Susan manages the full civil litigation lifecycle — CPR deadline tracking, Precedent H costs budgeting, court bundle assembly, disbursement recording, and opposing party management — all on-premises, all under your control.
Book a Free DemoSusan structures each matter around the stages of civil litigation — so nothing falls between the cracks as a case progresses from pre-action protocol through directions, evidence, and trial.
Track protocol letters, response deadlines, and pre-action disclosure. Record limitation periods with automatic alerts as dates approach.
CPR service deadlines calculated from issue date. Acknowledgment of service period tracked. Defence filing deadline entered automatically.
Precedent H costs budget prepared and tracked against directions. Case Management Conference preparation checklist generated automatically.
Statement filing deadlines, expert instruction records, and expert report exchange dates tracked per matter. Documents tagged for bundle inclusion.
Court bundle assembled from tagged documents. Trial preparation checklist ensures nothing is missed. Post-trial costs claim prepared from matter records.
Deadlines calculated automatically from CPR-defined trigger events. Court vacation periods and bank holidays factored in. Multi-level alerts ensure fee-earners and supervisors are warned with enough lead time to act.
Structured around the Precedent H phases used in multi-track litigation. Record estimated and actual costs per phase. Approved budget amounts tracked. Over-runs flagged for court approval before they become a problem at detailed assessment.
Every court fee, expert fee, counsel fee, and out-of-pocket expense recorded against the matter with date, payee, and VAT status. Disbursement reports feed directly into the bill of costs. No manual reconciliation required.
Tag documents by type and hearing. Bundle assembly tool compiles selected documents in required order with automatic pagination. Export as a single PDF for e-filing or printing. Eliminates hours of pre-hearing administration.
All parties, their solicitors, counsel instructed, and any changes of representation recorded in the matter record. Correspondence threads attached to the relevant party. Conflict checks run automatically when parties are added.
Automatically generated trial preparation checklist created from the matter's directions order. Tasks assigned to fee-earners, tracked to completion. Supervisors see real-time readiness across all upcoming hearings.
| Capability | Generic Task / PM Tools | Susan Litigation Module |
|---|---|---|
| CPR-aware deadline calculation | ✗ Manual entry only | ✓ Automatic from CPR triggers |
| Precedent H costs budgeting | ✗ Not available | ✓ Built-in, phase-structured |
| Disbursement recording & billing | Partial (manual) | ✓ Integrated with matter billing |
| Court bundle assembly | ✗ External tools required | ✓ Document tagging and auto-compile |
| SRA Accounts Rules compliance | ✗ Not supported | ✓ Full client account controls |
| On-premises data storage | ✗ Cloud only | ✓ 100% on your servers |
| Opposing party conflict checking | ✗ Manual | ✓ Automatic across all matters |
Yes. Susan includes a CPR-aware deadline calculator that computes key procedural dates from trigger events — issue date, service date, acknowledgment of service, directions questionnaire filing, and so on. Deadlines are automatically entered into the matter timeline and generate alerts for fee-earners and supervisors ahead of each date. Court vacation periods are factored into calculations.
Yes. Susan's costs budgeting module is structured around the Precedent H format used in multi-track civil litigation. Fee-earners record estimated and actual time and costs against each phase of litigation. The module tracks approved budget amounts, flags over-runs requiring court approval, and produces reports showing costs incurred versus budgeted across each Precedent H phase.
Susan's document management module allows documents to be tagged by type (statement, exhibit, application, order, expert report) and bundled by hearing. The bundle assembly tool compiles selected documents in the required order with automatic pagination. Bundles can be exported as a single PDF for e-filing or printing. This replaces hours of manual collation before each hearing.
See CPR deadline tracking, costs budgeting, and court bundle assembly in a free 45-minute demo.
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