Turning a docket entry into a calendar
A notice of electronic filing arrives, and the deadlines that follow are a rules-based chain specific to the jurisdiction, including court holidays and weekend rollovers, plus the service-method extensions. Automation here is only correct for the jurisdictions it has been built and tested against, and it should say which.
The same client name is typed into the conflicts database, the practice management system, the document management system and the ledger, and a conflict is only found later if two people spelled it the same way.
A firm organises everything by matter, and the matter record is created by hand from an intake form. That single re-keying step seeds four systems, and because there is no shared identifier between them, every later reconciliation is a name match against human typing.
- PACER and CM/ECF
- Tyler Odyssey File and Serve
- Clio
When this is the wrong thing to build
Pick something else if you practise across many jurisdictions and want coverage everywhere on day one. Take the two courts you file in most and prove the chains against closed matters first.
The constraint that shapes it
The conduct rules decide what may be automated here, and they are adopted state by state rather than nationally, so specifics have to be checked against your own jurisdiction. More on how this sector works.
A file arrives. The fields come back typed and checkable. Read what this shape is, or start from one of these.
- Reading dates out of a ratified contract
- Abstracting a commercial lease into dated fields
- Filling an MLS input sheet from the listing agreement
- Reading a nameplate so nobody retypes it
- Reading a year of utility bills into a load calculation
- Getting statements and receipts into one shape
- How do I turn a notice of electronic filing into calendar dates?
- Does rules based calendaring handle court holidays and weekend rollovers?
- Which jurisdictions does a docketing rules set actually cover?
- Can PACER alerts feed a calendar for a case we monitor?
Back to law firms, or see how this is priced and scoped.