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- Litigation Management
- Who it's for
- Law firms
Law firms
A firm may handle several disputes under the same organization, each with a different court, counterparty and responsible attorney. Give each engagement its own matter record. The owner and engagement reference keep the team's work legible, while conflict reviews show why the firm took the case. Court deadlines and dated events follow the matter through filing and review.
How Litigation Management is set up for you
Open the case carefully
Confirm the client, counterparty, jurisdiction and matter owner before staff begin work.
Record the conflict decision
Counsel can see the reviewer, date, outcome and evidence for the engagement.
Track court commitments
Coordinators prepare deadlines and counsel checks the court calendar and filing receipt.
Preserve the production trail
A recipient, authorization reference and hash identify material that was sent.
A firm may handle several disputes under the same organization, each with a different court, counterparty and responsible attorney. Give each engagement its own matter record. The owner and engagement reference keep the team's work legible, while conflict reviews show why the firm took the case. Court deadlines and dated events follow the matter through filing and review.
Start with an active matter that has an upcoming filing and a document likely to be produced. Enter the parties, conflict decision and engagement reference. Add the court deadline with its source evidence, then ask counsel to review the submitted revision. Keep the filing receipt and resulting operation receipt available to the matter team. Use a second case with a similar counterparty name to test intake discipline.
The first rehearsal should show who owns each date, which revision the attorney saw and how a failed result is investigated. Keep historical filings and document productions distinct from current working versions. When the team can reconstruct the case from its record number and evidence, expand to more matters and owners.
Features to start with
Roles on the team
- App Administrator
- Maintain organization configuration and membership.
- Matter Coordinator
- Prepare assigned operational records and execute eligible reviewed actions.
- Supervising Attorney
- Review eligible revisions independently and reconcile operational evidence.
Set up Litigation Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.