TECH THE HALLS
AREN'T YOU AN EXPERT
MAKING A (CHECK) LIST
TELL IT TO THE JUDGE
BE THE BEST
SUBPOENAS GREETINGS
MERRY SUMMARIES
100
If you need assistance with legal research and summaries, this tech companion can help guide the way.
What is CoCounsel?
100
When sending documents to an expert, this must be updated in order to maintain an inventory of what has been shared to date.
What is an "Expert Matrix/Expert Log/Expert List?"
100
This must be obtained in order for a case to be officially dismissed by the court.
What is the Conformed Dismissal?
100
A team going to trial will use this document to calculate/track non court-related deadlines for trial preparation.
What is the "TM Trial Checklist"?
100
This new program will make its debut in late 2026 and will replace both Worldox and Prolaw.
What is "Litify"?
100
When a subpoena must be issued to obtain records, we will check this list to find the record retrieval service provide.
What is the "Carrier Vendor Matrix"?
100
A page-line summary is usually completed during this phase of litigation.
What is "Trial Preparation"?
200
When the handling attorney changes on a case, this department will help us update the staffing plan.
What is "Data@tysonmendes.com"?
200
For check requests, the Payables team can send them out the same-day only if the request is received no later than _________.
What is 2:00 PM PT?
200
When a case is transferred to another firm, this document notifies the court and all parties of this change.
What is a Substitution of Attorney/Notice of Change of Handling Attorney?
200
This company is to be used for all trial technologies - no matter what team or case.
What is "Avalie Trial Technologies"?
200
When a new matter is opened, TMQ will automatically add the initial carrier deadlines under this event name in Prolaw.
What is the "New Case Opened" Event Type?
200
When a carrier has no preference for a vendor when ordering subpoenas this is the vendor you would use.
What is "US Legal"?
200
These two standard formats for medical summaries are frequently used at T&M.
What is "Narrative and Chronological"?
300
Q: This AI tool was implemented this year to help with tracking your time.
What is "Hourglass" (formerly Traced)?
300
When a vendor or expert is on the "not-so-nice" list, their name will show on this page.
What is the "Vendors and Experts to Avoid" page on TMI?
300
When a case is closed, this change must be made to the calendar for the handling team.
What is removing outstanding report deadlines?
300
This latin term meaning "at the threshold" refers to a type of filing that commences as trial nears.
What is "Motion in Limine?"
300
Completing these two steps will qualify as a completed deadline or report in Prolaw.
What is marking an event as "Done" and uploading the attachment to Prolaw.
300
When a witness or custodian of records is located outside of the trial state, this is what you need to complete.
What is "An Out of State Subpoena"?
300
This one word answer when describing people is what you should NOT use to avoid causing confusion while drafting a page-line summary.
What is "Pronouns"?
400
Q: This tool is often used to compile multiple exhibits into a single PDF document.
What is "Adobe Combine Files" tool?
400
A "direct-bill" invoice will always be sent here.
What is "Payables@tysonmendes.com"?
400
Earlier this year, this team was removed from the required list of departments to include on a final closing email.
What is the "ITSupport@tysonmendes.com?"
400
This mandatory meeting is required, as a firm policy, for all matters going to trial and is scheduled at least 90 days prior to trial.
What is the "Trial Strategy Meeting"?
400
Look here to find out if a carrier has a preferred template for their mandated reports.
What is "TM Litigation Resources" cabinet in Worldox?
400
These five letters — UIDDA — refer to the law adopted by most states to simplify the process of issuing subpoenas across state lines.
What is the "Uniform Interstate Depositions and Discovery Act"?
400
It stands for Subjective Objective Assessment Plan.
What is the "SOAP"?
500
To check if citations and authorities in a brief are still in good standing, use this Thomson Reuters tool.
What is the "QuickCheck" tool?
500
This should be recommended when we want to ensure timely payment to an expert.
What is a "retention agreement"?
500
When a case settles or there is a trial victory, the team should update this TMI resource.
What is the Growth "Results Tracker"?
500
For most cases, Trial Binders should be completed and assembled no later than ___ days before Trial.
What is 7 days?
500
This day of the week and time is when billable hours have to be entered.
What is Monday at 11:59 PM?
500
We send this type of letter when a subpoena is past its deadline.
What is a "Meet & Confer Letter?"
500
These two types of jargon should always be translated into plain English in both a narrative and chronological medical summary, name one.
What is "medical abbreviations and acronyms"?