Matter intake checklist
Confirm jurisdiction, trigger date, claimant status, assigned lawyer and source documents before activating a deadline.
Resource centre
Practical guidance for stronger deadline controls.
This resource centre will grow with carefully sourced workflow guidance, product documentation and jurisdiction updates.
Start with the controls around the calculation.
Deadline review checklist
Verify the governing source, calculation inputs, exceptions, service rules, holidays and required professional review.
Pilot launch checklist
Test MFA, permissions, email delivery, backups, audit history and integration field mappings before confidential use.
Compliance readiness
Maintain evidence for access reviews, incident response, vendor management, backups, change control and independent security assessment.
Jurisdiction content is being built carefully.
Formata will publish sourced explanations as rules are researched and legally reviewed. Resource content is general information, not legal advice, and must never be treated as a substitute for the current official source.
Review security controls