Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Litigation Management
- Court calendar
- Filing channel
- Document storage
- User accounts
Litigation Management · Available now
Example screen with sample data
Keep each matter and court deadline accountable.
Litigation Management keeps an organization's matters, counterparties, counsel ownership and dated activity together. A coordinator opens a matter and records its jurisdiction, engagement reference and current state.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewMatters in progress×
Litigation Management · Matters
New matter
Matters in progress
Matters in one list
Matters in view
6Engaged
2Active
2Review
2Engaged2
Bayridge warehouse lease disputeCalifornia superior court
12 Oct
Cedar Works patent defenseFederal district court
13 Oct
Add
Active2
Glenhaven supplier arbitrationOregon circuit court
21 Oct
Oriole Point permit challengeWashington superior court
02 Nov
Add
Review2
Hearthline wrongful terminationNevada district court
17 Oct
North Vale construction claimDelaware chancery court
19 Oct
Add
Bayridge warehouse lease disputeMatters · MTT-99412
EngagedOwnerRenee Castillo
JurisdictionCalifornia superior court
Opened at12 Oct
Conflict reviewMTT-99412 · Bayridge warehouse lease dispute
Supervising Attorney decides whether the conflict evidence supports engagement.
Waiting for Supervising Attorney
ApproveReturn
- Tables, ready to use
- 14
- Saved views
- 14
- Roles with set permissions
- 5
- Reports and dashboards
- 8
Features
Matter work with its evidence
Every feature works on the same records. Pick one to see the screen your team works in.
Matter intake
Keep parties, jurisdiction, owner and engagement reference on the case record.
- Identify the parties
- Keep the owner visible
- Record the engagement
- Matters
- Clients
- Organizations
- Team members
- Conflict reviews
OverviewMatter intake queue×
Litigation Management · Matter intake
New
Matter intake queue
Matters
| Record number | Subject | Status | Counterparty | Owner | Opened at | |
|---|---|---|---|---|---|---|
| MTT-60241 | Bayridge warehouse lease dispute | Intake | Oriole Point Growers | Lucas Adeyemi | 04 Nov | |
| MTT-72908 | Glenhaven supplier arbitration | Intake | Bayridge Storage Cooperative | Jonas Pike | 12 Oct | |
| MTT-33878 | Hearthline wrongful termination | Intake | Silver Dune Transport | Marta Solis | 23 Oct | |
| MTT-94894 | Cedar Works patent defense | Intake | Cedar Works Instruments | Lucas Adeyemi | 03 Nov | |
| MTT-61736 | Oriole Point permit challenge | Intake | Glenhaven Ceramics | Lucas Adeyemi | 03 Nov |
6 of 6 records
Bayridge warehouse lease disputeMatters · MTT-60241
IntakeCounterpartyOriole Point Growers
OwnerLucas Adeyemi
Opened at04 Nov
Conflict reviews
Record the reviewer, decision and evidence before engagement.
- Keep context attached
- Name the reviewer
- Separate outcomes
- Conflict reviews
- Matters
- Clients
- Organizations
OverviewConflict review matters×
Litigation Management · Conflict reviews
New
Conflict review matters
Matters
| Record number | Subject | Status | Counterparty | Owner | |
|---|---|---|---|---|---|
| MTT-73584 | Bayridge warehouse lease dispute | Conflict Review | Morrow Creek Foods | Lucas Adeyemi | |
| MTT-50421 | Glenhaven supplier arbitration | Conflict Review | North Vale Masonry | Jonas Pike | |
| MTT-58503 | Hearthline wrongful termination | Conflict Review | Bayridge Storage Cooperative | Renee Castillo | |
| MTT-10034 | Cedar Works patent defense | Conflict Review | Bayridge Storage Cooperative | Osei Bennett | |
| MTT-20369 | Oriole Point permit challenge | Conflict Review | North Vale Masonry | Jonas Pike |
6 of 6 records
Bayridge warehouse lease disputeMatters · MTT-73584
Conflict ReviewCounterpartyMorrow Creek Foods
OwnerLucas Adeyemi
Court deadlines
Track submitted revisions, attorney decisions and filing completion.
- Check the court source
- Review the submitted revision
- Reconcile completion
- Court deadlines
- Matters
- Review decisions
- Operation receipts
- Organizations
OverviewCourt deadlines awaiting attorney review×
Litigation Management · Court deadlines
New
Court deadlines awaiting attorney review
Approval conditions
| Parent | Court | Due at | Filing reference | Revision | Status | |
|---|---|---|---|---|---|---|
| Oriole Point permit challenge | Cedar County Superior Court | 28 Oct | ECF 26-1842 | 860 | Submitted | |
| Silver Dune insurance appeal | North Bay District Court | 29 Oct | ECF 26-1907 | 820 | Submitted | |
| Silver Dune insurance appeal | Westhaven Circuit Court | 12 Oct | CLERK 26-2018 | 90 | Submitted | |
| Glenhaven supplier arbitration | Pine Valley Appeals Court | 26 Oct | ECF 26-2144 | 810 | Submitted | |
| Oriole Point permit challenge | South Ridge Superior Court | 13 Oct | ECF 26-2251 | 400 | Submitted |
6 of 6 records
Cedar County Superior CourtCourt deadlines · CD-51521
SubmittedParentOriole Point permit challenge
Due at28 Oct
Filing referenceECF 26-1842
Revision860
Matter activity
Keep dated hearings, filings, reviews and communications with the matter.
- Separate planned and occurred dates
- Retain evidence references
- Assign a deadline owner
- Matter events
- Matter deadlines
- Matters
- Team members
OverviewDue matter events×
Litigation Management · Matter activity
New
Due matter events
Matter events
| Parent | Event type | Occurred at | Due at | External receipt | Revision | |
|---|---|---|---|---|---|---|
| Hearthline wrongful termination | Hearing | 24 Oct | 23 Oct | ECF notice 48192 | 300 | |
| Hearthline wrongful termination | Filing | 28 Oct | 23 Oct | Clerk notice 11048 | 190 | |
| North Vale construction claim | Review | 29 Oct | 23 Oct | Service receipt 29014 | 310 | |
| Oriole Point permit challenge | Decision | 24 Oct | 23 Oct | ECF notice 48337 | 780 | |
| Silver Dune insurance appeal | Communication | 24 Oct | 23 Oct | Service receipt 29102 | 90 |
6 of 6 records
ECF notice 48192Matter events · ME-71581
HearingParentHearthline wrongful termination
Occurred at24 Oct
Due at23 Oct
Revision300
Documents and productions
Connect document revisions, privilege review and recipient records.
- Review privilege explicitly
- Identify the revision
- Record the recipient
- Legal documents
- Document productions
- Matters
- Record attachments
OverviewUnreviewed legal documents×
Litigation Management · Documents and productions
New
Unreviewed legal documents
Legal documents
| Matter | Title | Revision | Privilege | Content hash | Approved by | |
|---|---|---|---|---|---|---|
| Glenhaven supplier arbitration | Bayridge complaint | 160 | Unreviewed | sha256:6a840bde | Vivian Park | |
| North Vale construction claim | Glenhaven arbitration demand | 140 | Unreviewed | sha256:b194e70c | Osei Bennett | |
| Silver Dune insurance appeal | Hearthline witness outline | 240 | Unreviewed | sha256:03f8c24a | Marta Solis | |
| Silver Dune insurance appeal | Cedar Works claim chart | 150 | Unreviewed | sha256:d62a519e | Ibrahim Faraj | |
| Hearthline wrongful termination | Oriole Point opening brief | 440 | Unreviewed | sha256:8c304bf1 | Claire Ashford |
6 of 6 records
Bayridge complaintLegal documents · LD-10774
UnreviewedMatterGlenhaven supplier arbitration
Revision160
Content hashsha256:6a840bde
Approved byVivian Park
Review and evidence
Preserve attorney decisions, attachments and operational receipts.
- Freeze the reviewed version
- Keep evidence attributable
- Inspect the result
- Review decisions
- Operation receipts
- Record attachments
- Court deadlines
- Matters
OverviewFiling exceptions×
Litigation Management · Review and evidence
New
Filing exceptions
Operation receipts
| Parent | Operation key | Action | Result state | Occurred at | Failure reason | |
|---|---|---|---|---|---|---|
| Hearthline wrongful termination | intake-2026-0721 | Open litigation matter | Failed | 15 Oct | Service affidavit not uploaded | |
| Glenhaven supplier arbitration | conflict-2026-0722 | Review conflict search | Needs Review | 24 Oct | Court deadline is past due | |
| North Vale construction claim | filing-2026-0723 | Record court deadline | Failed | 23 Oct | Opposing party details missing | |
| Hearthline wrongful termination | review-2026-0724 | Approve motion filing | Needs Review | 28 Oct | Privilege review not complete | |
| North Vale construction claim | production-2026-0725 | Release document set | Failed | 13 Oct | Filing receipt could not be matched |
6 of 6 records
intake-2026-0721Operation receipts · OR-89978
FailedParentHearthline wrongful termination
ActionOpen litigation matter
Occurred at15 Oct
Failure reasonService affidavit not uploaded
Process
From intake to filing completion
Matter to verified court filing ships ready to use. 2 steps need a named approval before the work moves on: Conflict review (Supervising Attorney) and Attorney review (Supervising Attorney).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Matter intake
Record the case, parties, organization and owner.
Bayridge warehouse lease disputeMTT-99412 · Matter CoordinatorMatter intakeBy Matter Coordinator -
Conflict review
Counsel checks the parties and records a decision with evidence.
Bayridge warehouse lease disputeMTT-99412 · Supervising AttorneyConflict reviewBy Supervising AttorneyApprovalSupervising Attorney decides whether the conflict evidence supports engagement. -
Engagement
Record the engagement reference and agreed fee.
Bayridge warehouse lease disputeMTT-99412 · Matter CoordinatorEngagementBy Matter Coordinator -
Deadline preparation
Prepare the court, due date and filing reference for review.
Bayridge warehouse lease disputeMTT-99412 · Matter CoordinatorDeadline preparationBy Matter Coordinator -
Attorney review
Counsel compares the submitted revision with the court and receipt.
Bayridge warehouse lease disputeMTT-99412 · Supervising AttorneyAttorney reviewBy Supervising AttorneyApprovalSupervising Attorney decides on the submitted court deadline revision. -
Filing completion
Reconcile the decision and operation receipt with the filing record.
Bayridge warehouse lease disputeMTT-99412 · Matter CoordinatorFiling completionBy Matter Coordinator
Inside a record
Court, filing and document context
Open any matter to see its conflict reviews, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Owner, Jurisdiction and Opened at.
- 2Conflict reviews
Each line is linked to this matter.
- 3Who works on it
Matter Coordinator and Admin, each with their own permissions.
- 4Process stages
Set organization access and Matter intake, with the role that acts.
- 5Approvals
Conflict review and Attorney review, with who decides.
Matters in progressBayridge warehouse lease dispute×
Litigation Management · Matters
Log activity
Bayridge warehouse lease dispute
California superior court · Engaged
1
Record details
OwnerRenee Castillo
JurisdictionCalifornia superior court
Opened at12 Oct
2
Conflict reviews
Bayridge warehouse lease dispute
| Matter | Reviewer | Reviewed at |
|---|---|---|
| Silver Dune insurance appeal | Renee Castillo | 15 Oct |
| Hearthline wrongful termination | Lucas Adeyemi | 21 Oct |
| North Vale construction claim | Amal Haddad | 27 Oct |
- Conflict reviews
- 6
3
Who works on it
- Matter CoordinatorManage court deadlines, matter events, Matters, record…
- AdminManage Users, Organizations, team members
4
Process stages
- Set organization accessApp Administrator
- Matter intakeMatter Coordinator
5
Approvals
- Conflict reviewSupervising AttorneyApproved
- Attorney reviewSupervising AttorneyWaiting
Approvals
Counsel decides on the reviewed revision
OverviewApprovals×
Litigation Management · Overview
Approvals
Signed in as Supervising Attorney
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- MTT-60241Bayridge warehouse lease disputeIntake2dActions
- MTT-72908Glenhaven supplier arbitrationIntake4dActions
- MTT-33878Hearthline wrongful terminationIntake4dActions
- MTT-94894Cedar Works patent defenseIntake4dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Conflict reviewCounsel checks the parties and records a decision with evidence. | Supervising Attorney | |
| Attorney reviewCounsel compares the submitted revision with the court and receipt. | Supervising Attorney |
2 approval rules · set per role in Proto
Roles
A workspace for each role
Everyone opens Litigation Management to the work that is theirs. Pick a role to see what it starts with.
App Administrator
Maintain organization configuration and membership.
- Manage Clients, Organizations, team members
Matter Coordinator
Prepare assigned operational records and execute eligible reviewed actions.
This is the first screen this role sees.
OverviewMatters in progress×
Matters in progress
Matters · Matter Coordinator
Engaged2
Bayridge warehouse lease disputeCalifornia superior court
12 Oct
Cedar Works patent defenseFederal district court
13 Oct
Add
Active2
Glenhaven supplier arbitrationOregon circuit court
21 Oct
Oriole Point permit challengeWashington superior court
02 Nov
Add
Review2
Hearthline wrongful terminationNevada district court
17 Oct
North Vale construction claimDelaware chancery court
19 Oct
Add
Supervising Attorney
Review eligible revisions independently and reconcile operational evidence.
This is the first screen this role sees.
OverviewMatters in progress×
Matters in progress
Matters · Supervising Attorney
Engaged2
Bayridge warehouse lease disputeCalifornia superior court
12 Oct
Cedar Works patent defenseFederal district court
13 Oct
Add
Active2
Glenhaven supplier arbitrationOregon circuit court
21 Oct
Oriole Point permit challengeWashington superior court
02 Nov
Add
Review2
Hearthline wrongful terminationNevada district court
17 Oct
North Vale construction claimDelaware chancery court
19 Oct
Add
Auditor
Read authorized evidence and reports.
This is the first screen this role sees.
OverviewMatters in progress×
Matters in progress
Matters · Auditor
Engaged2
Bayridge warehouse lease disputeCalifornia superior court
12 Oct
Cedar Works patent defenseFederal district court
13 Oct
Add
Active2
Glenhaven supplier arbitrationOregon circuit court
21 Oct
Oriole Point permit challengeWashington superior court
02 Nov
Add
Review2
Hearthline wrongful terminationNevada district court
17 Oct
North Vale construction claimDelaware chancery court
19 Oct
Add
Admin
Maintains user access and configuration without substituting for a supervising attorney's decision.
- Manage Users, Organizations, team members
- View Matters, court deadlines, operation receipts
Reports
Dates, decisions and exceptions
Review matter status, upcoming dates and retained decisions.
Overview×
Litigation Management · Overview
Litigation Management dashboard
This quarter
Court deadlines in view
6Total days remaining
76Draft
2Submitted
2Matters by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Intake | 25 | ||
| Conflict Review | 7 | 28% | |
| Engaged | 3 | 43% | |
| Active | 1 | 33% |
Number of matters by status
Sample counts per stage
- 01Matter pipeline
Group matters by status, organization, owner and jurisdiction.
- 02Upcoming court deadlines
List court and due date by matter and status.
- 03Filing completion register
Match completed court deadlines with filing references and decision dates.
- 04Conflict decision register
Review decisions and evidence by matter, reviewer and review date.
- 05Matter milestone completion
Compare due and completed dates with court receipts by owner.
- 06Document privilege register
Inspect document revisions, privilege states and approval names by matter.
- 07Production evidence
List recipients, authorization references and production hashes for each matter.
- 08Operational exceptions
Show failed and review-needed receipts with their reasons and references.
Who it's for
Fit the litigation team you run
See how Litigation Management fits your kind of team.
Controls
Keep the case trail attributable
Each stage of matter to verified court filing names the role that acts and the status it records, so a change is never anonymous.
OverviewMatter to verified court filing×
Litigation Management · Process
Matter to verified court filing
Each stage, the role that acts and the status it records
Process stages
10Approval steps
2Roles involved
3Tables touched
12Matter intake
Matter CoordinatorStatusIntake → Conflict Review
RecordsConflict reviews, Organizations, Matters
Conflict reviewApproval
Supervising AttorneyStatusConflict Review → Engaged
RecordsConflict reviews, Matters
Engagement
Matter CoordinatorStatusEngaged → Active
RecordsMatters
- StartConflict reviewsMatter intakeIntake → Conflict Review
- ApprovalConflict reviewsConflict reviewConflict Review → Engaged
- StepMattersEngagementEngaged → Active
- StepCourt deadlinesDeadline preparationDraft → Submitted
- ApprovalReview decisionsAttorney reviewSubmitted → Approved
AI agent
Prepare the next case with Proto
Use Proto to prepare matter records and review case handoffs.
It can
- Matter Coordinator: Prepare the matter details, deadline revision and evidence references for counsel to check.
- Supervising Attorney: Summarize the submitted revision, court details and filing reference for an independent decision.
- Auditor: Trace a decision and operation receipt back to the same matter and source revision.
Stays with a person
- Proto can prepare and organize records, but the supervising attorney makes legal decisions and confirms the court calendar and actual filing receipt.
- The team remains responsible for checking external results and authorizing production. Review the roles before assigning its access.
Show the submitted court deadline for this matter, its source revision, the attorney decision and the operation receipt. Keep any failed result visible for review.
Proto can prepare and organize records, but the supervising attorney makes legal decisions and confirms the court calendar and actual filing receipt.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 14 tables14tables
- Matter intake5
- Conflict reviews4
- Court deadlines5
- Matter activity4
- Documents and productions4
- Review and evidence5
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Establish access
Add the organization, users and team members who own preparation, review and audit.
Bring in a matter
Enter a real case with its parties, jurisdiction, engagement reference and conflict decision.
Prepare deadlines and documents
Add an upcoming court date, a matter event and a document revision.
Rehearse review
Submit a deadline revision and ask the supervising attorney to compare it with the court calendar and filing receipt.
Inspect results
Check the attorney decision, operation receipt and any failure reason before broadening use.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure Litigation Management for your business. Pilot one active matter with a conflict decision, upcoming court deadline, submitted revision and filing receipt.
Who owns a matter?
A named team member is linked as the matter owner. The coordinator maintains the case record, while the supervising attorney makes review decisions.
How is a conflict check recorded?
The review records its matter, reviewer, date, decision and evidence. Counsel can distinguish a clearance from a request for more information.
Where do court dates go?
A court deadline holds the matter, court, due date, status and filing reference. Matter deadlines can record other dated obligations with their owner and completion receipt.
How does an attorney review a filing?
The coordinator submits a deadline revision. The attorney checks the court calendar and actual filing receipt, then records a decision on that source revision.
What explains a completed filing?
The court deadline, filing reference, attorney decision and operation receipt give reviewers the context for the completed record.
Can we see failed actions?
Yes. Operation receipts retain failed and review-needed results with the action, expected revision and failure reason.
How are document versions distinguished?
A legal document carries a revision and content hash. A production links the document to a recipient, authorization reference and production hash.
Where is activity kept?
Matter events hold dated hearings, filings, reviews, decisions and communications under the case. Matter deadlines keep the due and completion dates of obligations.
Set up Litigation Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.