Template · Legal Services
Discovery tracker for legal services
Discovery requests and responses with deadlines and objections.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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Try it: Discovery trackerInteractive demo · sample data
Inside
What it does
Discovery requests and responses with deadlines and objections.
- Tracks
- Request, Matter, Type, Served, Response due, Attorney, Status
- Flags automatically
- Response overdue when Response due has passed and Status is not Served
- Due in 7 days when Response due is within 7 days and Status is not Served
- Served when Status is Served
- Actions and automations
- Create a one-page summary: A short Word summary of this request for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every request for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
More for legal services
Related apps and templates
Template · Legal ServicesMatter managementEvery matter with practice area, responsible attorney, budget, next deadline and status.Template · Legal ServicesConflict checksNew matter intake with parties, conflict search results and clearance.Template · Legal ServicesCourt calendarHearings, filings and discovery deadlines with responsible attorney and preparation status.Template · Legal ServicesContract review queueContracts in for review with type, counterparty, risk points and turnaround.Template · Legal ServicesTime entriesBillable time by matter and timekeeper with narrative and rate.Template · Legal ServicesClient intakeNew enquiries from first contact to engagement, with conflict check and fee.
Questions
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.