Deadline and event follow-up

Keep due obligations and dated milestones tied to the responsible matter.

Step by step

Identify due work Matter Coordinator

The Matter Coordinator records a deadline type, due date, matter and assigned team owner as soon as the obligation is known.
- Assigns the due obligation
- Updates Matter deadlines, Matters, Team members
Record the milestone Matter Coordinator

The coordinator adds a dated event for a filing, hearing, review, decision or communication when that event belongs in the matter chronology.
- Adds dated context to the matter
- Updates Matter events, Matters
Follow the owner Matter Coordinator

The assigned owner checks due work and confirms what remains to be done. The owner compares due dates with completion dates to identify unfinished work.
- Gives the responsible person a due queue
- Updates Matter deadlines, Team members
Record completion Supervising Attorney

The owner records the completion date and court receipt where the task requires one. The supervising attorney checks the result before closing the matter.
- Keeps completion and receipt evidence
- Updates Matter deadlines, Matter events

Matter Coordinator: Records due work; Supervising Attorney reviews material outcomes; Auditor examines the chronology; App Administrator maintains access.

Start free, then use Proto to change fields, steps and approvals before your team goes live.