1. 1 Chapter 12 Docket Control Systems

2. Functions of Calendar/Docket Control 2 Meet time requirements Expedite completion of tasks Promote client relations Comply with professional liability insurance requirements Reduce stress Reduce legal malpractice claims

3. Definitions 3 Calendar – Single date for a single event Meeting Lunch appointment Vacation Docket – a series of dates generated by a single event Trial date Document production requrest Filing a petition for probate or civil complaint

4. Elements of Effective Calendar/Docket System 4 Centralization Universal Participation Redundancy Tickler System Perpetual Calendaring All-Inclusive Adaptability

5. Types of Systems 5 Manual System Personal Information Manager (PIMs) Computerized Case Management/Docketing System

6. Implementation of System 6 Train all staff Identify calendar clerk Develop rules for entries

7. Calendaring Procedures 7 Events are calendared as soon as they are scheduled. Initial or stamp document when it is received to indicate that it was calendared. Hold regular calendar meetings (weekly) with attorney, paralegal, and secretary.

8. Placing Events on a Calendar 8 In large and medium firms, a paralegal or secretary instructs the docketing clerk to enter information. A Docket Request form is completed and circulated.

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10. Docket Request Sheet 10