1. Enter matter facts
Select jurisdiction, matter type, trigger dates, parties and assigned staff.
Formata organizes limitation and deadline workflows, assigned teams and reminders without becoming another full case-document system.
Select jurisdiction, matter type, trigger dates, parties and assigned staff.
Review proposed deadlines, legal sources and warnings before an authorized lawyer approves activation.
Receive the firm's chosen reminders, escalate overdue work and preserve the history.
Manage staff roles, access, firm reminder settings and integrations.
Choose a default jurisdiction, override it by matter, and review and approve proposed calculated deadlines.
Work from the same assigned matters, deadlines and reminders as counsel.