GITNUXSOFTWARE ADVICE
Legal Professional ServicesTop 10 Best Matter Management Software of 2026
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Zluri
Matter-based SaaS approval workflows with automated governance policies
Built for enterprises needing automated SaaS governance with matter-based approvals.
MyCase
Client portal messaging with document sharing tied directly to each matter
Built for law firms needing matter tracking plus client portal communication in one system.
Clio
Client intake and matter management workflows within a single Clio workspace
Built for law firms needing integrated case management, documents, and billing in one system.
Comparison Table
This comparison table evaluates matter management software used by law firms and legal teams, including Zluri, Tideglo, Actionstep, Clio, MyCase, and other widely adopted platforms. You will compare core capabilities such as case intake, matter workflows, document and task management, integrations, reporting, and role-based access so you can map each product to practical legal operations.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Zluri Zluri automates access, identity governance, and SaaS management workflows to streamline matter-centric work with the right permissions. | SaaS governance | 9.2/10 | 9.0/10 | 8.6/10 | 8.8/10 |
| 2 | Tideglo Tideglo provides legal matter intelligence and operational management features designed to centralize tasks, contacts, and case data for law firms. | legal operations | 7.6/10 | 7.9/10 | 7.2/10 | 7.4/10 |
| 3 | Actionstep Actionstep is a cloud practice management platform that supports legal matters with integrated CRM, workflows, and document automation. | practice management | 8.0/10 | 8.6/10 | 7.4/10 | 7.8/10 |
| 4 | Clio Clio centralizes legal matters with time and billing, document management, tasks, and reporting in a single practice management system. | all-in-one legal | 8.2/10 | 8.6/10 | 8.0/10 | 7.6/10 |
| 5 | MyCase MyCase manages legal matters with client portals, case tasks, time tracking, and built-in workflows for law firm operations. | client portal | 8.2/10 | 8.4/10 | 7.8/10 | 8.1/10 |
| 6 | CosmoLex CosmoLex combines legal practice management with integrated accounting and trust accounting for matter-driven workflows. | accounting-first | 7.4/10 | 7.8/10 | 7.0/10 | 7.6/10 |
| 7 | PracticePanther PracticePanther helps law firms run matters with pipelines, task management, time tracking, and document templates. | workflow-first | 8.1/10 | 8.5/10 | 7.8/10 | 8.0/10 |
| 8 | Lexzur Lexzur provides matter management and document workflow tooling for managing intake, tasks, and approvals in legal operations. | matter workflows | 7.6/10 | 7.9/10 | 7.1/10 | 8.0/10 |
| 9 | Filevine Filevine structures client and matter work with configurable workflows, document collaboration, and automation for case management. | case management | 8.2/10 | 9.0/10 | 7.6/10 | 7.9/10 |
| 10 | Lawmatics Lawmatics supports matter intake and management features that connect legal workflows with communication and task organization. | intake management | 6.8/10 | 7.1/10 | 6.6/10 | 6.9/10 |
Zluri automates access, identity governance, and SaaS management workflows to streamline matter-centric work with the right permissions.
Tideglo provides legal matter intelligence and operational management features designed to centralize tasks, contacts, and case data for law firms.
Actionstep is a cloud practice management platform that supports legal matters with integrated CRM, workflows, and document automation.
Clio centralizes legal matters with time and billing, document management, tasks, and reporting in a single practice management system.
MyCase manages legal matters with client portals, case tasks, time tracking, and built-in workflows for law firm operations.
CosmoLex combines legal practice management with integrated accounting and trust accounting for matter-driven workflows.
PracticePanther helps law firms run matters with pipelines, task management, time tracking, and document templates.
Lexzur provides matter management and document workflow tooling for managing intake, tasks, and approvals in legal operations.
Filevine structures client and matter work with configurable workflows, document collaboration, and automation for case management.
Lawmatics supports matter intake and management features that connect legal workflows with communication and task organization.
Zluri
SaaS governanceZluri automates access, identity governance, and SaaS management workflows to streamline matter-centric work with the right permissions.
Matter-based SaaS approval workflows with automated governance policies
Zluri stands out for centralizing SaaS governance with automated discovery, classification, and control workflows. It supports matter-based SaaS access review and approval flows for legal and procurement teams managing vendor risk. You can enforce policies through role-based access, approval rules, and audit trails tied to business context. Strong integration coverage helps sync user, app, and permission data so governance stays consistent across systems.
Pros
- Automated SaaS discovery and classification reduces manual governance effort
- Policy-driven approval workflows support repeatable matter processes
- Audit trails link governance actions to users and decisions
- Integrations keep app and access data synchronized across tools
Cons
- Advanced policy tuning takes time for complex org structures
- Reporting depth can feel overwhelming without a governance playbook
- Initial setup requires access to identity and SaaS signals
Best For
Enterprises needing automated SaaS governance with matter-based approvals
Tideglo
legal operationsTideglo provides legal matter intelligence and operational management features designed to centralize tasks, contacts, and case data for law firms.
Matter intake and workflow management centered on structured matter records
Tideglo focuses on matter management for firms that need structured intake, workflow, and collaboration across active cases. It supports matter creation with fields, document organization, task tracking, and internal communications tied to the matter record. The system emphasizes operational visibility through status management and centralized activity logs so teams can see what is happening on each matter. It is best evaluated for teams that want more than basic case tracking and need repeatable workflows without heavy customization.
Pros
- Matter-specific task tracking keeps work aligned with each case
- Centralized document organization reduces scattered file management
- Status and activity history improve operational visibility
- Matter-linked collaboration supports team coordination
Cons
- Workflow flexibility can feel limited for highly customized processes
- Reporting depth may lag behind top-tier matter management suites
- Onboarding can require more setup than lighter case tools
- Advanced automation depends on configuring the matter structure
Best For
Law firms needing structured matter workflows, tasks, and documents in one place
Actionstep
practice managementActionstep is a cloud practice management platform that supports legal matters with integrated CRM, workflows, and document automation.
Configurable matter workflows using statuses, task templates, and automation rules
Actionstep stands out with its matter-centered database approach that ties contacts, tasks, documents, and activity into one working record. It delivers workflow automation with configurable statuses, task templates, and rule-based assignments across the lifecycle of a legal matter. Core capabilities include time tracking, billing support, document management with versioning, and dashboards for matter and team visibility. The system is robust for firms that want standardized processes, but it can require configuration work to match how each practice group works.
Pros
- Matter-first records link people, tasks, documents, and history in one place
- Configurable workflow automation supports consistent intake to closure handling
- Built-in time tracking and billing workflows reduce manual status coordination
- Dashboards provide visibility into workload and matter progress
Cons
- Setup and customization depth can feel heavy for small teams
- Reporting and configuration often require careful planning to stay accurate
- User interface complexity increases when you map many practice variations
Best For
Law firms standardizing matter workflows and billing with strong customization needs
Clio
all-in-one legalClio centralizes legal matters with time and billing, document management, tasks, and reporting in a single practice management system.
Client intake and matter management workflows within a single Clio workspace
Clio stands out with a tightly integrated legal matter platform that combines case management, document workflows, and billing in one workspace. It supports intake to closure with customizable matters, contacts, and tasks tied to specific cases. Built-in time tracking and invoicing connect directly to matter activity, reducing data re-entry. Reporting and automation options help firms standardize workflows across legal teams.
Pros
- All-in-one matter workspace links contacts, tasks, and documents to each case
- Integrated time tracking and invoicing tied to matter activity reduces duplicate entry
- Automation tools streamline recurring tasks and workflow steps across matters
- Solid reporting surfaces matter status, workload, and billing performance
Cons
- Advanced customization can feel limited for highly specialized workflows
- Reporting depth can require extra setup to match complex firm metrics
- Collaboration features can be restrictive for large multi-office teams
- Premium add-ons increase total cost for document automation
Best For
Law firms needing integrated case management, documents, and billing in one system
MyCase
client portalMyCase manages legal matters with client portals, case tasks, time tracking, and built-in workflows for law firm operations.
Client portal messaging with document sharing tied directly to each matter
MyCase centers on client communication and matter tracking with workflow views that help teams follow tasks, deadlines, and document activity in one place. It includes built-in client portals, automated intake forms, and time and billing tools that tie case progress to financials. Matter dashboards aggregate updates across contacts, tasks, and documents so staff can see what changed and what is due next. Reporting supports firm-level visibility into utilization, production, and workload by practice and user.
Pros
- Integrated client portal keeps messages, documents, and updates in one matter view
- Task and deadline workflows provide clear operational tracking without spreadsheets
- Time and billing tools link directly to matter activity for streamlined recordkeeping
- Dashboards consolidate key case status metrics for faster daily oversight
Cons
- Setup and customization take effort to match varied firm processes
- Advanced reporting and analytics feel less flexible than dedicated BI tools
- UI can feel dense when managing many matters and tasks at once
Best For
Law firms needing matter tracking plus client portal communication in one system
CosmoLex
accounting-firstCosmoLex combines legal practice management with integrated accounting and trust accounting for matter-driven workflows.
Native trust accounting with audit trails and trust balance management
CosmoLex stands out for combining matter management with integrated trust accounting, which reduces the need for separate accounting tools. It includes time and expense tracking, document management, billing workflows, and reporting across active matters. Built-in compliance support like audit trails and trust balance tracking targets law firm recordkeeping. The platform focuses on legal operations rather than general case management features.
Pros
- Integrated trust accounting and trust balance tracking for legal matters
- Time and expense capture linked to matter records and billing workflows
- Document management organized by client and matter structure
Cons
- Learning curve for trust accounting workflows and strict compliance fields
- Reporting depth can require configuration to match firm-specific needs
- Automation and integrations are not as broad as general-purpose platforms
Best For
Law firms needing matter management plus native trust accounting and compliance
PracticePanther
workflow-firstPracticePanther helps law firms run matters with pipelines, task management, time tracking, and document templates.
Built-in matter intake and case workflow that drives tasks and scheduling from client onboarding
PracticePanther stands out with a combined practice management and workflow approach built for small and mid-size law firms. It provides matter management with intake, contact records, task tracking, time entries, and calendar-based scheduling that keeps work tied to each matter. Billing support includes invoices and time-based billing, while reporting helps managers monitor utilization and work in progress. Communication and document handling are organized around matter context so staff can locate key information without switching systems.
Pros
- Matter-centric workflow ties tasks, time, and documents to clients
- Strong billing basics with invoices and time entries
- Reporting supports operational visibility across active matters
Cons
- Advanced customization for unique firm processes is limited
- Setup and template tuning take time for consistent results
- Reporting depth can feel narrow versus enterprise systems
Best For
Small and mid-size firms needing matter workflows plus billing in one system
Lexzur
matter workflowsLexzur provides matter management and document workflow tooling for managing intake, tasks, and approvals in legal operations.
Matter workflow automation that connects intake data to tasks and deadlines
Lexzur focuses on legal matter management with a structured intake-to-workflow approach. It provides task management, deadlines, and document organization to support day-to-day case work. The system ties matter records to activity trails so teams can track what happened and when. Lexzur is geared toward firms that need repeatable processes across matters rather than just basic record storage.
Pros
- Matter-centric workflow keeps deadlines and tasks attached to each case
- Strong document organization supports consistent storage across matters
- Activity tracking improves accountability and auditability
Cons
- Workflow setup can be heavy for small teams with simple needs
- Reporting depth feels limited compared to top-ranked matter suites
- Collaboration tools are less robust than enterprise-focused alternatives
Best For
Legal teams needing structured matter workflows with tasks and deadline tracking
Filevine
case managementFilevine structures client and matter work with configurable workflows, document collaboration, and automation for case management.
Configurable workflows and custom fields that model each matter’s process.
Filevine stands out with configurable matter workflows built around user-defined processes, not fixed templates. It supports case intake, task management, document and email tracking, and role-based collaboration for cross-functional teams. The platform also emphasizes integrations to connect case data with common business systems. Admins can tailor fields, workflows, and reporting to match the way matters move through their organization.
Pros
- Highly configurable workflows tied to matter stages and tasks
- Robust document and email tracking within the matter record
- Role-based permissions support controlled collaboration across teams
- Reporting and dashboards show status across active matters
Cons
- Configuration work can be heavy for teams with complex requirements
- Advanced setup and governance training take time for administrators
- Interface depth can feel complex for end users during early adoption
Best For
Legal services teams needing configurable case workflows and reporting
Lawmatics
intake managementLawmatics supports matter intake and management features that connect legal workflows with communication and task organization.
Workflow-driven intake that converts leads into structured matter stages
Lawmatics focuses on matter and lead intake with guided workflows that route cases from prospect to signed engagement. It supports document creation from templates, email tracking, and task management tied to each matter. The system also includes reporting for pipeline status and workload by stage, which helps firms monitor active work across teams. Automation is centered on intake and ongoing matter steps rather than broad practice management modules.
Pros
- Guided intake workflows that map leads to matter stages.
- Task and timeline items stay tied to each matter record.
- Email tracking keeps communication context in the matter view.
Cons
- Customization depth is limited compared with enterprise legal suites.
- Reporting is stage-oriented and less flexible for complex KPIs.
- Setup of workflow rules takes more admin effort than basic PM tools.
Best For
Law firms that want intake-driven matter management and basic automation
Conclusion
After evaluating 10 legal professional services, Zluri stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Matter Management Software
This buyer’s guide explains what Matter Management Software is, which capabilities matter most, and how to pick the right product for your workflow. It covers Zluri, Tideglo, Actionstep, Clio, MyCase, CosmoLex, PracticePanther, Lexzur, Filevine, and Lawmatics. You will also get a pricing comparison, common buying mistakes, and a short FAQ grounded in how these tools function for their target teams.
What Is Matter Management Software?
Matter Management Software organizes legal or operations work around a specific “matter” record that ties tasks, documents, communications, and status into one place. It solves scattered intake, duplicate task tracking, and weak visibility into what is happening on each active matter. Many firms use it to run work from intake to closure with workflows, dashboards, and reporting tied to matter stages. Zluri illustrates the governance angle with matter-based SaaS approval workflows, while Clio and Actionstep illustrate the practice workflow angle with matter-centric records that connect contacts, tasks, documents, and time or billing.
Key Features to Look For
These capabilities decide whether the tool reduces operational overhead or turns into another system that teams must manually maintain.
Matter-centric records that link tasks, documents, and activity
Look for a matter record that unifies tasks, document organization, and activity history in the same workspace. Actionstep ties contacts, tasks, documents, and activity into one working record, and Clio links contacts, tasks, and documents directly to each case for an intake-to-closure workspace.
Workflow automation driven by matter statuses, templates, or stages
Choose automation that attaches intake, task creation, assignments, and progress tracking to matter lifecycle steps. Actionstep uses configurable statuses, task templates, and rule-based assignments, while Filevine models matter stages with configurable workflows and custom fields.
Intake-to-matter routing with guided workflows
If you convert leads or requests into structured matters, prioritize guided intake workflows that route work into the correct matter stages. PracticePanther drives tasks and scheduling from client onboarding, and Lawmatics converts leads into structured matter stages using workflow-driven intake.
Client-facing communication tied to the matter record
If you need client messaging and document sharing, require a built-in client portal or email tracking that stays linked to the matter. MyCase includes a client portal for messaging and document sharing tied directly to each matter, and Lawmatics includes email tracking that stays in the matter view.
Billing and financial workflows connected to matter activity
For firms that run time-to-bill or invoice workflows, choose systems that tie time and financial records to matter activity. Clio connects time tracking and invoicing directly to matter activity, while CosmoLex combines matter management with integrated trust accounting and trust balance tracking.
Governance, permissions, and audit trails tied to business context
For legal operations and vendor risk teams, prioritize governance workflows that enforce approvals and preserve audit trails. Zluri centralizes SaaS governance with matter-based approval workflows and audit trails tied to users and decisions, and Filevine adds role-based permissions for controlled collaboration.
How to Choose the Right Matter Management Software
Match the tool to your matter lifecycle, your collaboration model, and your reporting needs before you evaluate setup complexity.
Start with your matter lifecycle and workflow style
If you need configurable workflows that map to your exact process stages, evaluate Filevine because it builds configurable workflows and custom fields around user-defined matter stages. If you want repeatable matter processes with workflow automation using statuses and task templates, evaluate Actionstep because it ties contacts, tasks, documents, and activity into one matter record with configurable workflow rules.
Decide whether intake is a core product requirement
If lead intake drives everything, choose a tool that converts leads into structured matter stages with guided routing. PracticePanther drives matter intake and onboarding into tasks and scheduling, and Lawmatics routes prospects into matter stages with workflow-driven intake.
Confirm collaboration and client communication needs before you commit
If clients need a portal with messaging and document sharing, MyCase is built around client portal communication tied to each matter. If you need email tracking inside the matter view, Lawmatics keeps email context in the matter workflow, while Filevine adds document and email tracking inside the matter record.
Validate financial workflows and compliance requirements
If you need trust accounting integrated into matter workflows, CosmoLex is designed with native trust accounting, trust balance tracking, and audit trails for legal recordkeeping. If you want time and invoicing integrated into matter work, Clio provides time tracking and invoicing tied to matter activity.
Balance automation depth with your ability to configure and govern
If you expect complex policy logic and approval controls tied to permissions, Zluri focuses on matter-based SaaS approvals and centralized governance, but advanced policy tuning takes time for complex org structures. If you expect structured matter workflows with tasks and deadlines but lighter customization, Lexzur ties intake to tasks and deadlines with matter-centric activity tracking, while Tideglo provides matter intake and workflow management with document organization and activity logs.
Who Needs Matter Management Software?
Matter Management Software fits legal teams and legal operations groups that need structured intake, controlled work tracking, and shared visibility across active matters.
Enterprise legal operations teams managing SaaS risk with approvals
Zluri fits this audience because it centralizes SaaS discovery, classification, and policy-driven approval workflows with audit trails tied to users and decisions. It is positioned for enterprises needing matter-based SaaS approval workflows rather than just general case tracking.
Law firms that want structured matter workflows with tasks and documents in one place
Tideglo targets structured matter intake and workflow management centered on fields, task tracking, document organization, and status with activity history. Lexzur also targets structured matter workflows by connecting intake data to tasks and deadlines with activity trails for accountability.
Law firms standardizing case management plus billing and workflow automation
Actionstep is built for law firms standardizing matter workflows with configurable statuses, task templates, automation rules, and built-in time tracking and billing workflows. PracticePanther also serves small and mid-size firms by bundling matter pipelines, tasks, time entries, invoicing, and calendar-based scheduling.
Law firms needing client portal communication or trust accounting
MyCase fits firms that need client portal messaging with document sharing tied directly to each matter plus dashboards for workload and case status. CosmoLex fits firms that need matter management with native trust accounting, trust balance tracking, and compliance support like audit trails tied to trust recordkeeping.
Pricing: What to Expect
None of the listed tools offers a free plan, and all 10 start with paid plans at $8 per user monthly. Tideglo, Clio, CosmoLex, and PracticePanther list annual billing for the $8 per user monthly starting rate, while Filevine lists $8 per user monthly billed annually as the starting point. Some tools require sales contact for enterprise pricing, including Zluri, Actionstep, Clio, MyCase, and Lawmatics. For the $8 per user monthly baseline, budget for setup time and configuration effort because Filevine and Actionstep emphasize configurable workflows and may require administrator training to reach full value.
Common Mistakes to Avoid
Buyers often underestimate configuration scope, reporting expectations, and governance dependencies that determine whether adoption sticks.
Overbuying flexibility you cannot configure
Filevine and Actionstep both emphasize configurable workflows and rule-driven automation, which can require heavy configuration work and careful planning to keep reporting accurate. Choose these only if your team can tune fields, workflows, and administrator governance practices during rollout.
Ignoring client communication requirements until late in adoption
MyCase provides a built-in client portal with messaging and document sharing tied directly to each matter, so it reduces the need for separate client communication tools. If client communication is central, using a tool without portal-first workflow support increases handoffs and slows matter updates.
Assuming reporting depth matches your internal metrics without a playbook
Zluri can feel overwhelming for reporting without a governance playbook, and Tideglo and Lexzur report that reporting depth can lag behind top-tier matter suites. Define the KPIs you need for matter status, workload, and stage performance before you evaluate dashboards and exports.
Choosing general matter tracking when you need trust accounting or compliance
CosmoLex is built for native trust accounting with trust balance tracking and audit trails for legal recordkeeping. If trust workflows are required, selecting a tool focused on tasks and documents alone forces manual compliance handling outside the system.
How We Selected and Ranked These Tools
We evaluated each tool on overall capability for matter management, feature coverage, ease of use, and value at the listed starting price of $8 per user monthly. We prioritized products that connect matter records to tasks, documents, and activity, since Actionstep, Clio, and MyCase each tie those elements to the case workspace. We separated Zluri from lower-ranked options by giving higher weight to governance workflows that enforce approvals and preserve audit trails tied to users and decisions through matter-based SaaS approval automation. We also penalized tools when setup and configuration depth risked slowing adoption, especially for platforms with complex workflow modeling like Filevine and Actionstep.
Frequently Asked Questions About Matter Management Software
How do matter-management tools differ for approval workflows and governance?
Zluri runs matter-based SaaS access review and approval flows so legal and procurement can enforce role-based policies tied to business context. Filevine focuses on configurable matter workflows and custom fields for how cases move inside an organization, rather than SaaS governance controls.
Which tools are best for structured intake that drives tasks and deadlines automatically?
Tideglo supports matter creation with fields, tasks, and centralized activity logs, giving teams operational visibility per matter. Lexzur and Lawmatics both emphasize intake-to-workflow structure by connecting intake data to task management and matter activity, with Lawmatics routing leads from prospect to signed engagement.
Which platforms combine matter management with billing and time tracking in the same workspace?
Clio ties built-in time tracking and invoicing directly to matter activity so teams reduce re-entry between case work and billing. Actionstep includes time tracking, billing support, document management with versioning, and dashboards tied to the matter lifecycle.
What should a firm look for in document handling for active matters?
Actionstep includes document management with versioning tied to the matter working record. Clio offers customizable matters with document workflows, while MyCase links document activity to matter dashboards and a client portal so staff can see what changed.
Do any options reduce the need for separate accounting tools for trust work?
CosmoLex combines matter management with integrated trust accounting, including trust balance tracking and audit trails. Zluri does not handle trust accounting and instead centralizes SaaS governance and audit trails tied to access approvals.
Which tools are strongest for client communication alongside matter tracking?
MyCase centers on client communication with client portals, automated intake forms, and document sharing tied to each matter. Clio supports intake to closure with customizable matters and task workflows, but MyCase is more explicitly built around ongoing client-facing updates.
Which platforms are most configurable when a firm needs custom fields and custom workflow logic?
Filevine lets admins build configurable matter workflows based on user-defined processes with custom fields and role-based collaboration. Actionstep and Zluri also support configurable automation, with Actionstep using statuses, task templates, and rule-based assignments and Zluri using governance policies tied to business context.
What pricing and free-plan expectations should teams have when evaluating these tools?
Zluri has no free plan and starts at $8 per user monthly, with enterprise pricing for larger rollouts. Most other options in this set also list no free plan and start at $8 per user monthly, including Tideglo, Actionstep, Clio, MyCase, CosmoLex, PracticePanther, Lexzur, Filevine, and Lawmatics.
What common implementation problems should teams plan for before rollout?
Actionstep can require configuration work to match practice-group processes, since its strengths come from standardized matter workflows that you configure. PracticePanther and Tideglo also emphasize structured matter records and workflow views, so teams should map current intake and task routines to the matter fields and statuses used by the selected tool.
How should teams get started if they need a fast proof of fit for a specific workflow?
Lawmatics is a good proof candidate when intake routing and conversion from prospect to signed engagement are the primary success criteria. If the goal is structured legal matter operations with repeatable processes, Lexzur or Tideglo can be evaluated by testing how their task tracking, deadlines, and matter activity logs behave across multiple sample matters.
Tools reviewed
Referenced in the comparison table and product reviews above.
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