Determine Statute of Limitations

 

How do I keep track of statutes of limitation on Litify? 


Litify includes a Statute of Limitations custom object that allows you to define the time limits for filing matters. Determine the statute of limitations for matters based on case state and case type. The limitations you set auto-populate the Statute Of Limitations field on all new matters in the selected state and case type.

 

When should I create statute of limitations records?


Create statute of limitations records when you are setting up your matters processes on Litify. This will ensure that everyone at your firm is aware of the statute of limitations for filing all matters.

For this example, we'll create a statute of limitations record for New York automobile accident cases and set it as three years after the Incident Date field on the matter. 

 

Here's how:


1. From Litify Setup, click the More downarrow and click Statue of Limitations.


sol1.png

 


2. On your Statutes of Limitations page, you can create, edit, and delete Statutes of Limitation records. Click sol2.png in the upper-right corner.


3. Complete the "New Statute of Limitation" window.


a. Name the Statute of Limitation. This is for your records and allows you to keep track of your different statutes of limitation.
b. Select the Case Type. 
c. Select one or more states. The selected state interacts with the Matter State field on matters, so make sure this field is populated.
d. Click Save


For this example, we named the statute Automobile Accident - New York, selected the Automobile Accident case type, and selected New York. 

 

sol3.png




4. The Statute Of Limitation record opens. Complete the Statute Of Limitations box to the right of this page. 


a. Select the Matter Date Field. The options are Estimated Close Date, Incident Date, Last Activity Date, Matter Date, Open Date, and Pending Date. Each of these corresponds to a field on a matter. 
b. Select the Value. This is the length of time. This must be a number with at most 16 digits.
c. Select the Operator: Days Before, Days After, Months Before, Months After, Years Before, Years After.
d. Click Save.

For our example, we're setting the Statute of Limitations to three years after the incident date of the matter.


Note: This populates the Statute Of Limitations field on new matters that match the case type and state(s) you selected. This will not populate the field on existing matters where the selected field is populated. If the Incident State is already populated on a matter with the selected case type and state, then the Statute of Limitations will not populate unless you edit the selected field.
 

sol4.png



 

5. All automobile accident matters in New York now have the statute of limitations we set. Check your case type and states to test your new statute of limitations. Edit any of these fields to update the Statute Of Limitations field.



sol5.png


 

Edit Related Fields


If you edit the case state, case type, or the selected field, the Statute Of Limitations automatically recalculates to reflect the new date.

 

Additional Considerations


Existing records: New Statute of Limitations populate new records with the corresponding matter date field, case type, and location. For existing records, Statute of Limitations are only populated if you populate the selected matter date field after creating the Statute of Limitation. If this field is already populated when you create the Statute of Limitation, then the Statute of Limitation will not populate.




Additional articles:
Create a Matter Plan





 

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