What's Included
Track court filing deadlines with milestone cards — zero missed dates
See document review progress across all active matters at a glance
Identify paralegal workload imbalances before they cause burnout
Generate weekly client status updates with one click using AI Snapshot
AI-Powered Features
AI Copilot generates matter intake cards from engagement letters
Risk Analysis flags matters with deadlines in the next 14 days and no assigned attorney
Dependency Detection identifies filing sequences automatically
Template Zones
1
Intake & Conflicts
2
Active Discovery
3
Motions & Filings
4
Settlement / Trial Prep
5
Closed Matters
Best For
Litigation matter tracking across 10–50 active casesRegulatory investigation document managementCorporate transaction due diligence coordination
Frequently Asked Questions
Can I customize the zones for different practice areas?
Yes. Duplicate the template and rename zones — IP litigation firms often add a "Patent Review" zone; corporate firms add "Closing Conditions."
How does the template handle court deadlines?
Milestone cards with hard dates. Connect filing cards to the milestone with depends-on connectors. The AI flags anything at risk of missing the deadline.
Can paralegals and attorneys see different views?
All users see the same canvas but can filter by assignee to focus on their own matters. Partners can view the full board for oversight.
Does it integrate with document management systems?
Link cards to documents in any DMS via URL fields. The card becomes a quick-access point to the relevant filing or brief.
How many matters can one canvas handle?
Up to 200 cards per canvas. Most firms use one canvas per practice group (e.g., all commercial litigation matters) with 15–40 active matters.
Related Templates
Corporate Transaction TrackerRegulatory Compliance BoardClient Onboarding Workflow