Live workflows

· running on every new matterActive

Open a matter and its practice-area workflow fires automatically — the internal tasks are created and dated, the statutory deadlines set, and the client checklist seeded. No step lives in someone's head.

Immigration

When a Immigration matter opens

9 steps

3 tasks created — Prepare G-28 & open USCIS file, Assemble evidence packet, +1 more

2 deadlines set — Evidence packet assembled (+30d), Filing target (+60d)

4 client checklist items — Sign engagement letter, Upload passport & I-94, +2 more

Family Law

When a Family Law matter opens

8 steps

3 tasks created — Draft petition, Prepare financial disclosures, +1 more

2 deadlines set — Financial disclosures due (+30d), Mediation target (+60d)

3 client checklist items — Sign engagement letter, Complete financial affidavit, +1 more

Criminal Defense

When a Criminal Defense matter opens

8 steps

3 tasks created — Enter appearance & request discovery, Review charging documents, +1 more

2 deadlines set — Arraignment / first appearance (+14d), Discovery request filed (+21d)

3 client checklist items — Sign engagement letter, Upload charging documents, +1 more

Estate Planning

When a Estate Planning matter opens

8 steps

3 tasks created — Draft will/trust documents, Internal review of drafts, +1 more

2 deadlines set — Draft documents for review (+21d), Signing appointment (+45d)

3 client checklist items — Sign engagement letter, Provide asset inventory, +1 more

Civil Litigation

When a Civil Litigation matter opens

8 steps

3 tasks created — Draft demand letter, Assess complaint & venue, +1 more

2 deadlines set — Demand letter sent (+14d), Complaint filing decision (+45d)

3 client checklist items — Sign engagement letter, Upload contracts & correspondence, +1 more

Personal Injury

When a Personal Injury matter opens

8 steps

3 tasks created — Send medical records requests, Open lien/subrogation tracking, +1 more

2 deadlines set — Records & bills gathered (+45d), Demand package sent (+90d)

3 client checklist items — Sign engagement letter, Upload accident & medical records, +1 more

Opening a matter creates these tasks (on Tasks + the calendar), sets the deadlines, and seeds the portal checklist.

Counselera Cadence · More in the works

Run every matter the same proven way — automatically.

Define how a matter type should run once — the intake, the conflict check, the engagement letter, the retainer, the kickoff tasks, the client touches. Cadence then runs that playbook on every future matter of that type: creating the tasks, drafting and sending the documents, requesting payment, setting the deadlines — and showing you exactly where each matter stands. The work runs itself; nothing falls through the cracks.
Auto-create & assign tasks Draft & send documents Request retainers & invoices Set & cascade deadlines Track where every matter stands
Phase 2 — the orchestration layer that ties Counselera together.

The pain it cures

Every firm runs the same matter types over and over — yet the steps live in someone's head, a checklist, or a senior paralegal's memory. When that person is out, or a matter is busy, a step slips: the engagement letter never goes out, the retainer isn't requested, the conflict check is skipped.

The cost isn't just lost time — it's malpractice exposure and inconsistent client experience. Cadence turns the tribal knowledge into a process the software runs the same way, every time.

And it runs the firm's own playbook — the process bends to the firm, not the firm to the software. Every step lands on a tool that's already here — tasks, deadlines, documents, trust — so nothing is stitched across systems that don't talk.

How it helps

  • Consistency — every matter of a type runs identically — no skipped steps.
  • Visibility — see at a glance where each matter is in its workflow.
  • Delegation — hand a matter to anyone; the process carries it, not the person.
  • Speed — onboard a client in minutes — the docs, tasks and touches fire themselves.
  • Firm-wide — one partner's best process becomes the whole firm's default.

A workflow, start to finish

New Divorce Client · Family Law
1

Intake captured Matter Summary

The Matter Summary form surfaces — marriage date, children, assets recorded once.

2

Conflict cleared Conflicts

Auto-checked against the firm's existing matters and parties before work begins.

3

Engagement letter out Quill

Drafted from the office template, pre-filled, and routed to the client to e-sign.

4

Retainer requested Trust

A trust-deposit request is sent; the matter waits here until funds land.

5

Matter opened Tasks + Ripple

Kickoff tasks are created and assigned; statutory deadlines are set and watched.

6

Client looped in Inbox + Portal

Portal invite and a welcome email go out automatically.

Set it up once. Every future divorce client runs this exact path — and you watch each one move through it.

Cadence drives the pieces Counselera already has

Tasks

Create, assign and sequence the work.

Documents

Draft & send for signature via Quill.

Communications

Notify the team and email the client.

Payments

Request retainers and raise invoices.

Deadlines

Set them and let Ripple cascade.

Tracking

See exactly where each matter stands.