Goal & what you need
Goal
Identify Draft, Signed, Filed, Entered, and Served status from authoritative evidence rather than filenames.
What you need
- Access to the approved matter repository.
- Access to the document and related signature, filing, or docket evidence.
- For court filings, access to the Florida Courts E-Filing Portal or applicable clerk docket.
- A designated supervisor or responsible lawyer for conflicts and deadline questions.
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Founding members can open all 15 steps.
- 1State the exact status question: Draft, Signed, Filed, Entered, or Served.
- 2Confirm the matter and document by matching title, parties, date, and version.
Continue the full course
Open the complete SOP and every learning asset
Founding access includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list. It is free during beta—no card required.
Sources & references (8)
Preview two sources. Members can open the complete source list.