OAKMONTDevelopment bench

Case intake and every deadline watched for a law firm

New matters intaken, standard pleadings drafted from your templates, and every procedural deadline watched with alerts.

For law firms and in-house legal teams

From $1,190 per project

Typical timelineSet in the fixed quote, before you accept

Start a sheet from itThe part this sheet is for: Case intake and deadlines for law firms

What this template does

A missed deadline costs more than any software. New matters are taken in with their parties and documents, standard pleadings are drafted from your own templates for a lawyer to finish, and each procedural deadline is tracked with alerts to the person responsible.

Prefilled for you

The brief it fills in

Take in new matters with their parties and documents, draft standard pleadings from our templates for a lawyer to finish, and track every procedural deadline with alerts to the responsible person.

Systems it connects
  • Email
  • Google Calendar or Outlook
  • Word templates
Kind of job
Automations - Accounting and law

What you get

  1. Matters intaken with parties and documents
  2. Standard pleadings drafted from your templates
  3. Procedural deadlines watched with alerts
  4. Checked by a person before it is handed over

What you provide

  • Your intake form or checklist
  • Your standard pleading templates
  • Who is responsible for which deadlines

Questions about this template

  1. What does it cost?This template starts a sheet for Case intake and deadlines for law firms, at $1,190, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
  2. How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
  3. My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

Ready to run this recipe?

The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.