Name: Demystifying Court Dockets: Turning Entries into Action and Opportunity
Uploaded: 2026-04-16T19:30:07.515Z
Duration: 1 h 29 min 32 s
Description: Demystifying Court Dockets: Turning Entries into Action and Opportunity

Transcript for "Demystifying Court Dockets: Turning Entries into Action and Opportunity": Hey, everybody. It is about, 01:00 central time. So we're gonna about get ready to kick things off here. Welcome to another episode of Paralegal Pathways brought to you by, Kelly Radnathy and Christine Castillo Suero, and InfoTrack. If you're unfamiliar with InfoTrack, we are the complete litigation workflow and automation platform that helps firms like yours file and serve court documents faster and more accurately, and automatically sync them from the public docket to your case record. My name is Alex. I'm Infotrack's partnerships and ecosystem marketing manager, and I'm gonna be moderating today. Before I introduce your host, just a few housekeeping items about this platform. You're going to have chat, on the on the right hand side. A lot of the controls that you're able to use during to to, interact with the speakers during the webinar are gonna be on your right hand side. That chat tab at the, at the left of those tabs is an open chat for everybody in the session. To the right of that, you can send messages to specific, specific people in the webinar. There's also a documents tab where you'll be able to look up additional resources related to this presentation, get your certificate of attendance, and we also have some relevant, follow-up resources here as well. This is also where you can, look into InfoTrack and all the things you can do here at your firm. And then another important tab to the far right over there is a q and a. That's where we're gonna ask you to submit your questions for the speakers. We won't be able to stop the presentation, at the moment you're asking the question, but we will circle back to those at the end. We're gonna reserve at least five minutes for for q and a. So if you put your questions in there, we will loop back and share them with the group at the end. Once again, we are also gonna be giving away three $10 Starbucks gift cards for, anybody in the chat. And, yep, thanks for getting getting the slides in there. So three three viewers are gonna get a $10 coffee gift card, for the most active participation in the chat. So we definitely like to keep the the conversation going and, I'll be kinda announcing who those people are at the very end of the presentation. But with that out of the way, we got a full slate. I don't wanna hold things up anymore. So with that, I will introduce, Kelly and Christine. And, we'll also be joined by Mike Mantalto, our our head of Doc at sync in a little bit. But first, let's, let's meet Kelly and Christine. Hello, and thank you, Alex. What a a great opportunity again to be with you all. We're back for folks who have joined us for the previous sessions. We've had two sessions before today in this limited series. We are calling it, paralegal power hour on the road to Nala, and so we are so pleased if you're joining us or rejoining us today. And I see an active chat, which we love so much. Thank you for sharing from where you are joining. So please do continue. We love to know where you're joining us from. It helps us talk about the material and kind of focus and tailor some of our discussion. Right? We meet you where you are. So in session one or episode one, we really framed the state of the paralegal profession. And then in session two, we, started kind of this demystifying series, if you will. And this last session that we had just held last month was demystifying the state and federal court filings. Right? And today, it's all about dockets. Right? Something that can be considered foundational work, but oftentimes, we find can be really maybe misunderstood or even underutilized as paralegals. Right? Sometimes we find ourselves under utilized. Something that's kind of the subtext of this entire series, and thank you again to Infotrack for giving us this platform, for convening our amazing paralegal community here. But what we talk about is this pathway concept. Right? Paralegal pathways where we're moving towards operational excellence. And Kelly and I, if you're if you don't know who we are, the k and k team here, we are both paralegal educators. I'm here in San Diego, California. I teach at, two different, colleges here, and Kelly is, joining us from Nevada, and she teaches, with the University of Washington paralegal program. So this is something that we're very passionate about. And together, collectively, Kel, what was it? I think we have something like forty years of experience between us, something. like that. Collectively. Let me just say that. Collectively. Thank you for that clarification. Right? Collectively. But and it's really specifically been in civil litigation, both in state and federal. But we found ourselves in different environments, what we refer to as the ecosystem, right, the legal ecosystem. I myself have mostly been in small law firms. Right? I did have a little period there for about a year and a half where I transitioned from a small or I should say start up law firm into a large law firm. But Kelly has had, experience across the board in the ecosystem. Right? You've enjoyed big law. Like, I think it was AMLO fifty that you were in. You've enjoyed, small law firms, but you've also now where are you now, Kelly? Where where in the ecosystem in the, are you? Well, I've, you know, transitioned to the dark side no. I'm just kidding. Into the government setting. So I'm really getting, you know, opening my eyes and and learning all about the public sector, and that what that environment and ecosystem looks like. And so it's really interesting. This is a very right subject topic for us because it looks very diff docketing looks very different, depending on sort of where you sit within the whole, ecosystem in general, the whole legal environment in general. And so it's really exciting for us because Christine and I both having different backgrounds from small law, big law, public, private sectors, we know that docketing is instrumental to operations. And if we're aiming for that operational excellence, right, it helps us to, you know, sharpen our tools, to really understand what the docket can do for us and what a resource it actually is. You know, today, we are going to talk about, some clarity in what docketing actually it is. What is a court docket? Right? And then confidence in navigating the court dockets and what the what it can do for us as serve as a tool within our practice. It also serves as this sort of resource for us to control workflows and to really create structure so that our workflows, flows more smoothly, which, of course, you might guess it, but flowing systems that are smooth and efficient, it also helps reduce stress, which I think a lot of us, encounter on a regular basis. So today, you know, we really are focusing on this this powerful tool, but we're also kind of unveiling some of the misconceptions that we often, are encountering when we look to do work with the docket and the information that the docket might provide. So welcome back. We are so excited you guys are all here with us, and we also love learning with all of you. That's that's what's the beauty of this whole paralegal pathways, that Christine and I, just really are passionate about because, we all learn from each other. And, these kinds of discussions and dialogue is where we really find we remove gatekeeping, and we open up the toolbox to share with all of our our colleagues. So without further ado, I think we're gonna jump right in here. Christine, was there anything you wanted to talk about as we welcome everyone today? I think just to underscore what you said, those three c's. Right? We want clarity. We want confidence, and we want control over that workflow. So really keep that bear that in mind as we navigate forward this discussion. And it is a discussion. Right? Because we're not just talking about a docket today or court docket. Just as we are not calling you just a paralegal or just the paralegal. You are the paralegal. Right? You are the command center as our friend Tracy likes to say. Right? You are the command center. Anyone watch that Artemis two come back to here in San Diego, California? Oh my gosh. Mind blowing. Right? Mission control. That's how I like to view us, that command center. So remember that. Clarity, confidence, control. Because when you can read the docket well, you move from the task master to the strategist, and that is what we are trying to underscore in your workflows throughout the entirety of this series. We talk about why the docket matters and in our different roles, right, where we are working very closely with our attorneys, oftentimes, we are pulled into that strategic role. And where we find ourselves using dockets are in different capacities and ways. In some ways, we are looking to source or seek information. Right? So what is on that docket? There's a certain, information that we can glean, right, that will tell us about the case. And it also serves as and for those of us in appellate work, anyone else feel me? Because I do appellate work for our federal civil litigation practice in ERISA employee benefits law. So for those of you who don't know, now you know. We look to our federal filing systems in our federal court dockets to inform us about the case, but we also because of our knowledge with respect to civil procedure, and I'm teaching federal court practice and procedures right now, currently, this is something that we talk about in my class because we look at it as a road map and what we can anticipate. It's that concept that I shared in our last episode. Right? We're quarterbacking. Any other sports fans like me, We're quarterbacking for the attorneys. Right? We're scoping. We're scoping and looking for pitfalls. Right? Eyes and ears on what is to come down that pipeline. That timeline, that chronology of events, it establishes that pace or cadence of our cases because anyone just assigned to one case? No. Not I, department. of one. How about you, Cal? Are you are you. No. Ugh. we are juggling even wanna tell. you. Right? Right. Yeah. I don't wanna even say what that number is, but, you know, Christine hits on a really great. point here. There are so many details within the docket that can really source our strategy and and strategy sessions. You know, we get data on the judges. We get, you know, what the course of action that one party may be planning to take, and and it can adjust our course then or recorrect our course. So dockets are really that sort of road map, like Christine said, and it also gives us that timeline, that really, from a big perspective, from that bird's eye view, there's no other place that we can get that perspective. So it's really, as Christine said, that signal for what's coming. Right? Sometimes it's an alarm. It's a it's a real loud signal that we're getting, but it's it's also that foundational understanding of why deadlines are happening and how we can manage them. So this is really exciting to us even though on the surface level, dockets are not exciting in any way, shape, or form. It is very exciting to see how it plugs into us as the strategist on our team. And so we're really excited to keep on moving on here. Christine, was there something else about dockets that you think I I have a question actually, while we're having. this conversation, Cal. I want to know how long people have been in practice because, as. I'm thinking about my students who have limited experience, right, because this particular class I'm teaching in the community college through the AA program. Right? They're just they're getting their associates degree, and many of them do not have any legal experience. So they don't really have context or color to what this docket does or what it means in the the context of a life cycle of a civil litigation matter. And that can be the key difference from you being, you know, a competitive in this highly competitive market of, paralegal. So I want to see how many of you have been in the field. So Kelly and I are veterans. Right? We've been in the field for twenty years. But let's see. Are there folks who are new? Are there students in the room? And by the way, Cal, I saw earlier in the chat someone's joining from Brazil. We're international. We are now international. Isn't that wonderful? So Yes. this this matters because as we go on to this next, discussion point here and I want us to kind of look at this, why dockets can feel overwhelming, Kelly, because when we don't really understand how to use them in in terms of that strategy, right, there can be unfamiliar terminology. So we're not really understanding what's happening in the workflow here or what do we do in terms of anticipation. Right? That could be something that leads to that anxiety inducing feeling. Also, by the way, in state and federal court because, federal court has their own filing system. And last time we talked about when we focused on state e filing service providers because we learned, and I use One Legal, right, which is a company from InfoTrack for my efiling services. And when I have to navigate from my because I do have state cases. When I have to navigate from my federal brain practice brain to the state practice side, right, I have to kind of shift because everything I know in federal court does not apply in state court. And this means not only not only in the courtroom where I'm in, right, the departmental or judge's rules that are gonna influence the way the case proceeds. There's also those local rule rules of court and also the code of civil procedure, right, for us here in California. We have the California code of civil procedure that really guides the way our work will proceed and go forward. So these things can be really impactful, right, in the way that we are assessing that information or data that we're receiving from these dockets. These dockets where we access them can vary from court to court. I just recently had a case probate. Right? You're the a risk of paralegal suddenly have a probate filing in Santa Barbara County. Wow. Way out of my comfort zone. Right? But I had to I had to do it. Right? Because what do you say, Cal? Everything's figureoutable. Think they're audible. Right? Right. Because. we deploy our research skills and what we know in terms of the foundations, the pillars that uphold that civil litigation process that are tried and true. Right? And we know how to look for procedural rules. So some of these other things, Kelly, what would you say how has how have you seen this impact kind of your process? And it's funny that, you know, our first bullet point here is unfamiliar terminology. I shoot back to, you know, my first experience in bankruptcy and looking at a federal bankruptcy docket and thinking, what in the world is a stalking horse? You know, I've I've clearly been working in the wrong area of law because I love horses. And then I was like, oh, you know, that's it's not an animal. And so, you know, it's it's that that unfamiliar tech terminology can really set us off track, and really can be problematic when we're trying to build our confidence as a strategist on the team. So, you know, demystifying what the terminology actually means and that nuance between, like Christine said, federal and state court. I'm here in Nevada, in Northwestern Nevada, and we're we are surrounded by rural, counties, and we don't have online dockets for our state court, you know, and for your small justice courts. You have to actually physically go in and ask for a copy, a printout of the docket. And so, you know, knowing that it can be really overwhelming just in figuring out how to access the information. So, you know, we have those fears, missing something or not you know, missing a deadline. Right? All of us have lost sleep or not slept because of a deadline that's coming up or that we may have missed. So that manual tracking, you know, across multiple systems, it creates this stress, huge levels of stress, because it is overwhelming. So today, we really wanna talk about some of these challenges, but more we're gonna address them in how we, how we kind of dissect the court docket in itself. And so we're gonna start with the anatomy of that. You know, as as the the slide says in front of us, every single entry is a signal for something. Right? An action, information, some way that we can know what what might be happening next. Right? We know number one, we're gonna get our case caption, our party information, all of these, you know, vital foundational information for a lot better day data, I guess, I should say, that, if there is an error, we have to address it immediately. Right? Well and the court would have an interest in that too. So there's a lot of, the the build of a court docket is accuracy. And so we turn to that to really use as that second or third check sometimes. Is my caption correct? Do we have all the parties? Has this party been served electronic? You know, all of these questions that we might have at the very front end of a case being initiated. The docket is that true and accurate resource for us to bounce off of. There's a lot of other things that also come from the anatomy of a court docket. Right? We're seeing the the pleadings and the date documents that are being filed with the court. We're also seeing court decisions. Right? And that's huge because a lot of us may not be connected to the automated filing system, so we don't see the orders coming through. And in order to find out if something has been decided, we actually have to go to the docket and pull the order. Christine, do you do you get the orders straight into your inbox? There's a couple of things I wrote down as you were talking, Kelly, because as you had rightfully pointed out, it's the source of truth. This is the. record, and this is what I was talking about earlier when I said appellate. Right? Because what does the appellate court rely on? It's you know, what is the function of the appellate court? It's to review the decisions of the lower court. What do they stand by? The court's official record. record, which is what? The docket. Yep. Right? It is the source of truth in our cases. And for appellate folks, this matters because this becomes the record. Right? So it's not just information like Kelly said. Right? This is a signal for action in our cases. And I also wrote down, Kelly, because as you said, if you're not connected and by the way, this is really cool. And telling us Kelly and I are so tech forward and tech enabled. We're kind of tech junkies, you know, in our practice, And we encourage our learners to be that way too, to be tech curious at minimum. Right? If not, tech proficient and mastery is what we're really hoping for for all of you because there are integrations that products have, like InfoTrack, we talked about in our last one, where they integrate with practice management software. We just did a demo of this, didn't we, Kel, at, AFI. So Kelly and I spoke at a conference for paralegal educators. We are part of an American Association for Paralegal Education, group, and we, demoed info track and CLEO together for our fellow colleagues so that we could show real time and show practical skills for our students, for our learners to have eyes on. And, you know, they actually created sandboxes for us, which is outstanding. So you can actually practice, right, these, these technology supports that we have. What I was saying is when you said, oh, these court orders or decisions, has anyone else has this happened to any other paralegals? Please don't let this be me just by myself because I am in a very small law firm. Sometimes, because I don't go to the hearings with the attorneys. Right? They come back and they debrief me, and we engage in that kind of case strategy going forward, next steps, action items, etcetera. How I'm managing the case going forward from that hearing. It could have been there's a scheduling issue. The court would like more information. There's a briefing schedule, etcetera. Or it could be that, you know, there was a a final order, that was issued that we may have to put, on calendar for that time period to file a notice of appeal. Right? But I recall that at one hearing, the attorneys just waived notice, and it was written such in the minute order. And I'm waiting and waiting because, you know, in the state court system where we are, we have to wait for mail because we don't get notice of electronic filing or federal cases for our state cases here in this region. So I'm like, I know I'm good, and I know sometimes I have to be this, you know, omniscient body in the office, right, and have that clairvoyance as a durable skill of mine, you know, as the paralegal. But I you know, had I not looked and put in my process and this is what Kelly's talking about, manual tracking. Right? If we forget or if we had a busy day, if we don't have that automation piece embedded into our workflows, human error. What. happens? Strategically, what happens when you're the David working against the Goliath like me? We have to optimize and lean into our technology. Right? It is the source of truth. And so when we talk about these action items, right, we are talking about, how you can elevate yourself and your role as the strategist in your litigation team. Right? These docket entries, these then convert into what? Tasks and deadlines. And then what does that ultimately put upon you? You're going to exercise your durable skill of communication. Right? Right. Communicating this to your team by way of example. I have I'm already talking about, like, a motion. Right? This is something we just reviewed in class because once there is a motion that is noticed and those motion papers are filed, there is now a briefing schedule that ensues because that is the triggering event. So understanding what does it mean to review and analyze the content of that motion, but then what is that act next action step in terms of docketing or calendaring that response deadline? And then, also, are there one offs with regard to service? Is it going to be I have to add an additional two days or, you know, quicken that service because it was served to me by a specific method, by mail? You know, there there are those nuances that we talked about in those court rules, not just in our departmental or judges' rules, but in those local rules of procedure for our civil litigation matters. Same thing for the orders. Right? Had I not known that minute order was notice waived, I would never have been able to access that. But for going on and logging into that specific court's register of actions portal, again, which varies from jurisdiction to county to county, even within our own county courthouse because there are different, you know, judge judges hear different matters such as family, probate, you know, civil litigation, limited and then unlimited. So the the register of action is different for those different areas to access that information, and they're not readily accessible for all matters or all those different type types of matters like family. You can't always access that stuff via the online core portal. So, Christine, you brought up an interesting point. Registers of action and register of action. Some of us don't operate or have never heard of an ROA before, and somebody might ask you, hey. What's in the ROA today? And you're like, what does that mean? Right? And so sometimes these words, again, it's familiarity with the terminology, but also understanding the register of actions is the docket. Right? And it just it it is a different opera operation that they have, automated for the users within that space. And so understanding that dockets don't always give us all the information we need, So sometimes we have to, you know, include that within our process because our specific workflow necessitates manual checking, manual processes that with the technology, it's still risky because we still have to have that human element in there. Right? Double checking, triple checking. And most of us paralegals that have been in this space for any period of time, we double, triple check everything, especially when it comes to motion filing. Right? Briefing schedules. So, you know, calendaring out our motion, the opposition, the reply, it it matters for our workflows, because like Christine said, I don't know anybody that only has one case. Right? This is multiple cases that we are helping support, and the attorneys have to be able to focus their time. And when we talk about briefing schedules, especially in motion practice, there's not a lot of time there. The time between, you know, your the initiating motion and then your opposition and your reply is a truncated period. And so if we aren't, if we are only relying on our manual docket tracking, it could be very problematic for time management. So these manual processes, yes, they are risky. Right? We can get caught up in it because we have to look for in multiple places in order to find the information that we need, and then we have to download and rename and, you know, change things and send it off this way and name it this or maybe send it in pieces and parts because it's a large filing. And and then we have multiple calendars that we're looking at, in order to navigate and manage in order to make a deadline work. So what do you see as these risks, Christine, when we're talking about manual processes mixed with that automated process? Well, it's human error, obviously. Right? And so we can really lean into the the technology as that augmentive or assistive tool to support our workflows. You know, when I say quarterbacking for the attorney, it means a couple of things. One that I really focus on is mitigation of risk. Right? We don't the attorneys are scared to miss deadlines because what does that result in folks ultimately? A potential lawsuit. Very, very problematic for our attorneys. Right? So this means where can we come in as that collaborator partner to the attorneys to minimize or mitigate those risks to them and exposure of risk by relying on automation. Right? But always being that driver, the command center that we are overseeing. So we do have some of the lower value tasks, right, that we're gonna automate where we can focus on becoming that strategist. Right? That is the shift. That is the mindset shift is that we are really embracing us as the human in the center. Right? That we are we are the command center in this type of environment. We are moving from reactive. to proactive, right, to proactive. So, you know, I wanna actually, transition to our our fancy guest here who we love so much. We've had the pleasure of having a couple of discussions with Mike Montalto, and we had we could have probably talked for hours, I would say. And think we're head. of DocketSync, which is a product of InfoTrack. But Kelly and I were and I said this, like, in our one of our last sessions. We're like, the mind blown emoji. We're like, is this a thing? This is a thing. You know? Because had I known twenty years ago that these types of tools were available to me, they were just wish list items, weren't they, Kel? Like, when we. were back in the day. Yeah. I mean, I just think of, you know, being in BigLaw, we had a whole docketing department, so it was literally magic happening behind the screen. You know? We we we weren't privy to what was going on, but the wizards and the docketing department were managing back there. And so understanding that, oh my gosh, there there are tools available. There is automations, and it it has made these workflows possible for us. And so we see now we're going into docket sync. Mike is gonna give us a little sampling here, of what what how these docketing programs, specifically DocketSync, really supports the workflows for legal operations. And, you know, there was a risk that we didn't touch on but was on that slide the prior slide, and it's talking about complexities for costs. And when we think about the paralegal being instrumental in the operational, you know, excellence on the team, understanding that if, you know, we file something and we have to refile it or if we miss a deadline and there's still actions that have to happen, this could be cost to the client that, are are it adds some layered nuances. Right? And so these solutions don't only, protect us from missing deadlines or, you know, having operational excellence. They also protect our client services. So it's really something to think about. No matter what ecosystem we're working within, these types of programs really help streamline things so that we can protect our client services. Right. And. it Oh, sorry. Go ahead, I. don't know. Go ahead because I'm I'm very curious to hear from Mike because, one, I I'm curious if you can, actually show us the dashboard because when Kelly and I first saw this, my number one gripe because I had to go from federal to state court, cases. And my gripe was why can't it be consistent like the federal court system? Right? I'm having to figure out and that is time spent and expended on these tasks that I cannot bill to the client. Right? Does anyone else have billable requirements that you need to meet? How am I going to, you know, build this as a narrative that that's, you know, a substantive task. in the case. So, Mike, can you actually show us what that dashboard looks like for those of us who have not seen it yet? Absolutely. I had a nice to meet everyone. And just to quickly introduce myself, I, Mike Montalata, spent twenty years dealing with court dockets. I'm not sure how that happened, but it did. I started my formative years in that very background docketing department in an AMLO 100 firm that count Kelly just spoke about. And I started doing that when everything was paper and then started transitioning to doing the electronic filing, docketing, and also providing all types of levels of procedural support. So I just find my, sharing button here. Am I sharing? Not yet that I'm seeing. My share button just disappeared. But, as I am looking for that, I'll just mention that, from, the law firm, I went on to build, several docket research and current awareness tools, nationwide, covering all state courts and federal courts. So understanding needs of of, sort of consistent, terminology and, approaches. Alex, I really can't find my, share button here. Sorry. Alright. I gotcha. Top should be on your top left. There's a should be a screen button. Got it. Got it. Got it. we go. Alright. So, what DocketSync does and everything that, Kelly and Christine just spoke about in terms of having to, you know, manually monitor your email or manually go to the docket and check and look for, new updates to the docket that may have not been properly communicated, and then download those documents, which may may or may not require different levels of logging in, paying for documents, downloading it, renaming it, putting it into an email, sending it to the right people, and then docketing it into the case record here, which you're then going to have several, you know, downstream tasks involved such as, generating those deadlines, reviewing the document, billing the time to that. You know, all of that, you know, could take up, you know, a large chunk of your day away from valuable work. So what you're seeing here is simply the output of what technology like DocketSync can do. Completely hands off, We sync and load these cases for you. And, automatically, as these new filings happen, we will detect them. So no more digging through your emails. We will automatically download them from the source, rename them instead of having to, you know, rename all of the generic PDF one, two, three, emails that come when you download it usually. If there are costs involved with the document, we will, we will capture those costs for you and just invoice at the end of the month and put them into your expenses so you don't have to manage any of that manual entry. And then, as a result, without anyone on your end having to, waste any time or, you know, make sure you've gotten to this at the end of every day, every member of the case team can go to their matter and automatically see, the entire docket sheet, that entire source of truth of your case, is already in their matter folder. So, this also eliminates, you know, all of those runaway costs that any of you, may be dealing with when you're dealing with federal courts, and the PACER system where, you know, every time someone either clicks or breathes on the document link, you pay you pay for it. Our system is going to, automatically pull that first free link of of the new notifications and add that to your system. So once the, attorneys and anyone that's working on these cases is is, I guess, acclimated to, using InfoTrack and going to their matter folder for the document, you'll see those costs, hopefully go down, because we're no longer, we're no longer, you know, leading it to the whims of, you know, basically, like, multiple members of the firm clicking the same and paying for the same document over and over again. In addition to putting it into your respective practice management, I'm showing you Clio here, but, Infotrack actually has, some of the, the most in integrations with practice management systems that I've seen on the market to date. Wherein Clio, my case, Smokeball, Leap, Neos, Filevine, I manage NetDocs, Cloudlex, and more. But so all of our documents will go automatically to whatever those practice management systems are that you're using, but we'll also create a backup drive on InfoTrack. So, you know, let's say you're mobile and you're having trouble with your multifactor authentication for your, practice management system, you'll always have a place to go. So there'll be a centralized location. And, again, this is where the consistency comes in, of not having to log in to, you know, several different courts websites that have both different ways of searching, different ways of going in, different ways of displaying the information. Everything's uniform on one platform, where your documents, PDFs, are all available along with the party calendar information that you would expect to see on your court record. So, essentially, what DocuSync is doing for you is it's taking that entire, you know, that entire manual, process of, detecting, digging, and hunting for the documents, and, then doing all of that post processing until you actually have to do work on the document, and letting you actually do, you know, do your job and manage it. So I think, Kelly and Christine had a beautiful tagline, that I think we passed by already about how this, you know, it shifts your role from the hunter of this information to actual manager of it. Because it takes an awful lot of your time, energy, and frankly, sanity from context switching from court to court, of having to, you know, compile this, and and and put the data where it's supposed to be before you're actually doing, you know, what you're you're hired to do there and review those documents and check the sites and come up with the deadlines and everything else. Oh, Mike, you became one of my most favorite people in my state cases. Right? And I think we totally did when I had my conversation with you initially, I totally, and we totally geeked out because I was saying, even in our my state cases, when I have to do research, which is what I do as a strategist in our cases. Right? Because sometimes I will have to research dockets in related cases, but not not the exact case that I'm looking at. Right? And so when I have that embedded into my workflow, right, and have it in my practice management software, that's just another step for me to, not worry about as a department of one, right, in this a very small law firm. And we all know sometimes, you know, you're you're doing all of those things that you're supposed to be doing and, you know, that email doesn't get looked at to the end of the day or it doesn't get looked at to tomorrow. Now you've lost two days in, you know, your your time to respond, and that could be critical. So this, this approach will avoid all of that. Right. And I will I will flag in the chat that someone actually put an example because something was almost missed, almost costing their firm millions. Right? This this stuff is real, what we're talking about. This is why we insist on tech proficiency. Right? Going we're in a really unique space right now as paralegal practitioners. We really have the opportunity to lean into tech to support our workflows, especially when we are being tasked and asked to be lean ourselves. Right? Taking. on more of these workflows. So thank you so much, Mike, for sharing that. Like I said, you've become quickly my favorite person in my state cases because I didn't even know this was something it was just something that was a pain point that caused friction within my work flows. Right? That cost time that I couldn't capture because I was spending all of this administrative time, and I don't have support like a legal secretary to task that to and say, could you please help me in finding this, and find the criminal case related to this, you know, instant case? Because I need information from the criminal case to support some of the stuff that we're dealing with in this civil matter. Right? So it was enormously helpful to see that, docket sync is something that could support our practice. Now is this in Allstate's mic or is this nationwide in all federal all courts that are, available through PACER. And on the state court side, we're currently available in New York, Florida, Georgia, California, Texas, as of last week, Pennsylvania. And we have a number of other states rolling out within the next couple of months. Comfortable with saying that Massachusetts, Connecticut, New Jersey, and the other half of Georgia, is going to are going to be, the next that will roll out. So we are rapidly expanding, but are already avail available nationwide in the federal courts and in many of the busiest state courts in the country. Well, I don't know. Pass this on to your r and d for us on behalf of the k k team here, Mike, but we so appreciate that you listen to your clients, right, and that you actually, develop your software to meet our needs, to meet us where we are. Because it is it has been a game changer. It truly has been a game changer so that you can make us more efficient or help us to be more efficient in our workflows. I appreciate that. I think like you said before, you know, these large firms have someone doing this for them, and that's what we're hoping to offer, across the board that everyone has the ability to, you know, have this done for them. Now you're speaking to the Kelly and the k and k team's heart because this is what we call democratizing access. Right? Because Kelly and I are all about access to justice. And so, you know, like, having this type of broad access is incredible, especially for those of us who are in solo or small outfits, you know, in the ecosystem. So thank you again, Mike, for sharing. Do you have any questions, Cal, before we kinda jump forward here in our discussion? No. You know, I just think, Mike, you were really poignant. You made a point there that was really, also emphasized in the, chat here. Somebody asking about relying on AI and, how, you know, these tech providers, specifically InfoTrack, because we I can speak to that. If we say if we discuss and chew on a pain point with you all, you are looking to solve that pain point. And so that's where, yes, we may not be able to rely on AI in these in our closed, you know, systems that we're working within in the different spaces or sectors. However, we can lean on our partners that are helping to create operational, strategies that actually impact efficiency and impact workflows no matter the environment we're within. Because like Christine said, some of us are working with really lean resources. Right? And some of us are resource deep and heavy, but we wanna democratize that. We we don't wanna gatekeep these these tools and resources, and InfoTrack has done that specifically with this docket sync. We are seeing how instrumental it is in, number one, it's keeping us the human in the loop. Right? Because we're taking that human judgment and we're mixing it with the technology that's available, which in the end is risk mitigation. Right? We're not like Mike said, we're hunter to manager now. We're due from the doer to the strategist. Right? We're not just the paralegal. We're not just the support team. We are the strategists. We're practical, we're tactical, and we're strategic. Right? Which what does that mean, Christine, when it comes to the projects that might be coming in front of us? You are so funny because I actually use my month. That's my those are my anchor words, three anchor words for this year, Kelly, and I've been saying it to my students even last night. I'm like, practical, tactical, and strategic. This is. how you move towards operational excellence. Right? I like to say it. This is kind of I'm I'm telling you, I need to get in the t shirt game, I think. Right? The Swiss army knife of the law firm. That's what I want you to envision for yourself. Right? Because you're like that multitool that can do many things and efficiently because you use technology to assist that. And I I really wanna address that issue with respect to the AI because we're moving so much towards that as an industry. Right? By the way, not well because I saw yesterday that two more attorneys were sanctioned for hallucinated case sightings in their briefs filed with the court under the attestation signed under penalty of perjury that this is my work product. This is accurate. Must we go through this again? Right? No. Because if you had paralegal eyes reviewing those briefs, those would have been flagged and not filed in the first place. Lean on your traditional workflows. Right? Supplement them, augment them with technology, but you are always at the center. You are driving this. Right? You are mission control. You are command center. So please don't don't lose sight of that, human judgment. Right? And also these durable skills that we've talked about in terms of docket management. What I'd really like to underscore is the communication piece. Right? But also understanding that I'm part of a team. We are rowing the boat in the same direction. Right? Because we don't want to be the, the person that cost the team the millions of dollars because we, inadvertently, omitted to do something within, you know, that task function in our workflow. That could be extraordinarily, complicated, complex. It can have, very, very consequential impacts on our cases and to our attorneys. Right? But these tried and true skills, you know, we don't have to tell you paralegals. We you know, these are your superpowers. Right? Right? Being time efficient, being organized, understanding prioritization of tasks. I'm at the point I don't know about you, Kel, but when the attorneys come to me and there's a few that come to me with projects, and I'm like, that's a two hour, that's a one hour, that's a four. Boom. And then I have to, right, I have to, prioritize based on deadlines, but that comes with wisdom of practice. Right? That's not something that AI is going to necessarily be able to to, understand and figure out for me. And, also, I have to deal with three different personalities that like to do things in their way. So I have to adjust, and that's something that we we kind of talked about before in previous episodes, but being agile, right, and adaptable. Understanding the being the capacity to read a room. These are really, really important, skills and factors, in our, our case workflows and in our roles as paralegals. And the way that we wanna tie this into this whole concept of the paralegal pathway on the road to Nella. By the way, is anyone coming in person. to meet us at the Nella conference in July? I hope so. It's gonna be in Denver, Colorado. What? I'm so excited. I love Denver, and it's going to be a real, treat, I think, for folks who have never attended the NELA conference. It is really, like, the premier conference and meetup of really I the best of the best is what I would say. Cal, is that your experience too coming to the, NOW conference? yes. And it's not just about the educational experience you get there because you do. Your eyes are open to so many new, tech tools and ways to do things. But it's really about connecting with others in our field and seeing, you know, how they operate and what they do to really ensure that they're operating, in the most excellent manner that they can. And so when we're talking about this paralegal pathways connection, what we're talking about is, you know, find where you're passionate about. Maybe you love data. Right? Maybe you love discovery. Maybe you love, client interviews. Whatever it might be. Right? Zoom zone in zoom in on that skill because what that's going to do is it's going to create pathways for opportunity for you to grow as a paralegal and to really architect the career that you want. Right? And we have to yes. Technology is not going away. It is gonna continue to evolve in front of us. So we have to embrace that these tools augment our work. Right? And they don't and and like Christine said, we have to be flexible. We have to be agile. We deal with a lot of different personalities, both, you know, internally with the different attorneys we might work with, but also externally. Right? And so when we start really shining in those areas, we might see a new pathway for ourselves to really flourish, similar to Christine. Right? Getting into being a paralegal educator. Right? Being a business development in within her firm. She is a department of one, and that department of one handles a million different things. But she's worked on those specific skill sets to go down those pathways. So when we master some of these things, right, some of these foundational items that are necessary across all legal ecosystems, we are opening doors for opportunity, not just for us, but for the team we support as well. Thinking about legal operations. Right? If we have an understanding of the accounting and the costs and the, you know, the actual operational nuances between some of these technologies and what it what it leads to for client services, the delivery of legal services that can allow us then to go into legal operations pathway or maybe leadership or management pathways. And this is how, as paralegals, we start aligning ourselves as owners of the workflows that we are creating or that we're perfecting. Right? So, Christine, you have some great practical scenarios. I think we all do. do. I've shared some already. But, you know, honestly, this is really this is real time. Right, folks? Anyone feeling me on this situation? Where does anyone else's attorneys work? I'm not trying to put anyone on blast. But does anyone else's attorney wait till the last minute to file things and the deadline's, like, within, like, less than an hour where you have to file or it's not going to be accepted. Yeah. Big problem. So guess what? Figure look at the chat blowing up. I'm not alone, Kelly. I'm not alone. So that makes me feel a tiny bit better. However, how do we manage that? Right? How do we manage that pain point? I lean into tech and and lean into it hard. Right? Because I have to. I'm optimized, and I need to be that way because I'm a split role. I'm hybrid. I'm senior paralegal and I'm business development director. Right? So I have to be able to function at capacity, a lot of the time. And so this scenario here, right, it's just that exact thing where we have, you know, something that's maybe filed at the you know, right before the courthouse closes. Right? Even though we have the ability to file up till 11:59PM. Anyone else staying late, meeting those deadlines? Yeah. Here. This one too. So but, nevertheless, when we have access to information that gives us even more time, right, to what? Employ and deploy strategy. Strategy. Mhmm. Because if there's an ex party filing, if there is something that is urgent or the court orders, you have seven days to respond to this. Right? We better get on the horn quickly. Right? Who's responsible? You have to identify and map. This is what I taught my students. You have to be that project manager. What is your workflow map? Who are the stakeholders? Who needs to know who's on the need to know basis? Who needs to be flagged immediately if something like this comes up? Right? What are the next action steps? How can I insert myself and already be proactive? I'm already drafting. I'm already drafting. Right? I'm on the ready. I'm ready to file. Right? Because I know, I have that experience and knowledge that once I review and assess that docket and that item that's been filed, what are those triggering triggering events and what are those deadlines? But I really, again, lean into that tech. And when I have that immediately notify me and it's already downloaded and I just, by the click of a button, have access. Wow. Outstanding. Good on me. Right? But again, back to these skills, you know, and I really appreciate that conversation about automation and AI and what does this doing to our workflows. We're hoping that you're seeing, right, from these types of discussions that it's going to really, require us to lean into our durable skills, collaboration. and communication. Right? Making sure that we are really that person in charge, that point person directing, like, air traffic control. Right? Directing the traffic and making sure that we are watching it timely and giving us buffers, best practices. Right, and training everyone on the team to employ and deploy those types of habits. Right? Because there are multiple stakeholders in our ecosystem. Right, Kelly? For me, it's just me and the attorneys. But we're for you, you're in a nonprofit, or excuse me. You're in a governmental agency right now. So who are your stakeholders? Because you have multiple offices. Right? Absolutely. Well and, you know, I think one of the things I didn't know becoming you know, going into legal field, I also had to become a firefighter. Right? Understanding and, you know, when Christine's saying these you know, making these points, all I'm envisioning back here is, like, how do I hold on to this fire hose? You know? Like, because it is wild and crazy and very powerful, but there are fires everywhere. And that not only creates stress, right, for us, but it then it it kinda shuts us down on that collaboratory communication abilities. And so when we can connect that and see, okay, our our whole team is trying to hold on to this fire hose right now. And in in my space, we're talking, you know, multiple attorneys in multiple offices with multiple legal assistants, multiple paralegals, multiple legal secretaries, plus law office administration, your executive leadership. Right? There's all these different factors. And in the government setting, we have our client is an agency of the state which means you have a lot of clients. And that ability to translate what is going on in the docket to communicate clearly to those that need to know the stakeholders, right, leadership, and whether it's agency client leadership or the actual leadership within your team, we have to communicate effectively. So if we're trying to manage this fire hose at the same time as communicating, it becomes really the a huge friction point. Kelly, And I you see the the chat? I love this. I love our people. Someone on us said, legal firefighter. Is that what you're gonna put as your title on your resume? This mean, is hilarious. work. I love this. Again, just a reminder. We're gonna be it now. Come meet us in person. That's the best. You can't AI the human out of humanity. Right? Come see us. We wanna see your faces, and we wanna get to, you know, have that kind of fellowship with you. So please do come see us. But what we really want for you to reflect on today is we're kind of winding down our discussion. We did save time for some q and a questions. I I love what's coming up and people sharing. I love story sharing, don't you, Kelly? I use that as. an effective can't stop laughing. over here. It's. hilarious. It's so love. this. It's hilarious. But, really, right, we want you to for today's today's topic and content. Right? Why would we not want to have manual docketing tracking anymore? I think we've already demonstrated the value there. Right? Because, like, for me, what coming from federal into state, I'm like, jeez. Why don't they just automate this? Why is it inconsistent from court to court to, you know, family to probate to civil? It is just just it is so frustrating. Right? So thinking about where that, we can reduce that type of friction and inefficiencies and how that automation can reduce that stress and also, right, increase our billable work. And think about what you know? And by the way, Alex, I think earlier in the chat, he put in that link to the web page for the paralegal power hour. Think it was a web page where we're posting resources. We urge you on the last episode because you asked for resources. We love the resources, Kel. So we're bringing in our educational content and material for y'all for all your benefit. Right? You get a resource and you get a resource. Everyone gets a resource because we want you to take this away and use it. Don't just stare at it. Don't do it by, you know, like, osmosis. Right? You just put it under your pillow and try to get it in there. You have to interact with it. You have to have dialogues with people. Keep coming to communities like this where you can have these types of candid conversations. Right? But crucial crucial conversations. So really think about that today. What's coming up next? Episode four of six. This is a limited series. Thank you so much again, InfoTrack, for this opportunity. We appreciate you seeing us. We appreciate you elevating us. But the next topic on demystifying is this bookkeeping and financial workflow. This persnickety thing of how do we build a client? Are we capturing costs properly? Who who, pulled down that, you know, item from the online court portal, and where did that get charged? And how did that get charged? And is it going to someone's credit card? Did we capture that on the invoice? Right? So these right. are how does that workflow work? Right? I didn't I didn't go to school to be a financial person, but guess what? Remember? Multi tool? Swiss army knife? Sometimes when we're in small or solo outfits, we have to figure out these workflows and processes. But guess what? Tools, technology, Mhmm. right, equals what? Efficiency. Alex, who's the winner? Ding, ding, ding, winner, winner chicken dinner for our most active participant. today. Yeah. And just gotta do my little disclaimer that this is in no way scientific. I'm just kinda trying to keep an eye on both chats. I guess there were two chats today. But, we have our three for this for for this month, and they are I don't know why it's formatted like that. Sorry about that. We got Anna, Cassandra, and Millicent. Our winners will follow-up with you after this, webinar concludes. If you didn't win this time, I know there were a few people that were on the bubble. Join next time. We got three more of these coming up. And as Christine and Kelly may have mentioned, the next one is actually at our, Infotrax free virtual conference for all sorts of legal professionals. We've got some CLE there too if you wanna bring in an attorney. Should have some paralegal credits too. We're about to announce that. So anybody who's registered for any of these sessions will get a notification from us when we open registration for LegalUp, but you can also just register for the next episode, and, we will we will notify you to get registered for legal up, if you register for that next episode, which is at that pin link in the chat. Awesome. Were there any questions, Alex, that you noticed? I think we tried to lot of questions. oh, boy. Yeah. Well, we have one minute. hope people have a little bit of time to stick around. If not, yeah, if if if some people have to drop, well, Mike will be on this, to answer any that are relevant to DocupSync, but. I'll get to those, Yeah. now. Yeah. So let's see. I'll put up the first one from Anna. Any idea what is the most missed or misunderstood docket entry? And are there any that should be prioritized? like, all of the above. Right? No. Well, it's really and here's my attorney answer because I play one on TV. It's really depends. It depends on when your k what you're it's happening in your case. For example, if we're really at the outset of the case and that, we have filed the, complaint and we're representing plaintiff, what happens next? Triggering event, I need to get that served within the time period required by the local rule court rules. Correct? That means I better get on the horn service of process. Right? And if I don't get that done within that time period prescribed by the court, guess what happens? OSC, the dreaded OSC, Order to show cause. Why didn't you serve this timely? I think it really just depends on what's happening in your case, and that's why we're under we're trying to communicate to you the flex in this. The flex is understanding and integrating the data that you're receiving from those dockets and applying it to the civil procedure, right, as learned legal professionals. Our skills matter. Skills matter. Right? Absolutely. Yeah. We can try to delegate that to the AI, but we have to understand how are we, navigating. Right? How are we navigating when, we are proactive in these situations? Hopefully, that answers your question, Anna. And by the way, Anna was my former student. I'll you, for being? here. I would add to that, answer that, everything should be prioritized because you don't know what it is until you actually look at it. And I'll just briefly mention the war story that we spoke about that I think a lot of folks in the doctoring community have heard about. It was bought over a decade ago. I won't mention parties or firms, but, a firm got an update from PACER that PACER, mislabeled a an actual final order was mislabeled as some sort of pro hack v ci action, and the document clerks ignored it. And the thirty days to appeal expired, and the second circuit bay said it was the firm's responsibility to check the docket even though PACER itself mislabeled it. So everything is a priority, to look at, I would say. Ouch, Mike. Ouch. Okay. Anything. else to add, Cal, or we want to go to the next question? You know, I I think you made a good point in there, both of you did about the initiating documents. You know, service of process and what that looks like on the docket on the docket for initiating cases can be really confusing, and and trying to understand which parties have, effectuated service or haven't actually accepted service can be really difficult. So I agree with Mike. Everything is a priority on the docket, but really at the front end of things, it's really important to make sure that accuracy and, you know, that the thoroughness of it, in order to ensure proper mechanisms are in place moving forward in the case. Great question, Anna. Awesome. I can tell, yeah, I can tell Anna's one of your former students because she's got a lot of questions in here. They're all good, ones. she's a one, yes. rock star. She's a rock star. Yeah. He's also asking, what are some of the best practices that you recommend to verify deadlines? I use rules based calendaring myself. Yes. Same. And I also create a spreadsheet that has automated backwards build of your deadlines so that it's a double check sort of thing out of your docketing system. And I did I will say I did share one of my templates or exemplars with my students last night, which is my litigation case summary. It's an Excel workbook that has worksheets in the tabs, and it basically follows the flow of the life cycle of the civil litigation matter all the way from pre lit where we're doing assessments on damages, calcs, and then through, litigation budget of our defense, you know, because I have to provide, budget to the carrier counsel for insurance, purposes. And then, moving into, like, the organization and tracking of my discovery and pleadings of the case. Right? Because I'm keeping my own internal. Because I'm checking against my docket. Right? What I call a pleading index versus what is being reported out from the court. Just to make sure. Right? And this probably feels like a a good place to plug also that InfoTrack has a new integration with, LawToolbox where when you file, it will push a a calendar event or a docking event back to your LawToolbox account where you can set up triggers to run all sorts of rule based deadline calculations and things like that. So another way you can little thing after our our idea collective thing powered by it. InfoTrack Intelligence? See? I'm telling you, they look at our friction, right, and our pain points, and they're really stepping up, with these types of integrations that are really mission critical for, mitigation of these types of risks. Thanks. More from Anna. Do you have any, recommendations for handling ambiguity or incomplete entries? Rely on your team. Teamwork makes the dream work. What did Bob say to us in that one episode that we recorded on our podcast, Cal? The practice the practice of law is a team sport. a team sport. Right. And I would also, you know, suggest getting comfortable with communicating with your court clerk, the court clerks and the the clerks the filing clerk's office, because when errors do happen, and, you know, somebody when we realize there is an error, it is essential to point it out and be accountable for it. So, I think it's it's just important to open those pathways of communication. Awesome. I'll give somebody else a chance real quick. Skip over to Natalie. Kent, how do you most effectively manage docket entries that change without notice? For example, I've seen dates for hearings change without notice of continuance. This is where, the automation yeah. piece comes in. It's? It's. this is why I love the federal court systems thing that they deployed. Right? Because it has to be uniform across, the courts. We have to have that effective notice. This is what we refer to as procedural due process. Right? I have to have fair notice. Otherwise, how am I going to be expected to respond? So these are things where this is, you know, where if you don't have automation built in, you're gonna have to be the automation and, unfortunately, being that manual tracker, logging in weekly or whatever your cadence is to make sure that you're looking at these, notices on the docket or whether listing, upcoming hearings or, you know, whatever, you can look there and see if something and cross reference it to your, your internal calendaring system, And I'm I'm is. gonna give that favorite answer of it depends, truly, because it also depends on I work in inmate litigation, and, notice is actual given by paper, you know, a paper trail. And so snail mail is still utilized, very heavily in our space. And so you may not get notice of a continuance until after the continued hearing already passed. And so it it can be very problematic. But, again, this goes to we see that the federal courts standardize the system for this, and we, you know, would expect that sometime in the near future, maybe ten years from now, state courts will all be able to, you know, get on that same sort of standardized notification train. Great answers. Awesome. If if the if the, appearance or hearing date hasn't been noticed, though, but it has been added on the docket, That is something that, DocketSync would also support pushing into your practice management system calendar. Yeah. And also any updates to that date that hit the public docket will be edited there as well. Oh, that's great to know, Meg. Yeah. Very good to know. Yeah. Okay. This might have been a follow-up question for one of the earlier ones considering the risks. Are they in order for most missed, or is there a specific one that is most missed that might have been trying to think if that's in relation to, Prioritized. oh, yeah, the question about prioritizing, which, yeah, I'm trying to see if I can find that exact question. But we got a few to get to. Well, we'll see if we can loop back to that later. But, let's see. What are some skills legal professionals to develop to become more proficient in document management? Reading between the lines. Clairvoyance. Right? Psychic abilities? I don't know. I I really think it's, becoming comfortable and confident, with the the different terminology that you might be presented with, you know, becoming agile in and and comfortable asking questions, which means you have to be comfortable communicating with the court clerk or the filing clerk, if you're talking about state court. So it's it's really confidence and communication skills, I think, are really high up on becoming more proficient in document management, but also embracing and adopting the technology and the tools that are available. Karen Culp asked, can you discuss linking to other docket entries and sealed filings? So, I think, Mike, this is where you can chime in because this is where you're doing tracking on other cases, which I had mentioned in one of my civil cases. There was a a criminal case or two criminal cases that I was interested in that supported some of our, work product that I needed to push in the instant case. And so I was having to manually track those other two, and they were not even available online. So I had to send my, attorney services to do k case research and copying of the physical file for, that evidentiary material that I needed to support our work product. And, yeah, I did, I don't know if this is the right answer to the question, but, you know, we do support, tracking and syncing cases that you're not appearing on in the state courts. That functionality is coming to the federal courts. We generally try to stay hands off of sealed documents. Yep. Generally, those are fewer and far between, but there's a lot of security risks with hosting those type of documents that, we think, you know, both for ourselves and for the privacy of of your clients. So, those are are generally best handled, manually. I may be dating myself here, but I, you know, just deja vu about going to the clerk's office in the underbelly of the courthouse to look at microfiche of, yeah, yeah, some microfiches. Some of you might not even know what that is, but and then going and saying, can you print this thing off for me from, you know, this film number? In that so, you know, I think some of the the antiquated ways that we operated are still very antiquated simply because of the information that has to be protected in those, which a lot of sealed filings, that's what you're dealing with, especially in the juvenile courts, in different systems where, the information and the data cannot be publicly available. Kelly, you brought it here to my I'm laughing because I was just listening to a podcast, Amy Poehler's podcast, Good Hang, and she was interviewing Regina Hall. And so you and I are the same age demographic, Gen x. And so this would brought she Regina Hall brought that up. She's like, she talked about microfiche, and you said it right now. Synchronicity. Right? Because. we we we did we are not digital natives. Right? We were before the Internet was a change. Yes. We are dating ourselves. But, you know, we've had to really adapt and adapt, right, to. our. current workflows. Exactly. You know? Everything's figureoutable. Indeed. Alright. Indeed. And do I do, Melissa, see your question about recommendations on how to, be a paralegal now given your background. So, I think on our last slide is our contact information, so feel free to and we're also, on LinkedIn. We're very active on LinkedIn, so you can reach out to us that way. We probably, you would probably want to connect with other folks that are in our idea collective mastermind group as well. Mhmm. Alright. I'm thinking Whitney. a got a couple questions here that are probably for for Mike. Does InfoTrack provide the same tools as Clio for docket sync? If I'm reading that correctly, I will say that so DocketSync is part of the InfoTrack platform, and it is fully integrated with Clio. So everything I spoke about that DocuSync does is available as a through a Clio integration. Cool. Jennifer Goodwin asks, do any public defense or state agencies use the system? We are I don't know at this moment, but, primarily, we are, very prevalent with, civil litigation. Firms is our largest, our largest base. Cool. Defense and and plaintiff side. Awesome. And and, again, what are some of the most critical docket entries that legal professionals should keep an eye out for possibly triggering an immediate calendar action. I would say minute orders. I was just gonna say that, Kelly. K. And I think this is the last one. Is there a guide or a video to explain explaining how to get docket sync through the platforms? We do have a guide in works, but, currently, I am available to be that guide. So, it is very quick and easy to explain. So I think Alex will explain how, we can set up some interactions, for that, as we, get that guide ready for you. I'm happy to walk you guys through. Yep. And I'll post it, again in both chats, oh, but sorry, Alex. oh, sorry. Just, both the the links that I posted in both chats, if you fill those out and, request a demo of DocketSync, you will inevitably find your way to Mike. He'll he'll be the one talking to you. by the way, folks who are still on and watching this later, why Mike and I really resonated and why we suddenly have an hour long conversation about docketing of all things is because he has an extensive he knows. Right? He understands the process because he was inside. Them. And I didn't even know this was a thing in New York. It's called the managing clerk's office. It's a thing. I think this is probably the equivalent of a docketing department for these. larger law firms, but he actually has that kind of, experience. So he understands, our pain, which is quite helpful. Yes. I I my job for many years was to be the scapegoat of the, you know, what actually hit the docket. What you know? So any mistakes that happened along the way, I was the final, you know, chain in that. So I I spent the rest of my career trying to build out technology to make that easier, and I hope I can help you guys too. Command center guru. Alright. That's what you are, Mike. I like And. I, think this is I did see some, oh. large law folks on the call. So you probably remember me as document from prior lives, was my moniker. So, it's By the way, Mike, someone in the chat is asking for your full name and contact information. it. is Michael Montalto, and I think, Alex, can you put that in the Yeah. I'll put it in both chats. Just give me a second here. yeah. Name is in the email, so it I'll just put the email. You're about to get hit, up, shoot. Mike. Now now I. misspelled it. Sorry. And there's no there's no edit function in these, so you're gonna have to use the second chat I posted there in the session, and then I'll retype that in the other one just in case anybody missed it. We got one last non docket sync related general question. I don't think we've done this already, but it's been such a long q and a. It's you'll have to stop me if you already did this. What are some of the skills legal professionals to develop to become more proficient in docket management? Did we do this? There have been some similar ones at least. Okay. I think we have actually a slide that addresses that. Right? Well, Yeah. and also true. kind of boils down to this practical, tactical, and strategic. You really have to be proactive. Right? Understanding and here's here's the bottom line. Lifelong learning. Right? Just technology is changing. It's evolving, and we have to evolve with it. Exactly. Okay. Alright. I think that's that's it. That's the longest session I think we've ever had. Well, Well, thank you for bearing me value. us. Right? I. think they find value in this. So I hope this has been a good investment of your time. It's always such an honor for Kelly and I to join you all and to be in community with you. And, like I said, join us what Alex said, he'll post information about legal up. Oh, my gosh. It's our favorite thing. We share it with all of our students and network. It's an amazing, amazing event production that InfoTrack puts on outside. That's actually how Kelly and I got started with InfoTrack many, many, many, many years ago, speaking for LegalUp. So, it's really something that we attend every year because it's so invaluable, the content. And, also, remember, July. Meet us in person on the road to Nella. Denver, Colorado. That's right. Thanks. for joining us today, everyone, and thanks, Alex and Mike, for, you know, giving us all these great insights and for leading the ship here for us. No problem. Thanks again, Christine, Kelly, and, Mike for joining us, and we'll see you next time at LegalUP. Alright. Hi, everyone. Take care. Bye. Bye, everyone.