This article walks through some example workflows for Civil Litigation matters. Since every law firm and jurisdiction may be a little different, we encourage editing this workflow based on own preferences or jurisdictional requirements.
If you are new to Smokeball and Workflows, review Workflows on specifics on how to create a workflow. It is simple to assign tasks to an attorney responsible, person assisting, or specific staff members.
Statute of Limitations Workflow
Discovery Received Workflow
Response to Discovery Served on our Client
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Task Name |
Due Date |
Comments |
|
Discovery Due |
No Due Date |
Can assign this to multiple people within the firm |
|
Send letter to client explaining discovery process |
On the date this workflow is applied to a matter |
|
|
Check in with client on client Discovery process |
2 weeks before Discovery is Due |
|
|
Get Discovery documents from client and draft Responses |
1 week before Discovery is Due |
|
|
Review Discovery |
3 working days before Discovery is Due |
|
Statute of Limitations Workflow
|
Task |
Due When |
|
1. 1 years SOL Reminder |
1 year before Statute of Limitations Date |
|
2. 6 month SOL Reminder |
6 months before Statute of Limitations Date |
|
3. 90 day SOL Reminder |
90 days before Statue of Limitations Date |
|
4. 60 day SOL Reminder |
60 days before Statue of Limitations Date |
|
5. 30 day SOL Reminder |
30 days before Statute of Limitations Date |
|
6. 10 day SOL Reminder |
10 day before Statute of Limitations Date |
|
7. SOL Date Tomorrow! |
1 day before Statute of Limitations Date |
Trial Workflow
| Task | Due When |
| 1. Trial Date | No Due Date |
| 2. Set up depositions with witnesses | 0 days after workflow is applied |
| 3. Draft Interrogatories | 0 days after workflow is applied |
| 4. Review, Finalize, and File Interrogatories | 1 days after Draft Interrogatories |
| 5. Review Responses/Answers to Discovery and Send Discovery to Other side | 7 days after Review, Finalize, and File Interrogatories |
| 6. Prepare exhibits for trial | 1 month before Trial Date |
| 7. Schedule meeting with client for trial prep | 1 week before Trial Date |
| 8. 90 days until trial | 90 days before Trial Date |
| 9. 60 days until trial | 60 days before Trial Date |
| 10. 30 days until trial | 30 days before Trial Date |
| 11. Distribute amount awarded / Issue invoice for firm costs | 5 days after Trial Date |
Note: You can attach your template/documents to Workflows