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- Legal Practice Management
- Frequently asked questions
Questions, answered
Answers for firms planning intake, conflict review and evidence-backed matter work.
Legal Practice Management
9 questions
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How do I get started?
Click Get started, then use Proto to configure Legal Practice Management for your business. Start with one practice area, a real intake, a conflict decision and a verified deadline.
Who decides whether a matter can be accepted?
The supervising attorney records a Clear conflict outcome. A separate Operations Reviewer makes the engagement decision against the submitted scope and source revision.
What happens when a conflict needs more information?
The attorney records that more information is needed, with evidence. The coordinator can gather the missing detail before the team considers engagement.
How are deadlines assigned?
Counsel verifies the court or contract source. The Matter Owner records the deadline type, due date and named owner, with an event and operation receipt on the matter.
Can we track which document was disclosed?
Yes. A production links to the legal document and records the recipient, authorization reference, date and production hash. The matter retains the actual recipient receipt.
How is privilege handled?
The document carries a state of Unreviewed, Privileged or not privileged, plus its revision and approver. The reviewer checks those details before authorizing production.
What happens if accepted scope changes?
The owner requests a correction. An independent reviewer records a decision, and accepted changes keep the original action with successor evidence and a compensating receipt.
How do we check an uncertain operation?
Read the persisted source records and the receipt’s effect references before deciding whether the action completed. Record the reconciliation on the matter timeline.
Can we connect our existing systems?
You can plan connections to court or contract sources, file delivery and accounting during implementation. Agree which system supplies each reference and which evidence stays on the matter.
Set up Legal Practice Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.