Law Office of Austin R. Franco PLLCCASE MANAGEMENT
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The document and every placed field will be saved for reuse.
Built from the firm's engagement agreement form — your inputs are merged into the form's own language. No AI drafting. Review the finished letter before it goes anywhere.
Sent automatically when a client signs an engagement letter that has a retainer amount. Merge tags: {{signer}} {{client_name}} {{retainer_amount}} {{payment_link}} {{title}} {{matter}}
Admin sees everything and manages users. Ops sees everything. Attorney sees only tasks assigned to them.
"Yes" checks the box on the case docket sheet and auto-calendars the downstream deadlines.
Confirming completes the assignment (no further approval needed), stamps a case note, checks the docket sheet, marks any matching calendar deadline done, and calendars the downstream response deadlines.
Not a service or filing on the other side (e.g., you sent it to the client to review)? Use Complete only — nothing on the docket sheet or calendar changes.
One entry per case per day. Add this work to your existing entry — the hours are added together and your new narrative is placed after the existing one so you can tidy it up before saving.