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Upload Speed Average speed to upload a document to the system. |
No information available |
Task and Workflow Automation
(8 Yes /8 Known /9 Possible features)
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Task Assignment Assign individual or recurring tasks to users or teams. |
Task assignment and workflow automation are heavily highlighted in TeamConnect's workflow engine. | |
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Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Automated reminders and notifications are included. | |
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Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
Workflow Builder for multi-step legal process automation is a promoted configurability feature. | |
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Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
Template-based task creation is supported. | |
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Approval Workflows Route items for review and approval through configurable workflow steps. |
Approval workflows are configurable for multiple process types. | |
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Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
Escalation triggers for overdue/critical tasks are a workflow feature. | |
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Progress Tracking Track completion status of tasks and workflows. |
Progress tracking on tasks and workflows is available. | |
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Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
Workflow analytics are available in dashboard and reporting modules. | |
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Task Reassignment Speed Average time to reassign a task or workflow to another user. |
No information available |
Compliance and Security
(9 Yes /9 Known /9 Possible features)
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Audit Trail Record of all user activity and system actions for compliance. |
Complete audit trails for compliance are a standard feature. | |
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Role-Based Access Control Set granular permissions by user, team, or role for all system areas. |
Role-based access controls are configurable at user, team, and role levels. | |
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Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
Data is encrypted at rest and in transit (SOC 2, ISO 27001 documentation). | |
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Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
SSO is supported for enterprise clients (noted in vendor documentation). | |
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Two-Factor Authentication Optional or required two-step verification for all users. |
Two-factor authentication is supported as an option. | |
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SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
SOC 2/ISO 27001 certification is referenced on vendor site. | |
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Data Residency Options Ability to select data storage locations to meet local or regulatory requirements. |
Data residency options are discussed in compliance context for global insurance firms. | |
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Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance. |
Automated data retention schedules are customizable. | |
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Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
Explicit warnings for PII and conflict risks are configurable. |
Integrations
(7 Yes /7 Known /8 Possible features)
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Email Integration Sync email correspondence with case records. |
Email integration with matter management is advertised. | |
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Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
Calendar integration (Outlook, Google) is available for deadlines. | |
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eBilling Integration Exchange billing data with accounting or claims platforms. |
eBilling integration is one of TeamConnect’s main insurance-oriented features. | |
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APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
APIs for 3rd party access are published and support inbound/outbound integration. | |
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Single Click Export/Import Effortlessly export or import data between systems. |
Single click export/import for cases, reports, and other records. | |
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Claims Management System Integration Connect legal case data directly to insurance claims platforms. |
Integration with insurance claims management platforms is a key differentiator. | |
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Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box). |
Supports DMS integration with platforms like SharePoint or Box. | |
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API Rate Limit Maximum number of API calls per minute/hour. |
No information available |
Outside Counsel and Vendor Management
(8 Yes /8 Known /8 Possible features)
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Outside Counsel Directory Repository of approved outside counsel and law firm contacts. |
Comprehensive directory for outside counsel and law firm contacts supported. | |
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Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
Engagement tracking of counsel to matters/cases is supported. | |
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Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend). |
Performance reporting on outside counsel via configurable reports (KPIs). | |
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Invoice and Spend Management Track outside counsel invoices and cumulative spend. |
Invoice and spend management for outside counsel are core TeamConnect billing features. | |
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Vendor Scorecard Rate outside counsel on predefined metrics and feedback. |
Vendor scorecarding for external law firms/counsel is available. | |
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Conflict Checks Automated system checks for potential conflicts of interest. |
Automated conflict checking is part of onboarding and engagement processes. | |
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Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
Outside counsel portal for collaboration, billing, and document sharing is available. | |
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Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel. |
Approval workflows for vendor onboarding are automated and configurable. |
Billing and Financial Management
(7 Yes /7 Known /8 Possible features)
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Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm. |
Legal spend tracking is foundational to TeamConnect’s offering. | |
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Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
Budgeting and cost forecasting aligned with case management are included. | |
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Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
Accrual accounting support for legal costs is available. | |
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Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
Billing guidelines enforcement to flag/reject invoices is part of compliance tools. | |
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Invoice Approval Workflows Route invoices through a configurable approval process. |
Invoice approval workflows are configured within the platform. | |
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Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
Spend analytics dashboards with interactive charts are offered. | |
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Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation. |
No information available | |
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Multi-Currency Support Ability to handle billing and reporting in multiple currencies. |
Multi-currency support available for global insurers. |
Reporting and Analytics
(7 Yes /7 Known /7 Possible features)
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Custom Report Builder Create and schedule reports using templates or custom queries. |
Custom report builder supports ad hoc and scheduled reports. | |
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Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
Pre-built legal KPIs, including those tailored for insurance claims. | |
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Dashboards Configurable visual dashboards for high-level oversight. |
Customizable/reporting dashboards are included. | |
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Export to Excel/CSV Export reports for offline analysis or sharing. |
Excel/CSV exports for reports and data. | |
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Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
Automated scheduled reporting is enabled. | |
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Ad Hoc Query Capability Easily generate custom insights via search and filter. |
Ad hoc query capabilities via search and filters. | |
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Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
Data visualization: charts, graphs, trendlines, heatmaps included. |
User Experience and Accessibility
(6 Yes /6 Known /8 Possible features)
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Intuitive User Interface Modern, clean, and easy-to-use UI design. |
Modern web-based interface is designed to be intuitive and configurable. | |
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Mobile Access Native or web mobile applications for on-the-go access. |
Mobile browser access and native apps available for on-the-go use. | |
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Performance and Load Time Average page or module load speed. |
No information available | |
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User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards. |
Onboarding self-guided tours and help are documented, supporting user adoption. | |
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Multilingual Interface System supports content and controls in multiple languages. |
Multilingual interface support is referenced for global clients. | |
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Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page. |
Customizable dashboards/homepages per user role. | |
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Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities. |
Accessibility compliance indicated in ADA/WCAG vendor statements. | |
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User Licenses Supported Maximum number of concurrent users the system supports. |
No information available |
Collaboration and Communication
(7 Yes /7 Known /7 Possible features)
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Internal Messaging Secure chat or messaging between users within the platform. |
Internal secure chat/messaging functionality listed. | |
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Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Threaded comment streams on case and task records supported. | |
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File and Link Sharing Share files or links related to cases within the system. |
Files and links can be attached/shared in the context of a case. | |
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Collaborative Document Editing Edit documents with multiple contributors in real time. |
Collaborative document editing with multiple contributors is supported. | |
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Notification Center Central area to view all notifications and alerts. |
Central notification area for all alerts/notifications. | |
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Guest Access Controls Allow secure, scoped access to external collaborators. |
Guest access controls ensure secure collaboration with external parties. | |
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Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
Discussion forums and topic boards are available for knowledge sharing. |
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