Meet Formata CMS AI: a connected legal workspace designed to bring matters, documents, communications and proactive AI assistance together. Built around real legal workflows, with lawyers always in control of legal decisions. In development; early-access inquiries welcome.
Formata CMS AI is our flagship vision for legal practice. Formata Limitations provides the focused deadline-management engine designed to complement that connected workspace.
One connected workspace for your firm's matters, documents, communications, tasks and workflows. We're building proactive AI assistance that helps legal teams identify what needs attention, prepare work for review and spend more time practicing law.
Purpose-built limitation and deadline controls, designed to work alongside the broader CMS AI vision. Track important dates, assign responsibility, review proposed calculations and maintain an auditable approval history.
Formata grew from firsthand experience with the missed handoffs, scattered information and administrative pressure that legal teams face. We build practical tools with clear accountability and lawyers in control.
Access Formata securely from any browser on your computer, phone, or tablet and keep your legal deadlines close wherever your work takes you.
Manage hundreds—or thousands—of deadlines and reminders with a clear interface designed to minimize manual entry.
Formata is built in Edmonton by a founder with practical legal-technology experience and an understanding of the pressures law firms face.
A clear, connected workspace gives every member of your firm the same view of matters, upcoming dates, and urgent action items.
See open matters, upcoming dates, and overdue work at a glance—with distinct colours that make risk easy to spot.
Filter and review deadlines across the firm without jumping between disconnected systems.
Choose monthly, weekly, or daily reminders. Overlapping schedules are automatically combined to prevent duplicates.
Create and manage recurring reminders with confidence while Formata supports the calculations behind your firm's critical dates.
Manage every stage of a limitation from creation through completion, without relying on disconnected spreadsheets.
Formata now includes secure provider connections, encrypted credential storage, inbound matter mapping and synchronization records. Live provider credentials and pilot validation are still required before each connection is enabled for a firm.
Critical deadlines need clear ownership, independent review and a record of every important decision.
The assigned legal team shares one current deadline record.
Calculated legal deadlines cannot activate until an authorized lawyer approves them.
Formata combines overlapping reminders for the same deadline.
Review matters and deadlines securely from your computer, phone, or tablet.
Simple, flat monthly pricing for the entire firm based on team size. Every plan includes unlimited matters, limitations, and reminders.
All prices are in Canadian dollars and billed as flat monthly firm subscriptions. The two-free-month offer applies only to a signed 12-month founding-firm contract.
Formata CMS AI is in development. Tell us about your firm to request early-access updates or ask about the Formata Limitations pilot. We will contact you personally.
Prefer email?
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Discover our vision for AI-native case management, supported by integrated deadline controls.
Talk to Formata