Civil Litigation Workflows

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.

Discovery Received Workflow

Statute of Limitations Workflow

Trial Workflow


Discovery Received Workflow

Response to Discovery Served on our Client

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

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