Case-Type Statutory Deadline Bundle Automation
A done-for-you law firm automation built for the Docketing Clerk, connecting Clio, Google Calendar, and Outlook so the work below happens on its own.
What this automation does, step by step
When a new matter is entered as a specific case type, the automation automatically applies a pre-built bundle of the relevant statutory deadlines directly to the case calendar, rather than the docketing clerk manually researching and entering each applicable deadline one at a time for every new matter that comes in.
Every case of a given type starts with the exact same complete, correct set of deadlines already calendared from day one, removing the single most dangerous failure point in litigation practice, a deadline that was simply never entered in the first place.
- Case management software (e.g., Clio or MyCase)
- Zapier or Make.com
- Google Calendar or Outlook Calendar
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on a docketing clerk, who has to juggle phone calls, emails, and spreadsheets just to keep things moving.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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