Build your legal matter deadline checklist.

How to build your legal matter deadline checklist

1. 1

   Describe the job

   Keep matter deadlines connected to their source and responsible reviewer.

2. 2

   Review the first version

   Choose how the legal operations coordinator records the matter reference and how the qualified matter reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your legal matter deadline checklist

• Keep the matter reference in context

  Keep matter reference, deadline source, date, review owner, reminder status and completion together so the next person can understand the request or record.

• When the next step needs a decision

  A deadline is copied from an unverified message. Mark it unconfirmed and request source review before treating the reminder schedule as authoritative.

• Keep completion visible

  Keep the reminder date unconfirmed until its authoritative source is checked.

• Choose what each person needs

  Give the legal operations coordinator a working view and the qualified matter reviewer a review view. Keep matter reference and deadline source attached to the decision as the work moves between them.