Deadline & Cost Controls
See date and cost exposure before it becomes a problem.
Matterfold keeps legal dates reviewable and the firm's advances reconcilable, while refusing to hide two different kinds of money inside one balance.
Verified risk controls
The calendar and ledgers share the matter, not their authority.
Dates remain under attorney or administrator control. Advanced costs remain firm assets. Medical obligations remain client-side damages evidence.
Deadline & Cost Controls
Legal dates are verified. Firm advances and client obligations never share a ledger.
Critical dates
7
Need verification
2
Advanced
$86,230
Unrecovered
$38,880
Verified deadline calendar
Rules version 2026.08- Government claimWilliams v. City of LA · Attorney verifiedSep 14
- Statute of limitationSmith v. Johnson · Review scheduledMar 14, 2028
- Expert disclosureGarcia v. Northgate · Verification requiredMay 12
- Discovery responsesDelgado v. Transit Co. · Attorney verifiedMay 18
Advanced-cost ledger
Ledger A- Medical recordsReceipt attached$1,420
- Accident reconstructionWithin budget$4,800
- Filing and serviceRecovered$785
- Expert retainerOver budget, attorney review$6,000
Controls that survive closing
From first critical date to final recovery.
Each action leaves enough source, ownership and history to explain how the number reached the settlement statement.
Versioned state rules
Compute the personal-injury limitation and government-claim dates from an effective-dated state rule pack, never from a model. California's is the first; in any state, the firm calendars and verifies its own dates.
Verification on the record
Critical dates remain visibly unverified until an attorney or firm administrator records the review; reminders do not turn a proposal into authority.
Deadline worklist
Rank statutory, court and scheduled review pressure across matters with explicit owners and daily reminders.
Advanced-cost ledger
Record firm advances with integer-cent math, budgets, receipts, duplicate protection and controlled recovery or write-off.
Medical-obligation ledger
Keep provider bills and damages evidence separate from the firm's money while linking both ledgers to the same matter.
Settlement continuity
Carry approved fee terms, costs, liens and provider balances into the versioned settlement statement without rebuilding them.
Jurisdictional knowledge
Local law should never become one generic global answer.
Matterfold is designed around versioned, effective-dated jurisdiction packs. A region is represented as covered only after its sources, exceptions and attorney-review process are in place.
First rule pack · California
California
Rule pack built in
Versioned limitation, medical-malpractice, government-claim and fee controls, with verification by an attorney or administrator required before reliance.
Every other U.S. state
Firm-calendared dates
Firms calendar their own limitation and claim dates, with the same owners, reminders and attorney verification. A state's dates are computed automatically once its effective-dated sources, exceptions, court calendars and local-counsel approval are in place.
Canada
Province-specific pack required
Coverage must be separated by province and enabled only after the governing sources and review process are documented.
Europe
Country-specific pack required
National law, procedure, language and source licensing must remain distinct rather than being presented as one European rule set.
Bring one matter with deadlines and advanced costs.
We will show you how Matterfold would have captured the work, surfaced the risk and carried the record forward.