CourtAlert
Case Management

Designed for large and mid-sized law firms handling unique workflows and heavy caseloads. This nationwide software is highly configurable and can be tailored to meet your firm's needs.

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Docketing

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. 

ECF Workflow

Reconciliation supports many courts. To access the full list of courts please log in.

This system includes the functionality to automatically read ECF emails as soon as they are sent to any attorney within the firm. The reconciliation module will automatically download the PDFs and upload it to your document management system, iManage or net documents with a full profile and Sub-folder you specify.


Calendaring

Enter dates through four 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. Additionally, through AI tools, calendar a suggested date and summarize texts and add an extra layer of review to your calendaring and docketing!


Calendaring with Rules

Automatic Rules - Integration with CalendarRules® using a real-time API calculation of deadlines using automatic rules. Rules are kept up to date automatically.

Backed by a support team of attorneys and experts, Calendar Rules offers rule sets in over 2,000 jurisdictions  which include Federal Courts, State Courts, Judge's Standing Orders and Agency Rules

Introducing AI Features & Tools


AI will assist in  highlighting a date and description and clicking on 'add diaries' the system will add a deadline, which can be edited. 

For example, in a Scheduling Order, the user can highlight and add many deadlines quickly. Also, highlighting a name and clicking 'Set judge' from highlighted text.

Case Details & Knowledge Management

The docketing system 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 Classifications or "Tags" and the ability to locate 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

    Docketing Tools 

    Attorney Inquiry & Notifications

    The CourtAlert Case Management System features many mobile tools to notify the attorney and case teams on deadlines and case information

    Web-Based Inquiry

    Access all your cases, document and calendars from the easy to use, read-only, web view

    Access case snapshots - view case documents, calendars and PDFs

    Search for cases using "Advanced Case" and full-text PDF search

    View Case Calendars, Staff Calendars, Firmwide Calendar and Practice Group Calendar and automate delivery

    Produce Firm Intelligence with relevant statistics and firm data

    Case and Attorney Analytics using built in reporting tools and dashboards

    Tracks attorneys’ admission in States, Courts and professional organizations

    Risk Management

    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

    Reminders

    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

    Outlook

    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

    Knowledge Management

    The Docketing team enters a treasure trove of information that can be easily accessed for Knowledge Management and Marketing purposes. The interactive inquiry module allows attorneys and knowledge management teams to access all this information with easy-to-use tools. A user can search with many parameters including the combination of case classifications with specific words in the docket entry or the PDF text. For example, search for Motion, Compel, Discovery documents in Intellectual Property Cases under Judge Goodman in Texas. 

    Inquiry and Reporting

    Explore firm experience by Court, Judge, Office, Partner, Classification and so much more

    Push the "as-filed" documents into iManage or NetDocuments with a full profile, automatically

    Search for documents using keywords in the docket text within the document text!

    Using Knowledge Management

    Not all documents are created equally. 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 brought 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. 

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    CourtAlert Cloud Solution

    The CourtAlert Case Management System is available as a secure, highly performant, state of the art Cloud Solution. Enjoy the benefits of not having to maintain and upgrade hardware, as well as automatically keeping the software up to date. With the CourtAlert Cloud System, switching Case Management systems has become more simplified and much more manageable. 

    Cost Considerations content_paste

    The license cost of the cloud solution is the same as the “on premise” software and clients pay only a small hosting fee for the cloud platform. This could save your firm significant amounts on the servers, disk space, database licensing and IT costs of the on-prem solution. 

    Security

    Built using Microsoft® Azure SAAS services, the CourtAlert Cloud Solution is in compliance with Federal and other standards and was implemented with high security measures. 

    SOC II Certification

    CourtAlert's SOC 2 Type 2 certification affirms that the controls are not only well-designed but also effective, ensuring ongoing protection of customer data and maintaining the highest standards of security. CourtAlert continues to demonstrate its commitment to safeguarding customer information and maintaining the reliability and security of its services. 


    Cloud Benefits

    Single sign-on using your already existing firm credentials 

    Same software license cost for Cloud and On-premise solution

    If ever your requirements change, you can move the entire system on-prem at no additional license cost

      Enterprise Integration

      Human Resources

      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 any staff.

      Exchange and Outlook

      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. 

        Ethical Walls

        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.

        Ethical walls are also available using Intapp Walls and  iManage SPM (Security Policy Manager)

        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

        Matter Intake

        Many firms invest heavily in the matter intake workflow so that new business can be accepted quickly. This workflow includes providing the conflicts department information about the case (court and case number), assigned staff, as well as parties and opposing counsel representation.

        CourtAlert offers integrations with this matter intake workflow to automatically create cases based on your business intake workflow. As soon as a matter is approved, and a matter number is assigned, a case will be created automatically and  the documenting team will be notified to calendar the initial deadlines of the initiating documents. 

        Implementation and Training

        CourtAlert leverages decades of expertise in implementing docketing case management solutions across law firms of varying sizes nationwide. With precision and a wealth of knowledge, our implementations are tailored to suit each client's workflow, ensuring not just a good but an ideal system for their needs. 

        Training is offered in multiple ways. Our team is prepared to meet your learning needs. Our docketing and calendaring systems are configured to address specific requirements, complemented by comprehensive training programs including train-the-trainer, individual, attorney, and CLE training. 

        Additionally, a brand-new knowledge site includes the latest system documentation and content that has been recorded over the year on one interactive and easy to use platform. This website is available to the entire docketing team and includes content from beginner to advanced material. We encourage everyone to use it to aid your training and to master the CourtAlert Case Management system. 

        The knowledge site includes training videos, articles, and step-by-step tutorials. You can also find the release notes and related content to see what is new in every version. The site offers lots of functionality including the ability for firms to have firm-dedicated sections where personalized training material and videos can be uploaded. 

         Content (recorded training sessions, cheat sheets, training articles, etc.) that you would like uploaded to your client-dedicated section can be saved through the new training site. Your firm-dedicated section is private and will not be shared outside your organization. 

          Request a Demo

          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.

          CONTACT US TODAY 

          ILTA - International Legal Technology Association
          NDA - National Docketing Association

          CourtAlert - 141 West 36th St, 20N, New York, NY 10018 -  212.227.0391                                                                                   Copyright© 2024 CourtAlert.com Inc. US Patent 8,996,590