Matter activity

Matter events give the team a dated account of hearings, filings, reviews, decisions and communications. Each event belongs to a parent matter and has a line number and revision. A due date can identify upcoming action; an occurrence date records what happened. External receipts and document revision references help counsel connect a chronology entry to the evidence behind it.

The coordinator records each event in the context of the matter rather than maintaining a separate timeline. Matter deadlines carry the deadline type, owner, due date, completion date and court receipt. The events describe the activity; the deadline record identifies the obligation and its completion evidence. Reading both together helps counsel see whether an upcoming hearing is still awaiting action or has already produced a dated result.

• Separate planned and occurred dates. A scheduled event is different from one that has taken place.
• Retain evidence references. Filing and document references make entries easier to verify.
• Assign a deadline owner. The person responsible for follow-up stays visible beside the due date.

Agree how coordinators number events, when a new revision is appropriate and what external receipt belongs on a filing event. Decide who checks the daily matter deadline list and who records completion after seeing a court receipt. Prepare a hearing that moves dates and a filing with a corrected reference. Review whether the chronology still makes sense after those changes.

Counsel has a hearing next month and a response due before it. The coordinator enters the hearing as an event with its due date and the response as a matter deadline with an assigned owner. When the response is filed, the team records the completion date and court receipt. A related filing event records when it happened and the external receipt that supports it.

If the hearing date later changes, update its event record while preserving the connection to the same matter. The attorney can then compare the current schedule with the earlier filing evidence and see who owns the response obligation. The case chronology stays tied to the matter number that appears on its documents and court deadlines.

• Due matter events — Events due by today, with type, date and receipt reference.
• Matter milestone calendar — Due obligations and their owners.
• Matters in progress — The active case context for each event.

Follow a filing deadline from preparation to completion review. Review the data model before importing historical activity. Start with a pilot using a matter with a filing receipt.