A sample board for law firms.
4 drafts to review
The draft asks
Can you confirm whether you have any new papers for the file?
SourceMatter system. Refreshed 5 minutes ago.
The ruleThe matter lawyer updates the client by the date listed on the matter.
ResponsibleA. Serrano
Rosa. Your matter update was due yesterday and the file review is still open.
Can you confirm whether you have any new papers for the file?
Sample data. A person reads each draft and decides what to do.
This week
Sample data · last 7 daysFlagged by the board · cleared by a person
- Wed4 flagged3 cleared
- Thu5 flagged4 cleared
- Fri6 flagged3 cleared
- Sat1 flagged0 cleared
- Sun0 flagged0 cleared
- Mon7 flagged5 cleared
- Tue8 flagged3 cleared
The repeat problem
Two matters wait on a client signature. The board names the form and the lawyer who owns the date.
What it would have caught
A fictional example. Nothing here sends.
Day 1The flag
The board would flag the unsigned Varela statement.
Day 2The follow up
The lawyer would read the draft then send Rosa the page request.
Day 4What happens next
Rosa would sign. The lawyer would check the matter file.
Questions it answers
- Which matters need a client signature?
- Varela’s statement and Talven’s consent form.
- Which filing steps have slipped?
- The Brenner exhibit check and the Orlen filing copy.
- Which clients need an update?
- Varela and Merrow. Both matter updates are overdue.
What it reads
- Matter system
- Document store
- Billing
- Court calendar
One screen
The board checks the tools you already use and drafts each follow-up for a person to review.
You can keep your project tool, CRM or spreadsheet.
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