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Court Calendaring & Managing Deadlines Court Calendaring & Managing Deadlines

Court Calendaring & Managing Deadlines - PowerPoint Presentation

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Uploaded On 2018-09-18

Court Calendaring & Managing Deadlines - PPT Presentation

Missed deadlines are the number ONE cause of malpractice claims against attorneys Most law firms manually calculate deadlines and add to calendars onatatime Malpractice Stats Basis of Malpractice Allegations ABA Survey Results ID: 669664

failure deadlines matter deadline deadlines failure deadline matter error malpractice calendars calendar managing document properly law upcoming email file

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Presentation Transcript

Slide1

Court Calendaring&Managing DeadlinesSlide2

Missed deadlines are the number ONE cause of malpractice claims against attorneys

Most law firms manually calculate deadlines and add to calendars on-at-a-timeSlide3

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 relatedSlide4

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 Slide5

Upcoming deadlines on matter home pageSlide6

Deadlines on user calendarsSlide7

Sync to Gmail or OutlookSlide8

Deadline reportingSlide9

Sort, Filter, Download, EmailSlide10

Integration (optional)

Automatic Deadline ManagementSlide11
Slide12

Rule ChangesSlide13

Accessing LawToolBox from within a MatterSlide14

Matter Settings and CalendarsSlide15

Select a TriggerSlide16

Choose the deadlines you wish to trackSlide17

Deadlines saved to the matter