Legal Files

Centralize all contracts into the 'Contract' matter type

Set automated alerts for 60 days prior to expiration

Use Document Assembly to generate renewal notices

Track all redlines via version control

Input request as a new matter

Apply FOIA workflow template

Track internal document gathering via tasks

Export compiled response files for disclosure

Link claims data to the litigation matter

Sync external counsel emails via the Outlook plugin

Monitor litigation expenses against budget

Generate quarterly status reports for stakeholders

Utilize the Custom Screen Designer for unique data fields

Restrict access based on department (e.g., HR vs. IP)

Manage intellectual property filings and renewal dates

Audit access for FERPA compliance

Standardize intake forms through the web interface

Automate common legal document generation

Track volunteer attorney hours via the timekeeping module

Report on case outcomes for grant funding requirements

Create a central litigation matter

Upload discovery documents with full-text indexing

Schedule court dates in the integrated calendar

Link all related contacts (witnesses, opposing counsel) to the matter

Set up matter per property transaction

Use workflow to track appraisal and inspection status

Generate closing packets via document assembly

Archive finalized deeds and titles