How to calendar court deadlines from served documents automatically
The agent reads served papers and court orders, puts each deadline on the calendar with reminders, and sends it to an attorney or paralegal to approve.
- Reach it by
- Web
- Slack or Teams
- Who can use it
- Attorneys, paralegals and docketing staff
- Works in
- Clio or your case system · Outlook or Google Calendar · Your firm email · Your document storage
The problem
A scheduling order arrives with eleven dates in it. A complaint is served on a Friday. Someone has to read each one, count the days under the right rules and put every date on the right calendars.
It's careful, slow work, and it piles up behind everything else. One missed response date can cost a client the case and the firm a malpractice claim.
What your agent does
- Served papers and orders arrive
- Or a paralegal uploads the PDF
- Your agent reads the documentPulls each date, the triggering event and the rule it counted from
- An attorney or paralegal reviewsSees each deadline next to the line it came from
- Deadlines on the calendar
- Logged on the matter
- Reminders before each dateTo the responsible attorney and their team
What you get
- Every served document is read and its deadlines drafted the day it arrives
- Each date shows where it came from and how it was counted
- Reminders go to the right people at the intervals you set
- A record on the matter of who approved each deadline
Who approves what
Nothing goes on the calendar until the responsible attorney or paralegal approves it. The agent shows its count and the source for every date. Legal judgment about which rule applies or whether a date can move stays with your attorneys.
Common questions
- Can we trust its date math?
- You shouldn't have to. It shows the trigger, the rule and the count for every deadline so the reviewer can check it in seconds. Nothing is calendared without a person's approval.
- What if a document is a bad scan?
- If the agent can't read part of it clearly, it says so and marks the deadline as unconfirmed. It doesn't guess.
More for law firms
Intake to open matter
The agent takes the caller's details, runs the conflict check, books the consult, sends the engagement letter and retainer, and opens the matter once signed.
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