Designed for large and mid-sized law firms with a unique workflow and heavy caseloads. This software is highly customizable and can be tailored to meet your firm's needs.
Quickly and accurately docket and calendar incoming filings and updates
Docketing and Document Reconciliation
Reconciliation is CourtAlert's Patented technology (Patent No US 8,996,590) that automatically captures court notices "bounces" and downloads linked PDFs. These Dockets are put into the "Reconciliation" inbox where the docketing
team reviews them before entering deadlines. It takes only three clicks from receiving an email to saving it in the system and uploading it to iManage® or NetDocuments®. Review the document
then calendar the related deadlines.
Automatically reads ECF Notices for all federal PACER courts (All District, Bankruptcy, Appeals, and specialty courts), state courts including New York, New Jersey and Texas, File&Serve courts, the Patent Trial Appeal
Board (PTAB) and more. The system also pulls in other updates such as CourtAlert Case Monitoring alerts, CourtAlert for PACER and documents uploaded using
the CourtAlert Docketing app or the Attorney Portal. Reconciling upcoming appearances and court calls are available various courts.
Enter dates in three different methods: Enter a date by hand (or use the handy calculator) or calculate dates using Automatic Rules or quickly adjourn existing dates using the Adjournment tool
Calendaring with Rules
Automatic Rules - Integration with CalendarRules® using a real-time API calculation of deadlines using automatic rules. Backed by a support team of attorneys and experts, Calendar Rules offers rule sets in over 1,200 jurisdictions which include Federal Courts, State Courts, Judge's Standing Orders and Agency Rules
Once dates are entered, they are automatically pushed out to the attorney calendar and made available on the Inquiry Module. See below Attorney Notifications for additional options.
The Docketing team is the best equipped to record Case Details that can be very useful for reporting and searching for Knowledge Management. The system is designed to capture case details such as:
Forum, Venue Index and Judges - The case-centric approach allows you to assign the same matter to multiple cases and keep track of MDLs, Appeals, Transfers and Removals
Parties and Representation - record every party's representation. Keep track of Expert Witnesses and former Judges
Teams - Add any number of staff members to the Case! Record their court admission, case appearances and pro-hac appearances. Options to override the attorney's default notification preferences for specific cases
Additional information - "Tag" cases with Classifications and record disposition details used for marketing
Elegant, Accurate and Efficient
The docketing workflow allows for very accurate docketing with several managerial reviews that enables effective communication with the attorneys
Avoid Mistakes - The PDF and Rules Citation are always available with the docket and deadlines: in the inquiry module, automated emails and in the Outlook Appointments
Save Time - Electronically filed cases are docketed in seconds. The system is designed for heavy caseloads in large firms with many practice areas
Save Money - Users firm-wide access the PDF image of document on the firm's server, saving on PACER and File-and-Serve cost
Making sure the team is aware of the deadlines is the primary goal of the system. There are multiple deadline notification alternatives to fit the style of your firm.
Tickler and Firmwide Calendars
Automatic attorney ticklers are sent to every attorney via email with all the deadlines optimized for phone display, and a PDF attachment designed to be printed
Firmwide, Office-wide, or Practice-group wide calendars published to everyone or Managing Partners
Email deadline reminders on a set schedule, for example 1,7 and 14 days before the deadline. Fully customizable format with include links to docket sheet, PDFs and rules applied
Automatic Outlook integration - Includes links to the PDFs, the citation, color categories, and many more optional details that get the attorney what they need to know, when they need to know it
Save and Notify
The Save and Notify email is sent out to the case team or the case manager with the documents and deadlines as soon as they are entered. This is a great way for the attorney to give feedback on the deadline calculations
Not all documents are created equal. Tag documents as good work product, samples and precedent, then use the specially designed tools to browse them.
This is referred to as Knowledge Management ("KM"). It is time we bring KM home, to Docketing. Available in the data is every document that was filed in every case firm-wide. The name of the author is also available for the documents
created by the firm. Our data and system should allow the user to figure out all the information independently.
Here at CourtAlert, our vision is simple. We offer the tools that are necessary to achieve the most efficient and accurate case management. All the available firm information about any given case should be organized and accessible
with the following information available:
1) Case Header
2) Docket Entries:
3) Future Deadlines
4) Underlying PDF files attach to dockets (and attachments of any other format)
Our system has a set of friendly printed and interactive inquiries that the lawyer and the docketing team can operate combining the selection of cases by classification with, for example, a specificed word on any of the cases docket
entry case, or even any text of PDF stored in the case management system. The key is standard classification system. So for example, users can search multiple levels of data, such as Intellectual Property + Motion to Compel Discovery
+ Judge Goodman + Texas.
Integration with any Human Resources system or Active Directory. Keep the staff names, emails and titles up to date to automatically manage staff updates. Staff termination workflow to automatically remove and report on cases without
Exchange and Outlook
Deadlines are automatically pushed into Outlook using EWS
Removes adjourned dates automatically
Supports Office 365, On-prem Exchange 2010+ and mixed environments
Configurable subject, body, location and categories all set through the powerful template engine
Document Management Integration
Integration with iManage and NetDocuments: Document are automatically profiled using our advanced template engine so that every field can be set up with you firm's preferences. Having the documents in the correct matter workspace,
within an "As-Filed" subfolder and named the way you like it will save the firm hundreds of hours of effort that is spent doing it by hand.
Wall Builder - Inclusionary and Exclusionary walls. CourtAlert Case Management has a seamless integration with Intapp Walls so that no one who is not permissioned to see that matter will even know it exists
Some firms also use the information that is in the system for conflict checks. Hired a former law-clerk? Find all the cases the judge is assigned to. Lateral hire? Find all the cases by searching opposing counsel.
Case Intake / Accounting
Integration with any Matter Intake. Automatically create cases for new Litigation matters and report to the docketing team to fill in the rest
Client and Matter Numbers are always updated so the docketing team doesn't need to create them themselves and keep the descriptions up-to-date
CourtAlert's success is predicated on the satisfaction of our customers. We encourage our customers to talk to us about any questions and ideas or to hear our experience with other clients. Our experts are all available by contacting CourtAlert
support by phone or by email.