Deadlines and calendaring
Docketing and the reminder systems that keep deadlines from slipping.
A missed filing date is the mistake that is hardest to explain to a client. Docketing is the habit of recording every deadline once, with reminders ahead of it, in a place the whole firm can see.
The guides here cover court and rule-based deadlines, calendar setup and backup coverage for the days you are out.
Pages that cover this topic
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Walk-through checklist
Client Intake Checklist for a Small Law Firm
From the first call to a signed engagement letter, in the order things go wrong.
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Step-by-step guide
Opening a Small Law Firm: What to Do First
The setup work for a new firm, in the order it is easiest to do.
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Quick-lookup table
Trust Account Basics: A Quick Reference
What goes in trust, what stays out, which records to keep and how to reconcile.
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Try-it tool
Billable Hours Calculator for a Revenue Target
See how many hours a revenue target takes once write-downs and slow payers are counted.