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- Legal Practice Management
- Who it's for
- Litigation practice
Litigation practice
A litigation practice moves from prospective instructions to court-driven work quickly. The intake records the proposed scope and fee, and the supervising attorney documents the conflict outcome before engagement. Once the matter is accepted, the owner can connect filing deadlines, hearing events, documents and receipts to one record number. This gives the team a practical way to discuss the next date and the evidence behind a completed action.
How Legal Practice Management is set up for you
Before acceptance
Record the client context, counterparty and conflict evidence. A Clear outcome precedes the independent engagement decision.
Court dates
Verify the notice or order, assign a deadline owner and retain the dated event and action receipt with the matter.
Disclosure
Review the document's privilege and revision before production. Keep the authorization, recipient, production hash and actual receipt together.
Completion
Review open deadlines, uncertain operation results and the timeline before the matter moves to Closed.
A litigation practice moves from prospective instructions to court-driven work quickly. The intake records the proposed scope and fee, and the supervising attorney documents the conflict outcome before engagement. Once the matter is accepted, the owner can connect filing deadlines, hearing events, documents and receipts to one record number. This gives the team a practical way to discuss the next date and the evidence behind a completed action.
Choose one type of filing matter for the first operating cycle. Begin with an intake that might require more conflict information. Have the supervising attorney record that outcome, then complete a Clear review and independent acceptance. Give the matter a single owner. Enter one verified filing deadline and one document revision that may be produced. This scope exercises the decisions that most affect a live case without making every kind of matter part of the first release.
During rehearsal, ask another team member to find the court receipt and the exact version disclosed to a named recipient. If a court date changes, use the reviewed correction path so the old instruction and new evidence remain readable. Decide who owns the reconciliation of a receipt marked needs review before the team starts relying on the timeline for completion.
Features to start with
Roles on the team
- Intake Coordinator
- Records a prospective matter and prepares it for conflict and acceptance review.
- Supervising Attorney
- Reviews conflicts and decides whether a prospective matter is clear to accept.
- Matter Owner
- Owns the active matter, its dates and supporting evidence.
- Document Reviewer
- Checks privilege and the exact revision before a document is produced.
- Operations Reviewer
- Makes the independent engagement or change decision and investigates uncertain receipts.
Set up Legal Practice Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.