Professional Services · Matters

Court Date / Deadline Calendar Confirmation

Confirm clients are aware of and prepared for upcoming court dates or filing deadlines.

Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Sends a reminder ahead of any scheduled court date, deposition, filing deadline, or closing, with logistical details pulled from the PMS calendar.
  2. Confirms client attendance/availability and flags any conflict immediately to the assigned professional.
  3. Sends a final reminder 24-48 hours ahead.
  4. Never discusses the substance of what will happen at the appearance — logistics only.

Data sources

Practice management calendar/deadline data

What it targets

  • Deadline-related reminders sent on schedule Target 98%
  • Client-caused scheduling conflicts caught before the date Target 90%