Overview
MyCase has a built-in tool for managing your Statute of Limitations (SOL) dates. You will never have to worry about missing a Statute of Limitations deadline ever again. This help article will show you how to create and monitor Statute of Limitations dates for your cases.
Enable the Statute of Limitations Feature
Your firm's Admin User will have to enable this feature before it can be used.
To enable, open the Settings page.
Under the Firm tab, click on Firm Settings.
Next, you will click Preferences then Edit Preferences to enable Statute of Limitations.
You will also have the option to set up Default Statue of Limitation Reminders.
Defining a Statute of Limitations Date on a Case
When opening a new case, there will be a date picker that lets you define a SOL date for the case. Once you've defined a date, you will then have the option to create one or many reminders that get triggered before the SOL date arrives. Reminders will be sent to all firm users linked to the case.
You can edit the SOL date on an existing case by opening that case's details page, then clicking on the Edit button.
Unsatisfied vs. Satisfied
MyCase lets you keep track of which Statute of Limitations are unsatisfied and satisfied. This makes it simple to know whether or not a particular case needs immediate attention or not. When you open a Case Details Page, under the case's name, you'll notice a field for Statute of Limitations.
You will either see the that the SOL is Unsatisfied (red), or that it has been marked Satisfied (green). Clicking on the slider will toggle the SOL between Unsatisfied and Satisfied.
Statute of Limitations on the Calendar
You can view all SOL dates on your calendar.
Open your calendar.
Enable the Statute of Limitations calendar in the left hand menu.
SOL dates appear on the calendar in gray tiles. In the example below, the SOL date for Hubbard vs. Brainerd.
Generating a Statute of Limitations Report
You can generate a detailed report of all your SOL dates.
Open the Reports tab.
Under Case & Contacts Reports, click Statute of Limitations.
You can then define your criteria for the report (what types of cases and unsatisfied/satisfied SOL).
When ready, click Run Report to view the SOL report. Click Export if you would to download your report as a PDF or .CSV file.
