Scope and instructions
Confirm the case type, requested service, available record, deadline, preferred format, templates, communication channel, and approval process.
A defined assignment with clear expectations.
A clear and collaborative workflow
We adapt to your firm—not the other way around.
Every firm has its own procedures, templates, systems, and expectations. CIMS works within those structures, manages the operational workflow with independence, and elevates only the issues that require legal judgment or approval.
Record and data review
Review forms, declarations, evidence, notes, and prior filings. Analyze timelines and structured case data to identify gaps, inconsistencies, missing records, and focused questions.
An organized factual and operational roadmap.
Analysis and recommended path
For complex or inconsistent matters, present the supervising attorney with the relevant facts, risks, open questions, and a recommended development path. Straightforward matters proceed under the firm’s agreed protocols without unnecessary interruption.
A concise recommendation that makes attorney review and decision-making easier.
Development and preparation
Prepare the requested timelines, declarations, forms, addenda, indexes, factual summaries, or digital filing materials.
Substantially complete work product aligned with the firm’s instructions.
Attorney legal-strategy approval
The supervising attorney reviews the recommendation and work product, determines eligibility and legal theories, and confirms or adjusts the legal strategy.
A clear legal decision and any focused revisions.
Final quality control and delivery
Incorporate corrections and check factual consistency, names, dates, document order, pagination, file naming, and completeness.
A clean, submission-ready package for final attorney authorization.
Use your systems—or work through CIMS Portal
Firms may choose to work through CIMS Portal, our own Case Management System. Alternatively, CIMS can work within the systems already used by the firm, such as Docketwise, Clio Manage, MyCase, Google Workspace, Microsoft 365 and Word, Adobe Acrobat, shared drives, project-management tools, and other secure systems approved by the firm.
Confidentiality structured around the firm’s obligations
CIMS is prepared to enter written confidentiality, non-disclosure, and data-handling agreements aligned with the supervising firm’s requirements, the applicable jurisdiction, and the attorney’s professional obligations. Case information is handled through access-controlled systems and workflows approved by the firm.
Start a conversation
A reliable workflow starts with a clear assignment.
Let’s discuss your firm’s procedures, current workload, and review preferences.