Assignments
Every matter has a responsible attorney and the staff who actually run it. Ownership is visible on the deadline, the task, and the invoice.
You cannot take the next client if you cannot see the ones you have.
Faktum Practice = On top of every case. Ahead of the other side.
A firm that can see every case, without spending the day managing it, has an advantage over overworked opposing counsel — and room for the clients who follow.
- Firm-controlled
- Matter-level access
- Deadline owners
- Audit-friendly history
Firm overview
- 18Active matters
- 2Missed deadlines
- 5Due today
- 7Open tasks
- 3Hearings this week
- 4Intake in progress
Due today
- Serve opposition to summary judgmentDue 5:00 p.m.
Arden Holdings v. Vantage Systems
A. Shaw
- File proof of service — Lot 22-B subpoenaDue today
Harbor Trust discovery
M. Voss
- Conflict check — Chen consultationIntake
Intake · Chen
R. Patel
Hearings and trials
Status conference
Arden Holdings v. Vantage Systems
Wed · 9:30 a.m. · Dept. 12
Motion hearing — compel escrow ledger
Arden Holdings v. Vantage Systems
Fri · 10:00 a.m. · Dept. 12
Trial setting conference
In re Lot 22-B
Next Tue · 1:30 p.m.
Active matters, due-today work, hearings, intake, unbilled totals, and outstanding invoices on one surface.
Illustrative firm overview. This is the surface where the day’s work is waiting — not a screenshot of a live file.
01
The operational problem
A case should not be scattered across six systems.
Litigation practice fragments the moment it leaves the hearing. Deadlines in calendars. Tasks in email. Documents in disconnected folders. Case knowledge in individual attorneys’ heads. Billing recorded after the fact. No unified picture of case posture and responsibility.
- 01
Deadlines live in calendars.
The date that decides a filing is on someone’s calendar, a standing-order PDF, and a yellow pad. None of them agree on who owns it.
- 02
Tasks live in email.
The work that has to happen today is buried in a thread. The person who needs to do it is copied, not assigned.
- 03
The file is not the matter.
Documents sit in disconnected folders. Correspondence is in Outlook. The theory of the case is in one attorney’s head. Billing is reconstructed after the fact.
Faktum™ Practice puts the work back in one workspace.
02
Unified command center
Know what requires attention before the day begins.
Faktum™ Practice opens on the firm’s actual posture: active matters, missed and upcoming deadlines, due-today work, hearings, intake, unbilled time and costs, outstanding invoices, and what the team already did.
- 18Active matters
- 2Missed deadlines
- 5Due today
- 7Open tasks
- 3Hearings this week
- 4Intake in progress
- $18.4kUnbilled time and costs
- 6Outstanding invoices
Due today
- Serve opposition to summary judgmentDue 5:00 p.m.
Arden Holdings v. Vantage Systems
A. Shaw
- File proof of service — Lot 22-B subpoenaDue today
Harbor Trust discovery
M. Voss
- Conflict check — Chen consultationIntake
Intake · Chen
R. Patel
Hearings and trials
Status conference
Arden Holdings v. Vantage Systems
Wed · 9:30 a.m. · Dept. 12
Motion hearing — compel escrow ledger
Arden Holdings v. Vantage Systems
Fri · 10:00 a.m. · Dept. 12
Trial setting conference
In re Lot 22-B
Next Tue · 1:30 p.m.
Team activity
A. Shaw completed internal target on the SJ opposition
12 minutes ago
M. Voss linked three Outlook messages to the Harbor Trust matter
1 hour ago
R. Patel converted Chen from intake to a contact
Yesterday
Active matters, due-today work, hearings, intake, unbilled totals, and outstanding invoices on one surface.
Illustrative firm overview. The dashboard is a working surface — counts, queues, and owners — not a decorative graphic.
03
Matter workspace
One matter. One complete operating record.
The matter is the operating record. Attorneys and staff move from the case summary to the exact work requiring action — deadlines, filings, parties, correspondence, questions, and billing — without searching across applications.
Case summary
Phase · Discovery. Next hearing · status conference Wednesday.
- Breach of contract — four elements citedActive
Claim posture
Record is in the matter; strategy notes live here until the planned Strategy connection.
- Opposition to summary judgmentDue Fri
Work requiring action
Hard date Friday. Internal target was yesterday. Owner A. Shaw.
- Unbilled time this week$4,180
Economics
12.4 hours on drafting and meet-and-confer. Costs for the messenger filing still open.
Move from the case summary to the work that requires action without leaving the matter.
Illustrative matter workspace. Use the tabs to move through Case Overview, Strategy Workspace, Deadlines, Filings, Parties, Emails, Ask CM, and Billing.
04
Deadline control
Deadlines should have owners, sources, and proof.
A hard legal due date is not the same as the internal target that keeps the firm off it. Each deadline carries a source, a triggering event, an attorney and staff owner, a risk classification, and a calendar the rest of the team can see.
| Deadline | Hard date | Internal target | Source | Owner | Risk | Status |
|---|---|---|---|---|---|---|
| Opposition to motion for summary judgment | Fri, May 16 | Wed, May 14 | Mar 28 order · triggering event: service of MSJ | A. Shaw · M. Voss | High | In progress |
| Proof of service — Lot 22-B subpoena | Today | Yesterday | Subpoena issued May 9 | M. Voss | High | Due today |
| Expert disclosure — damages | Jun 6 | May 30 | Scheduling order | M. Voss · J. Okonkwo | Standard | Open |
| Answer — Chen (if engaged) | Not running | — | Intake only · no matter opened | R. Patel | — | Intake |
| Mediation brief — Harbor Trust | Extended to May 22 | May 20 | Stipulation · extension recorded | A. Shaw · M. Voss | Standard | Extended |
- Opposition to motion for summary judgmentIn progress
Hard Fri, May 16 · Internal Wed, May 14 · A. Shaw
Mar 28 order · triggering event: service of MSJ
- Proof of service — Lot 22-B subpoenaDue today
Hard Today · Internal Yesterday · M. Voss
Subpoena issued May 9
- Expert disclosure — damagesOpen
Hard Jun 6 · Internal May 30 · M. Voss
Scheduling order
- Answer — Chen (if engaged)Intake
Hard Not running · Internal — · R. Patel
Intake only · no matter opened
- Mediation brief — Harbor TrustExtended
Hard Extended to May 22 · Internal May 20 · A. Shaw
Stipulation · extension recorded
Supports professional review. Does not replace independent deadline calculation or docket verification.
- Completed — with timestamp and user
- Extended — with the new date and the authority for it
- Waived — with the instrument that waived it
- Missed — remaining on the record, not silently dropped
Faktum™ Practice supports professional review. It does not replace independent deadline calculation or docket verification.
05
Filings, documents, correspondence
The record and the work stay together.
Filings and pleadings carry service dates and the response deadlines they create. Matter folders remain in the SharePoint or Dropbox your firm already uses. Case Inbox and Outlook linking keep correspondence on the matter — then turn a message into a task, a meeting, a filing, or a deadline.
Filings and pleadings
- Motion for summary judgmentResponse due
Defendant · filed Mar 28
Served Mar 28. Response due Friday.
- ComplaintOn file
Plaintiff · filed Jan 12
Service completed Jan 18. Answer on file.
- Notice of deposition — Vantage PMKLinked
Served Apr 2
Linked to the deposition task package.
Matter folders
Matter folder
Firm SharePoint library
The folder belongs to the firm. Practice links it to this matter.
Dropbox matter folder
Where the firm keeps it
Alternate provider. Practice does not host the files.
Uploaded correspondence
March 12 letter · preview
Stored with the matter and cited from deadlines and strategy notes.
Case Inbox
- Meet-and-confer on the escrow ledgerEmail → task
Outlook · linked yesterday
Converted to a task owned by A. Shaw.
- Status conference confirmationEmail → meeting
Outlook · linked Monday
Converted to the Wednesday hearing.
- Service of MSJ papersEmail → filing
Case Inbox · Mar 28
Converted to the filing and the Friday deadline.
SharePoint, Dropbox, and Outlook remain the firm’s own services. Practice links them to the matter; it does not replace or rebrand them.
06
Workflows and accountability
Everyone knows what happens next— and who owns it.
Attorney and paralegal assignments, reusable task packages, meetings and calls, daily work queues, the activity Stream, matter phases, and a closing workflow so a matter does not fade out of the docket unsigned.
01 02 Tasks and packages
Reusable task packages for openings, oppositions, discovery sets, and closings — assigned once, tracked until done.
03 Meetings and calls
Consults, meet-and-confers, and hearings sit on the matter, not only on a personal calendar.
04 Daily work queues
Due-today and my-work lists so a paralegal or docketing clerk starts from what requires action, not from a search.
05 Activities and Stream
A running record of who did what: a filing uploaded, a deadline completed, an email linked, an invoice shared.
06 Phases and closing
Intake, open, discovery, motion practice, trial, closing. Closing is a workflow with owners, not a status someone forgets to set.
07
Intake through engagement
Move from first contact to an opened matter without re-entering the case.
Prospective-client intake, conflict-check status, consultation, practice area, fee arrangement, and scope of representation — then conversion into a Contact and a Matter, retainer-agreement generation, and signature status. Opening an intake does not establish an attorney-client relationship.
01 Prospective client
Name, contact, referring source, and the short statement of the problem.
02 Conflict-check status
Recorded on the intake — pending, clear, or held — before anyone treats the matter as opened.
03 Consultation
Scheduled against the practice area and the attorney who will take the meeting.
04 Practice area and fee
Civil litigation, immigration, family, bankruptcy, real estate disputes — with the fee arrangement and the proposed scope.
05 Conversion
On engagement, the intake becomes a Contact and a Matter. The facts already entered travel with it.
06 Retainer and signature
Retainer-agreement generation and signature status, tracked on the same record.
- Chen — employment consultProspect
Conflict check pending
Consultation Thursday. No matter opened.
- Rivera — family lawEngagement
Conflict clear · fee discussed
Scope of representation drafted. Signature outstanding.
- Okada — civil litigationOpened
Converted May 2
Contact and Matter opened. Retainer signed.
Opening an intake does not establish an attorney-client relationship.
Illustrative intake board. A prospect is not a client. Conversion is a deliberate step after conflict check, consultation, and engagement.
08
Costs, invoices, retainers
The work and the economics of the matter stay connected.
Billable task time and matter costs accumulate as the work is done. Consultation, retainer, and flat-fee invoices go to the client billing contact after PDF review. Sharing and payment status live on the invoice — as a record of the matter, not as a stand-in for the firm’s accountant.
- Unbilled time — firm$18,420
Across open matters
Task time captured as the work is done, not reconstructed from memory.
- Unbilled costs$1,160
Filings, messengers, transcripts
Recorded against the matter that incurred them.
- Consultation invoice — ChenDraft
Draft
PDF ready for review. Not yet shared. No matter opened.
- Retainer invoice — Arden HoldingsOutstanding
Shared with billing contact
Outstanding. Payment status recorded on the invoice.
- Flat-fee invoice — Harbor Trust (phase 1)Recorded
Shared
Recorded as paid. The phase remains open.
Invoice PDFs are reviewed before sharing. Payment status is a record on the invoice, not a payment processor.
Illustrative billing view. Faktum™ Practice does not claim to replace trust-account, tax, or payment- processing systems.
09Faktum products
Strategy thinks through the case. Practice runs it.
Two products, one firm. The operational record is built to feed the strategic picture. The strategic picture is built to drive the next operational move.
Faktum Practice
Runs the matter.
- Intake
- Deadlines
- Filings
- Documents
- Correspondence
- Assignments
- Billing
Faktum Strategy
Thinks through the case.
- Facts and law
- Claims and defenses
- Discovery
- Depositions
- Opponent analysis
- Motion strategy
- Trial preparation
Sister products. No live integration is claimed on this page.
10Security and control
Built for work that cannot be casual about access.
Faktum™ Practice is organized around the firm, the role, and the matter. What follows is the architecture of the workspace — not a catalog of certifications.
Separate firm environments
Each firm works in its own environment. Another firm’s matters are not on the same working surface.
Role-based access
Attorneys, paralegals, docketing, and administration see the work their role is permitted to see.
Matter-level organization
Deadlines, filings, correspondence, and invoices belong to a matter — not a shared pile.
Controlled client visibility
What a client can see is a deliberate share, not an open file. Intake is not a client portal.
Provider-aware document storage
Matter folders remain in the SharePoint or Dropbox the firm already uses. Practice links them; it does not pretend to be those products.
Audit-friendly record history
Completions, extensions, waivers, shares, and assignments leave a history of who did what.
Private case workspaces
The matter is the workspace. Work on one case does not require opening another.
11
Who it is for
Built for the people who run the docket.
Litigation firms, solo practitioners, attorneys, paralegals, docketing staff, and firm administrators — anyone who needs the matter, the deadline, and the invoice in the same place.
Litigation firms
A shared picture of what is due, who owns it, and what remains unbilled.
Solo practitioners
The calendar, the file, and the invoice in one place, without a department behind you.
Attorneys
From the case summary to the work that requires a decision, without hunting across applications.
Paralegals
A queue of owned work: filings to serve, documents to file, tasks that actually close.
Docketing staff
Hard dates, sources, and an audit trail — built for review, not for guessing.
Firm administrators
Intake, engagement, retainers, and outstanding invoices without a second set of books.
Relevant for matter-driven practices, including
- Civil litigation
- Immigration
- Family law
- Bankruptcy
- Real estate disputes
- Other matter-driven practices
Practice areas listed here are matter-driven legal work the workspace is designed to hold. Support for a given docket depends on how the firm configures the matter — not a claim that every specialty is fully modeled.
12
Request access
Run the practice with the same discipline you bring to the case.
Bring matters, deadlines, documents, communication, and billing into one controlled legal workspace. We will walk your team through the operating record on work of your choosing.
- A working session on your operational workflow, under NDA
- Matters, deadlines, filings, documents, and billing — in the workspace
- A confidential briefing, not a pitch deck