Court Calendaring Managing Deadlines Missed deadlines are the

Court Calendaring & Managing Deadlines

Missed deadlines are the number ONE cause of malpractice claims against attorneys Most law firms manually calculate deadlines and add to calendars on-ata-time

Malpractice Stats Basis of Malpractice Allegations ABA Survey Results: ❖ ❖ ❖ ❖ Failure to know, properly apply law (10. 98%) Inadequate discovery / investigation (10. 37%) Procrastination in performance/follow-up (9. 43%) Planning error - procedure choice (7. 72%) Failure to know / ascertain deadline (7. 09%) Conflict of interest (6. 28%) Failure to calendar properly (5. 19%) Clerical error (4. 74%) Failure to react to calendar (4. 35%) Failure to file document - no deadline (4. 28%) Error in public record search (2. 54%) Failure to understand / anticipate tax (1. 26%) Error in mathematical calculation (1. 04%) Lost file, document evidence (0. 37%) Over 25% are deadline/calendar related

Managing Deadlines in Actionstep ❖ Workflow ensures that deadlines are entered at the appropriate steps ❖ Task due dates can be set relative to “key dates” ❖ Custom list views allow you to see all upcoming deadlines ❖ You can optionally receive deadlines via email

Upcoming deadlines on matter home page

Deadlines on user calendars

Sync to Gmail or Outlook

Deadline reporting

Sort, Filter, Download, Email

Integration (optional) Automatic Deadline Management

Rule Changes

Accessing Law. Tool. Box from within a Matter

Matter Settings and Calendars

Select a Trigger

Choose the deadlines you wish to track

Deadlines saved to the matter