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- Legal Practice Management
- Process
- Deadlines and events
Deadlines and events
Turn a verified source date into owned matter work and a dated record.
Step by step
-
Verify source Supervising Attorney
The Supervising Attorney checks the court notice or contract source before a due date enters the matter.
- Confirmed basis for the due date
- Updates Matters, Matter deadlines
-
Track deadlines Matter Owner
The Matter Owner records the deadline type, due date and assigned owner on the engaged matter.
- Due date with a named owner
- Updates Matter deadlines, Team members
-
Record the action Matter Owner
The accepted action leaves an operation receipt and a dated matter event.
- Durable outcome and dated timeline entry
- Updates Operation receipts, Matter events
-
Complete the work Matter Owner
The owner records the completion date and court receipt where the deadline requires them.
- Completion date and court receipt
- Updates Matter deadlines, Matters
Who does what
Roles and permissions- Supervising Attorney
- , Matter Owner, Operations Reviewer
Set up Legal Practice Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.