Critical dates are the legally significant deadlines in a matter — limitation dates, court hearings, filing deadlines, exchange and completion dates, and similar. Missing them can have serious consequences, so CaseConnect treats them as a first-class feat ...
Open the matter.Go to the Tasks tab (or the Overview tab).Click Add Critical Date.Fill in:Date type — the type of deadline (e.g. Limitation Date, Hearing Date, Exchange Date, Completion Date, Filing Deadline)Date — the actual deadline date (can be left bl ...
Date types are standardised to help with reporting and templates. Common types include:Limitation DateHearing Date / Trial DateExchange of ContractsCompletion DateFiling DeadlineResponse DueOffer ExpiryReview DateSettlement ConferenceYour Firm Administrat ...
When a critical date has been fulfilled (e.g. contracts exchanged, hearing attended):Open the matter.Find the critical date.Click Mark Complete.The date is recorded as completed with today's date.Completed critical dates remain visible in the matter histo ...
CaseConnect sends an alert notification when a critical date is approaching. The default alert is 7 days before, but you can set this per date (e.g. 14 days for high-stakes deadlines, 1 day for a same-day reminder).Alerts appear in your Notifications pane ...
Your firm can define standard sets of critical dates for each practice area or matter type. These are configured in Settings → Critical Date Templates.When you apply a matter template or practice area blueprint, the critical date types are seeded automati ...
Tasks can be linked to a critical date so their due dates update automatically. For example:Limitation date: 12 months outTask: "Instruct expert" — due 8 months before limitation dateTask: "Serve proceedings" — due 2 weeks before limitation dateTask: "Fil ...
Leave the date blank initially: If you know a critical date type applies but don't have the date yet, add it with a blank date. It will show as "date not set" as a reminder to fill it in.Alert days matter: For limitation dates and court deadlines, set a l ...