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- Litigation Management
- Who it's for
- Multi-office litigation practices
Multi-office litigation practices
A practice with several organizations or offices can retain each matter under its owning organization while giving the assigned team member a clear working record. Time zone and currency belong to the organization and team member records. A court deadline also identifies its organization, which helps staff avoid treating a similarly named case in another office as the same filing.
How Litigation Management is set up for you
Keep local ownership
Link the case and deadline to the intended organization.
Use named assignments
The matter owner and deadline owner make follow-up visible.
Check court context
Review the actual court, due date and filing reference for each case.
Retain a common trail
Decisions and operation receipts remain connected to their parent matter.
A practice with several organizations or offices can retain each matter under its owning organization while giving the assigned team member a clear working record. Time zone and currency belong to the organization and team member records. A court deadline also identifies its organization, which helps staff avoid treating a similarly named case in another office as the same filing.
Choose cases from two organizations with similar subjects. Confirm that each has a distinct record number, counterparty, owner and jurisdiction. Enter a deadline for one case, then ask the assigned coordinator and supervising attorney to trace the submitted revision to the correct organization and filing evidence. Add an event and attachment so the team can follow the case history from the matter record.
Next, test a returned attorney decision and an operation receipt needing review. The responsible team should be able to explain why that case is not complete yet and who must reconcile the external result. When the records remain clear across the two organizations, repeat the pattern for further matters. Agree local conventions for time zones and record numbers during setup.
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.