Critical Date Templates

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 automatically (dates left blank for you to fill in).

Global critical date templates

System-level critical date templates are available to all firms. Firm Admins can also create firm-specific templates in addition to the global ones.


Was this article helpful?
©2026 We Serve You Limited T/A CaseConnect