Global Task delegation

How to delegate a court filing to local counsel without losing control

Court filings are deceptively narrow tasks. The instruction must cover document version, authority, deadline, proof of filing, and what happens if the filing is rejected.

DS
Diego Santos
· 6 min read
How to delegate a court filing to local counsel without losing control

A court filing can look like an administrative task, but it carries real risk. A missed deadline, wrong version, rejected format, or unclear authority can affect the client. Delegating the filing requires precision.

Lock the final version

Make clear which document is final, who approved it, and whether local counsel may make formatting or procedural changes. If changes require approval, say so before the deadline pressure starts.

Give filing instructions, not background noise

Local counsel needs the court, case number, party names, filing deadline, filing method, required attachments, fee position, and consequence of rejection. They do not need the entire file unless it is relevant.

Ask for proof and fallback

The close-out should include filing confirmation, timestamp, receipt, stamped copy, or screenshot if appropriate. Also ask local counsel to report immediately if the filing is rejected or the court requires a correction.

A filing task is successful when the lead lawyer can prove what was filed, when, and by whom.

DS
Diego Santos
Litigator · São Paulo

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