Can I paste the instructions in the notes?

Please do not. There is no field for instruction content on purpose, and the notes are for administration — chased twice, fee agreed, bundle updated.

Is the advice that comes back recorded here?

No. Record where it is filed. Advice, opinions and privileged material have no field in this register.

Is this the same as the document request tracker?

No. That one is about documents you are chasing from somebody. This is about material you sent out, and what you are waiting on.

Does it set a turnaround time?

No. The chase date is one you set. CompliMaint states no turnaround and counts no period.

Counsel & expert instruction log

Who was instructed, when, what category of material went, and where the bundle is kept.

Categories and locations, never content

The material field asks what KIND of thing went — the pleadings bundle, the site photographs, the two reports — and never what it said. There is no field for an instruction, for advice, for an opinion or for privileged material, and there will not be one. Nothing typed into this product is protected by anything this product does, which is precisely why the tool is built this way round.

Where it is kept is a required field

Because that is the question you will actually have in six months, and because the register only works as a pointer if the pointer is filled in. The authoritative bundle and anything that came back live wherever your matter file lives; this says where to go.

Related matter tools: Client communication log · Document request tracker · Matter tracker

A record that somebody was instructed and where the bundle is kept. No instruction content, advice, opinion or privileged material, and nothing typed here is protected by this product. Not legal advice. Everything runs on your device.

Questions people ask

Can I paste the instructions in the notes?: Please do not. There is no field for instruction content on purpose, and the notes are for administration — chased twice, fee agreed, bundle updated.
Is the advice that comes back recorded here?: No. Record where it is filed. Advice, opinions and privileged material have no field in this register.
Is this the same as the document request tracker?: No. That one is about documents you are chasing from somebody. This is about material you sent out, and what you are waiting on.
Does it set a turnaround time?: No. The chase date is one you set. CompliMaint states no turnaround and counts no period.