The product

One controlled workflow from matter facts to completed deadline.

Formata organizes limitation and deadline workflows, assigned teams and reminders without becoming another full case-document system.

Core workflow

1. Enter matter facts

Select jurisdiction, matter type, trigger dates, parties and assigned staff.

2. Review proposed dates

Review proposed deadlines, legal sources and warnings before an authorized lawyer approves activation.

3. Monitor and complete

Receive the firm's chosen reminders, escalate overdue work and preserve the history.

Built for the whole firm.

Owners and administrators

Manage staff roles, access, firm reminder settings and integrations.

Lawyers

Choose a default jurisdiction, override it by matter, and review and approve proposed calculated deadlines.

Assistants

Work from the same assigned matters, deadlines and reminders as counsel.

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