Chapter 12
Docket Control Systems
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Functions of Calendar/Docket Control
 Meet time requirements
 Expedite completion of tasks
 Promote client relations
 Comply with professional liability insurance requirements
 Reduce stress
 Reduce legal malpractice claims
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Definitions
 Calendar – Single date for a single event
 Meeting
 Lunch appointment
 Vacation
 Docket – a series of dates generated by a
event
 Trial date
 Document production requrest
 Filing a petition for probate or civil complaint
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single
Elements of Effective Calendar/Docket
System
 Centralization
 Universal Participation
 Redundancy
 Tickler System
 Perpetual Calendaring
 All-Inclusive
 Adaptability
4
Types of Systems
 Manual System
 Personal Information Manager (PIMs)
 Computerized Case Management/Docketing System
5
Implementation of System
 Train all staff
 Identify calendar clerk
 Develop rules for entries
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Calendaring Procedures
 Events are calendared as soon as they are scheduled.
 Initial or stamp document when it is received to indicate that
it was calendared.
 Hold regular calendar meetings (weekly) with attorney,
paralegal, and secretary.
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Placing Events on a Calendar
 In large and medium firms, a paralegal or
secretary instructs the docketing clerk to enter
information.
 A Docket Request form is completed and
circulated.
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9
Docket Request Sheet
BLACK, WHITE & GREEN E
D ocket Request Sheet
Requesting Party: _________
Responsible Atty/LA:________
Case N ame: _____________________________File N o: __________
Event: ___________________________________________________
D ate: __________________________ Time: _____________________
Place: ____________________________________________________
Reminder: _______ Urging: _______ Warning: _______ Alert:
______
D ocketed on: ________{dat e]_________By___[name or init ials]____
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