See how Formata works.
Formata gives legal teams one place to review limitation calculations, assign responsibility, schedule reminders and preserve the decision trail behind every deadline.
Your firm's critical dates, clearly in view.
Owners, lawyers and assistants can see what is approaching, who is responsible and which deadlines require immediate attention.
- Distinct urgency colours
- Firm and assigned-user views
- One audit trail for every change
Matters
Deadlines
Parties
Events
Administration
Deadline overview
Review the calculation before anything becomes active.
Formata presents the triggering facts, jurisdiction, governing source and proposed dates for review before an authorized lawyer may approve activation.
Enter the matter
Choose the jurisdiction, matter type, triggering dates and assigned team.
Calculate
Enabled rules generate proposed deadlines for lawyer review.
Review
An authorized lawyer reviews each governing source, matter fact and proposed date. Exclusions require a warning and are audited.
Activate
Authorized-lawyer approval activates each calculated legal deadline and the firm's chosen reminders.
Everyone responsible can see the same limitation record.
The matter workspace connects parties, triggering events, assigned staff, deadlines, reminders and their audit history without becoming a document-storage system.
- Responsible lawyer and assistant assignments
- Jurisdiction overrides when required
- Completed and excluded deadline history
- Not intended to replace case-management or document-management systems
Sara Smith
Alberta · Personal Injury · Responsible lawyer: A. Lawyer
Sara Smith — Filing Deadline
September 18, 2028
Source and calculation explanation displayed before lawyer approval.
Designed for confidential legal workflows.
Authenticated application pages are excluded from search indexing. Public product previews are fictional and separate from law-firm data.
Firm separation
Records are scoped to the owning firm, with role-based access and staff revocation.
Audit history
Formata records deadline creation, changes, overrides, exclusions and completion.
Minimal storage
Minimize imported information and keep Formata separate from the firm's primary case-management and document-management systems.
Connected where it helps—controlled where it matters.
Filevine
Encrypted, tenant-scoped, one-way matter import is implemented. It cannot modify Filevine and remains subject to pilot credentials and live validation.
Clio
OAuth, encrypted credentials and inbound matter mapping are implemented; connection onboarding and live pilot validation remain.
Outlook and Google
Authorization, calendar discovery and event identity foundations are implemented. Final event delivery requires provider credentials and validation.
Reminder controls
Monthly, weekly, daily, due-date and urgent overdue schedules include same-day duplicate prevention and retry safeguards.
Team continuity
Owners and administrators can transfer a departing lawyer's open deadlines to another lawyer and selected assistants with an audit record.
Payment lifecycle
Formata tracks payment reminders and a 90-day grace period while preserving firm records for restoration after payment.
Put your limitation workflow in one accountable place.
The controlled pilot begins with Alberta personal injury firms.
Request a pilot consultation