Goal & what you need
Goal
Reduce missed and miscalculated deadlines by separating source capture, trigger identification, legal calculation, calendar entry, reminders, ownership, independent verification, and later changes.
What you need
- Complete authoritative deadline source or verified event record
- Correct matter, jurisdiction, tribunal, and responsible lawyer
- Authorized calculation or access to the person responsible for approving it
- Approved calendar, docketing, or task system
- Required reminder, second-review, backup, and monitoring process
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
Members can open all 14 steps.
- 1Save or link the complete authoritative order, notice, rule, statute, agreement, filing result, service record, or verified event before relying on a summary
- 2Confirm the client or matter, case number, court or agency, jurisdiction, event type, source date, filing or service method, time zone, and possible trigger event
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (9)
Preview two sources. Members can open the complete source list.