In LegalWorks, you can specify a deadline or due date for any document in any matter.
To assign a due date for a document within a matter, open the Properties for the document, then enter a date into the Due Date field. If you are the person responsible for this document’s deadline, you should also make this document a Favorite by entering yourself into the Favorite Doc field.
Managing Document Deadlines
Documents with deadlines will be brought to your attention in a variety of places in LegalWorks. Your Favorite Documents dashboard, available from the LegalWorks QuickLaunch (left-hand navigation menu) will show due dates for each of your Favorite Documents, as applicable. Due dates will also appear in the Favorite Documents list on the LegalWorks Welcome Screen.
You can also open the Document Deadlines Dashboard from the LegalWorks QuickLaunch. This dashboard will show you all of your documents with a deadline, sorted by deadline. The default view is My Document Deadlines which will show documents that have a deadline where you are added in the Favorite Doc field. You can also click to view All Document Deadlines, which will show all documents with a deadline regardless of whether or not you have marked it as a Favorite Doc.