Statutory obligations that re-diarise themselves.
Annual returns, licence renewals and retainer reviews come round on their own cycle, with reminders to the team before each falls due, in the same calendar as the court deadlines.
Recurring obligations, diarised one occurrence at a time.
Annual returns, licence renewals, monthly statutory returns and retainer reviews come round again and again. A diary entry or a spreadsheet row records one occurrence; once it is filed, someone has to remember to enter the next. Compliance keeps each obligation on its own schedule and opens the next occurrence when the last one is recorded as filed.
Set the cadence once. It keeps the cycle.
Obligations that regenerate
Record one occurrence as filed and the next is opened, so a series does not end because somebody forgot to enter it.
Reminders that chase
Escalating reminders go out before each occurrence, the same way they do for court deadlines.
One calendar, every deadline
Obligations sit beside litigation deadlines and engagement milestones in the calendar the firm already watches.
Attached to the work
An obligation can belong to an engagement or stand alone, with the assistant, the vault and drafting available on it.
How an obligation keeps its cycle.
- 01
Define the obligation
What it is, how often it falls due, and who is responsible.
- 02
Record it as met
The next occurrence is opened and its reminders scheduled.
- 03
Nothing leaves the calendar
Every occurrence lands in the same calendar and reminder stream as the rest of the firm’s deadlines.
Spreadsheets don’t re-diarise themselves.
Self-regenerating by design
You set the cycle once and the next date is produced without anyone having to remember.
The same reminders as the court deadlines
Reminders are delivered and escalated by the same system that handles court deadlines.
Court, engagement, and compliance in one place
One calendar for every kind of deadline the firm carries.
“I already track renewals in a spreadsheet.”
A spreadsheet records the occurrence somebody typed in. Here the next occurrence is opened when the last is recorded as met, and the reminders go to the team without anyone setting them.
“Is this just recurring tasks?”
An obligation is tied to the engagement or matter it belongs to, with its documents and the assistant on it.
Works with the rest of PractoCore.
Set the cycle once. It keeps itself.
Enter the firm’s recurring obligations and let the next occurrence open itself.
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