Filings
A filing package from draft to receipt, attorney approval, proof of submission, and the milestone the client sees.
For: AttorneyStaff
On this page
A filing is a package the firm submits to a court or agency. In LegalBook a matter is never treated as filed without proof.
The filing board
Open Filings in the Production workspace (attorneys see it in the Attorney workspace). Quick filters: Awaiting my approval, Awaiting receipt and Follow-up due. You can also filter by status, method, matter, destination and submission date. A filing that supersedes an earlier version is marked.
The filing lifecycle
| Status | Meaning |
|---|---|
| Draft | Being assembled |
| Ready for review | Waiting for the attorney |
| Approved | The attorney approved it |
| Ready to submit | Cleared to send |
| Submitted | Sent, with proof recorded |
| Confirmed | Receipt recorded |
| Rejected, Returned, Failed, Cancelled | Ended without a receipt |
Methods are mail, e-file, portal, courier and in person.
Prepare and approve
- Staff with filing permission add the documents to the package. Only accepted documents can be added.
- When ready, they send it for review.
- The attorney opens it from Awaiting my approval or from the attorney home, reviews the packet, and chooses Approve or requests changes.
Approving, requesting changes, revoking an approval and cancelling an approved filing need filing-approval permission, which is an attorney's. An open discrepancy on a fact the filing depends on blocks it.
Record the submission
Choose Record submission and provide:
- the proof document (upload it, or pick an accepted one),
- the tracking number,
- when it was submitted (not in the future),
- the fee payment.
Record the receipt
Choose Confirm receipt and enter the receipt number or attach the receipt notice. LegalBook records the receipt on the matter.
If no receipt arrives by the follow-up date, the filing is flagged and a follow-up repeats on the firm's schedule.
What the client sees
When a filing is confirmed, the client portal can show a plain-language milestone, for example that the application was received. Only milestones the firm has given a client-safe label are shown; internal milestones stay hidden. See What clients can and cannot see.