Complete a matter deadline

Step by step

1. Deadline assignment Matter Coordinator

   Matter Coordinator identifies the obligation, matter, due date and owner.

   • Name the owner and due date
   • Updates Matter deadlines, Matters, Team members

2. Event preparation Matter Coordinator

   The owner records any hearing, filing or communication event that explains the work.

   • Retain dated activity
   • Updates Matter events, Matters

3. Completion check Supervising Attorney

   Supervising Attorney verifies the external result and supporting receipt before the deadline is treated as completed.

   • Record completion and receipt
   • Updates Matter deadlines, Matter events

4. Matter review Supervising Attorney

   The team checks remaining deadlines before moving the matter toward closure.

   • Inspect outstanding obligations
   • Updates Matters, Matter deadlines

Matter Coordinator

Assigns and records events; Supervising Attorney checks the result; Auditor inspects the retained evidence.