Learn everyday law-firm tasks with plain-English SOPs, checklists, videos, podcasts, infographics, quizzes, and direct links to the original sources.
What every task includes
Open every verified court, government, and vendor source.
One clear path from start to finish.
Use it while completing the task.
See where software and workplace procedures can differ.
Course library
Search the full library or narrow it by practice area, task type, jurisdiction, difficulty, and time. Courses stand on their own, so there is no required order.
62 courses found
1 course
1 course
11 courses
Document Comparison
Use the COMPARE workflow to identify the exact Original and Revised files, preserve both sources, configure the right comparison, inspect every difference, obtain authorized decisions, and produce traceable redline and clean outputs.
PDF Basics
Convert source files, assemble a complete PDF packet, extract selected pages, or divide a large PDF while preserving the source and verifying the saved result.
Error Correction
Stop further exposure, preserve an audit trail, place the document in the correct matter, and report the mistake through the appropriate channel.
Document Status
Recognize a document's actual status and label or store it without overstating what happened.
Version Control
Keep one authoritative working document with a clear name, recoverable history, controlled review copies, and protected record milestones.
Matter Organization
Organize a client matter in a consistent, clearly labeled folder structure without treating one firm's template as universal.
PDF Safety
Permanently remove authorized content, sanitize hidden information, and test the saved release copy for recovery.
Document Naming
Open, verify, rename, and move a downloaded document into the correct matter folder without leaving duplicates.
Email & Files
Verify an email attachment, rename it, save it in the right matter folder, and remove unnecessary duplicates.
Email & Files
Decide when a matter-related email belongs in the record and save it with useful context and attachments.
Document Collaboration
Use the CONTROL workflow to preserve one authoritative Word draft, make edits and questions reviewable, reconcile branches, and produce separately labeled redline and clean copies after markup and metadata checks.
8 courses
Florida E-Filing
Initiate a new Florida trial-court case through the E-Filing Portal, verify the case information, parties, documents, confidentiality selection, service, fees, and final filing status.
Florida E-Filing
Submit a pleading in an existing Florida state-court case, verify service, and preserve the filing record.
Judge and Division Procedures
Use the VERIFY workflow to confirm the current judicial assignment, locate the exact official judge or division procedures, reconcile task-specific instructions, and create a dated verification note before acting.
E-Filing Preparation
Build and quality-check a complete, searchable, accessible Florida court filing package before entering the E-Filing Portal.
Broward Hearing Scheduling
Use SET READY to select the division-authorized Broward special-set path, schedule through CMS when permitted, verify service and materials, and preserve the complete record.
Broward Hearings
Check the assigned judge’s current procedures, reserve a UMC time, and complete filing and calendaring follow-up.
Palm Beach Hearing Scheduling
Use OLS READY to select the authorized Palm Beach hearing path, schedule through Online Services when permitted, complete the correct notice or order branch, and verify the event.
Miami-Dade Hearing Scheduling
Use MAP READY to select the correct courtMAP event, distinguish motion-calendar and special-set notice workflows, preserve approval evidence, and confirm the hearing on the clerk docket.
15 courses
Florida Family Law Operations
Build, secure, reconcile, serve, and document a lawyer-approved Florida family-law mandatory-disclosure package while filing only authorized documents and preserving the client's sworn-certification boundary.
Florida Family Law Operations
Turn the verified trial-setting order and current assigned-officer instructions into a lawyer-approved final-hearing control record with complete pretrial, delivery, attendance, and outcome proof.
Florida Family Law Operations
Build a neutral, source-linked enforcement record and execute only the filing, service, hearing, and outcome work approved by the lawyer.
Florida Family Law Operations
Turn the filed motion and current hearing instructions into a lawyer-approved, source-controlled temporary-relief hearing package with proven notice, delivery, logistics, and neutral aftercare.
Florida Family Law Operations
Turn an exact Florida family-law deposition notice into confirmed logistics, source-controlled preparation, lawyer-selected exhibits, attendance proof, and transcript aftercare.
Florida Family Law Operations
Control Florida family-law expert disclosures, reports, materials, fees, depositions, transcripts, and supplementation while preserving every lawyer-only decision.
Florida Family Law Operations
Build a lawyer-approved mediation package, confirm participants and logistics, deliver materials securely, and complete confidential aftercare without negotiating or giving legal advice.
Florida Family Law Operations
Turn exact Florida family-law requests for admission into source-mapped, lawyer-approved responses with documented inquiry, exact transmission proof, and amendment control.
Florida Family Law Operations
Turn an exact Florida family-law request for production into a preserved, request-mapped, lawyer-approved production with a specific notice, secure delivery proof, and supplementation control.
Florida Family Law Operations
Turn the exact served Florida family-law standard interrogatories into source-mapped, lawyer-approved, party-verified responses with correct service, notice filing, proof, and supplementation.
Florida Family Law Operations
Build exact lawyer-approved trial witness and exhibit lists, matching sets, delivery proof, logistics, and a live status record without making evidentiary decisions.
Florida Family Law Operations
Build a current, source-linked, independently checked Florida child-support worksheet package while keeping every legal input and position under lawyer control.
Florida Family Law Operations
Build a current, source-linked, mathematically verified Florida family-law financial affidavit under lawyer supervision while preserving the client's sworn-fact responsibility.
Florida Family Law Operations
Turn the actual signed and entered final judgment into a lawyer-approved implementation ledger with exact-source, service, action, and closure proof.
Florida Family Law Operations
Turn claimed or discovered Florida family-law financial-disclosure gaps into an evidence-linked, lawyer-approved cure and exact proof trail without making legal conclusions.
1 course
15 courses
Matter Closing
Prepare a matter for controlled closing and archive without inventing a retention or destruction policy.
Florida Civil Litigation Operations
Control a lawyer-selected Florida civil deposition from exact notice and participant confirmations through exhibits, event support, transcript review, and closure.
Florida Civil Litigation Operations
Control an ordinary Florida civil motion from current authority and lawyer decisions through conferral, exact sets, filing, hearing logistics, and the signed outcome.
Florida Civil Litigation Operations
Control a lawyer-selected Florida civil summary-judgment motion or response through exact record citations, frozen sets, hearing logistics, and the signed outcome.
Case Identification
Use the CASE ID workflow to read a Florida caption, preserve the complete case number, separate case type from local assignment, and verify the current parties, judge, and division in the official docket before acting.
Final Quality Control
Use the FINAL CHECK workflow to review the exact outgoing copy, verify approval and completeness, remove unintended confidential or hidden content, confirm the destination, and preserve proof.
Matter Handoff
Use the TRANSFER workflow to hand off an active matter with verified deadlines, one authoritative record, material context, working access, explicit acceptance, and clear ownership.
AI-Assisted Law-Firm Workflows
Use approved AI to propose a source-linked matter chronology while humans verify every event and lawyers control legal significance, deadlines, and strategy.
AI-Assisted Law-Firm Workflows
Use approved AI to organize medical records into a source-linked chronology and treatment index while humans verify every citation and lawyers control medical and legal conclusions.
AI-Assisted Law-Firm Workflows
Use approved AI to align discovery requests with exact responses, objections, verifications, productions, and amendments while humans verify every source and lawyers control legal conclusions.
AI-Assisted Law-Firm Workflows
Use approved AI to create a source-linked deposition summary and testimony index while humans verify every page-line citation and lawyers control legal use.
AI-Assisted Law-Firm Workflows
Turn an approved intake submission into a source-linked summary and candidate conflict-search input set while qualified humans control every legal and representation decision.
AI-Assisted Law-Firm Workflows
Use approved AI to summarize email and propose matter matches, action items, dates, priorities, and drafts while humans control every consequential action.
AI-Assisted Law-Firm Workflows
Preserve court-filing email and attachments, use approved AI to propose exact matter and document matches, and file only after qualified human review.
Responsible AI Operations
Use an approved generative-AI tool through controlled inputs, exact source verification, human review, lawyer approval, and documented release.
4 courses
Florida Business Records and Filings
Use REPORT to file the correct Florida annual report, update only authorized public information, verify the posted image, and control the May 1 and September consequences.
Florida Business Records and Filings
Use DBA READY to register or renew a Florida fictitious name, verify every owner, preserve the posted record, and control the five-year expiration without confusing a DBA with a legal entity or trademark right.
Florida Public Records
Search Florida judgment-lien records and the Florida Secured Transaction Registry, review debtor-name results and filing histories, and preserve a reproducible report without turning public notices into unsupported legal conclusions.
Florida Public Records
Search Florida's official Sunbiz records, distinguish similar entities, review status and registered-agent details, trace filing history and fictitious names, and preserve a reproducible research record.
6 courses
Medical Records Retrieval
Preserve a medical-record delivery, inventory and organize every component, reconcile it to the approved request, and track objective deficiencies without changing source records or making medical or legal conclusions.
Medical Records Retrieval
Plan a Florida medical-record request by identifying every records holder, choosing the correct requester pathway, defining the requested scope, and escalating sensitive-record issues before submission.
Medical Records Retrieval
Prepare and administer a lawyer-approved records-only subpoena for a nonparty medical-record holder in a pending Florida civil case while preserving notice, objection, HIPAA, protected-record, service, and production controls.
Medical Records Retrieval
Request and verify both the written imaging report and the actual diagnostic image files without mistaking a portal report, thumbnail, screenshot, or single exported picture for a complete imaging production.
Medical Records Retrieval
Request and reconcile each medical biller's itemized bill and complete account activity without mistaking a chart, statement, portal balance, or insurer record for the full financial record.
Medical Records Retrieval
Send an approved client-authorized medical-record request through the provider's current official route, preserve proof, manage fees and rejections, verify the production, and close the tracker accurately.
Help set the production order
We are building the library in focused batches. Request the lessons you need, and the most-requested courses move up the production queue.
Security, Privacy, and Responsible AI
Create and verify a clean release copy without destroying the authoritative original or unintentionally exposing comments, revisions, hidden text, personal information, or other metadata.
Individual memberships
Give your team one organized place for the tasks they repeat every day—then help choose what we build next.
$20 monthly · $179 annually
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