Civil Litigation Workflows in LiraDocs
Below are examples of workflows for civil litigation matters in LiraDocs, designed to track critical tasks and deadlines. Since every firm and jurisdiction may vary, you can easily edit these sample workflows to meet your specific needs and requirements.
Discovery Received Workflow
This workflow is applied after receiving discovery and helps ensure all tasks are completed on time.
| Task Name | Due Date | Comments |
|---|---|---|
| Our response to discovery due | No Due Date | Duplicate this task if needed for multiple people within the firm. |
| Send discovery to client | On the date this workflow is applied to a matter | Link a template for the letter explaining discovery to the client. |
| Check in with client re discovery | 2 weeks before “Our response to discovery due” | |
| Get all discovery and draft responses | 1 week before “Our response to discovery due” | |
| Finalize responses and get client signatures | 3 working days before “Our response to discovery due” | |
| Send discovery to opposing counsel | After “Finalize responses and get client signatures” is completed |
Statute of Limitations Workflow
This workflow is designed as a reminder system for statute of limitations. LiraDocs has reporting tools and widgets to track statute dates, but this workflow can serve as an additional reminder.
| Task | Due When | Category | Assignee |
|---|---|---|---|
| 1 year until Statute runs out | 1 year before Statute of Limitations Date | Statute of Limitations | Attorney Responsible |
| 1 year until Statute runs out (copy) | 1 year before Statute of Limitations Date | Statute of Limitations | Person Assisting |
| 6 months until Statute runs out | 6 months before Statute of Limitations Date | Statute of Limitations | Attorney Responsible |
| 6 months until Statute runs out (copy) | 6 months before Statute of Limitations Date | Statute of Limitations | Person Assisting |
| 2 months until Statute runs out | 2 months before Statute of Limitations Date | Statute of Limitations | Attorney Responsible |
| 2 months until Statute runs out (copy) | 2 months before Statute of Limitations Date | Statute of Limitations | Person Assisting |
| 3 weeks until Statute runs out | 3 weeks before Statute of Limitations Date | Statute of Limitations | Attorney Responsible |
| 3 weeks until Statute runs out (copy) | 3 weeks before Statute of Limitations Date | Statute of Limitations | Person Assisting |
Scheduling Order/Trial Order Workflow
This workflow helps track key deadlines related to trial dates, whether they are listed explicitly or based on the trial date itself. Make sure each task is assigned to a category (e.g., Deadline) for better filtering using Custom Task View.
| Task | Due When | Category | Assignee |
|---|---|---|---|
| Deadline for joinder of additional parties or amendments to pleadings | No Due Date | Deadline | Attorney Responsible |
| Deadline for joinder of additional parties or amendments to pleadings (copy) | On “Deadline for joinder of additional parties or amendments to pleadings” is due | Deadline | Person Assisting |
| Deadline for Witness and Expert Lists | No Due Date | Deadline | Attorney Responsible |
| Deadline for Witness and Expert Lists (copy) | On “Deadline for Witness and Expert Lists” is due | Deadline | Person Assisting |
| Deadline for Discovery to be completed | No Due Date | Deadline | Attorney Responsible |
| Deadline for Discovery to be completed (copy) | On “Deadline for Discovery to be completed” is due | Deadline | Person Assisting |
| Deadline for Motions to be filed | No Due Date | Deadline | Attorney Responsible |
| Deadline for Motions to be filed (copy) | On “Deadline for Motions to be filed” is due | Deadline | Person Assisting |
| Deadline for Trial Brief | No Due Date | Deadline | Attorney Responsible |
| Deadline for Trial Brief (copy) | On “Deadline for Trial Brief” is due | Deadline | Person Assisting |
Next Steps
- To customize these workflows for your firm, you can import them into LiraDocs using the provided .zip file containing .txt files.
- If you need assistance with editing or importing these workflows, let me know, and I can guide you through the process.