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- Litigation Management
- Data model
The tables behind Litigation Management
Litigation Management ships with 14 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 14
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
Every table, by feature
- Matter intake5
- Conflict reviews4
- Court deadlines5
- Matter activity4
- Documents and productions4
- Review and evidence5
- Shared and settings1
- Matters
Litigation matters from intake through closure.
Linked to Organizations, Team members, Clients - Clients
Client and counterparty directory for matter intake.
Linked to Organizations - Organizations
Firm or legal department organizations that own matters.
- Team members
Attorneys, coordinators and auditors operating matters.
Linked to Organizations, Users - Conflict reviews
Conflict checks performed before engagement.
Linked to Matters
- Conflict reviews
Conflict checks performed before engagement.
Linked to Matters - Matters
Litigation matters from intake through closure.
Linked to Organizations, Team members, Clients - Clients
Client and counterparty directory for matter intake.
Linked to Organizations - Organizations
Firm or legal department organizations that own matters.
- Court deadlines
Court deadline extensions and verified filing completion.
Linked to Matters, Organizations - Matters
Litigation matters from intake through closure.
Linked to Organizations, Team members, Clients - Review decisions
Independent attorney review decisions on frozen revisions.
Linked to Matters, Team members - Operation receipts
Persisted receipts for every guarded operational action.
Linked to Matters - Organizations
Firm or legal department organizations that own matters.
- Matter events
Dated matter events: hearings, filings, reviews, decisions, communication.
Linked to Matters - Matter deadlines
Counsel-verified matter deadlines with completion receipts.
Linked to Matters, Team members - Matters
Litigation matters from intake through closure.
Linked to Organizations, Team members, Clients - Team members
Attorneys, coordinators and auditors operating matters.
Linked to Organizations, Users
- Legal documents
Versioned legal documents with privilege status and content hash.
Linked to Matters - Document productions
Authorized document productions to recipients.
Linked to Matters, Legal documents - Matters
Litigation matters from intake through closure.
Linked to Organizations, Team members, Clients - Record attachments
Files and evidence attached to matters.
Linked to Matters, Team members
- Review decisions
Independent attorney review decisions on frozen revisions.
Linked to Matters, Team members - Operation receipts
Persisted receipts for every guarded operational action.
Linked to Matters - Record attachments
Files and evidence attached to matters.
Linked to Matters, Team members - Court deadlines
Court deadline extensions and verified filing completion.
Linked to Matters, Organizations - Matters
Litigation matters from intake through closure.
Linked to Organizations, Team members, Clients
Keys and references
Matters.record number is the working case reference. Matters.Organization, Matters.Owner and Matters.Counterparty link the owning organization, team member and counterparty. Court deadlines.Parent and matter events.Parent point to the matter. Review decisions.Parent and operation receipts.Parent keep the decision and outcome beside it. Document productions.Document identifies the legal documents record associated with a production. Check the linked revision and hashes when tracing actual content.
Migration order
- Organizations and users. Establish organization names, time zones and identities.
- Team and parties. Add team members and Clients under the right organization.
- Matters. Import case references, counterparties, owners and engagement details.
- Case activity. Add conflict reviews, matter events, matter deadlines and court deadlines.
- Documents. Add legal documents, record attachments and document productions.
- Decisions and results. Reconcile review decisions and operation receipts against the cases they concern.
Set up Litigation Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.