Track the case management timetable and prepare for the compliance mention

Key facts

Human involvement
GreenLawyer review
How AI is used
From the orders made at first mention, populate the firm’s validated tracker: each party’s statement deadline, service dates, the compliance mention date, the listing advice and the hearing date, and flag any step overdue or at risk for either party.
What the lawyer must review
The lawyer checks the tracker against the court’s orders, decides what to do about the other side’s non-compliance, completes the listing advice themselves, and confirms that service has been effected without disclosing the client’s address.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom the orders made at first mention, populate the firm’s validated tracker: each party’s statement deadline, service dates, the compliance mention date, the listing advice and the hearing date, and flag any step overdue or at risk for either party.
LawyerThe lawyer checks the tracker against the court’s orders, decides what to do about the other side’s non-compliance, completes the listing advice themselves, and confirms that service has been effected without disclosing the client’s address.

Checklist

  1. Before anything is relied on, confirm the material may lawfully and safely go into the tool (approved tool, no retention or training), and that no output reveals the protected person’s address, workplace, school, refuge or new contact details.
  2. Check each date against the orders as made, not as reported.
  3. Confirm the tracker flags the other party’s steps as well as the client’s.
  4. Confirm the listing advice is completed and settled by the lawyer, not generated.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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