L.A.W.S./Pro allows the option of creating user-defined templates of calendar activity based on the type of law. Each template will list all known activities pertaining to the type of law being processed. When a new matter is entered into the system, a pre-defined template may be referenced which will display all of the activity associated with the chosen template. Each entry within the template may be referenced to other entries allowing the docket dates to be automatically generated.

Please review the detailed example below for an in depth review of Template Setup.

Example: The firm may service probate related matters. For each probate matter, the firm may need to schedule the following actions and dates:

Filing Date Notice of Commencement Publication Date Notice of Known Creditors, etc.

The Calendar Template would be utilized to record and schedule this data as follows:

First: A "Probate" template must be established by using the "Add new Template" link. This action simply defines the Template Code and the Code Description. For the purpose of this example, the data entered is as follows:
Code: PROBATE Description: Probate Schedule of Events

Second: Select the Template's "Scheduling" Action to record the events to be scheduled. In this example, the following "Line Items would be added:
Filing Date: classified as Base Date,
Notice of Commencement: Scheduled for 10 days after Filing Date,
Publication Date: Scheduled for 13 days after the Notice of Commencement,
Notice of Known Creditors: Scheduled for 3 months after the Publication Date

Third: Within "Matter Setup", select the Template Action for one of the matters for which the template dates should be scheduled. Select the desired template, PROBATE, from the drop down list then click the Add New Template button to continue. Enter the specified base date - "Filing Date" - then click the "Recompute Template Dates" button to compute the dates for this matter based on the entered formula.