I’m reevaluating how we track petitions, notices, inventories, and accounting due dates in estate administrations across multiple counties, and I’d appreciate recommendations on dependable docketing tools that integrate with e-filing and shared checklists (we’re on Microsoft 365). General information only — I’m not seeking legal advice; for case-specific deadlines and requirements, please consult a qualified attorney and follow your local rules.
We’ve had good luck pairing LawToolBox in Teams/Outlook with a Microsoft List per estate for petitions, notices, inventories, and accounting checkpoints (https://www.lawtoolbox.com)… Tip from my setup: create a Trigger Date and a calculated Due Date (county-specific offsets), then use a quick Power Automate flow to push a Planner task and shared calendar event when the trigger is set. E‑filing integration is still spotty, so we parse e‑service emails to auto‑create items and always confirm case‑specific deadlines with the attorney and local rules.
Building on @claire_w88, we set a Power Automate flow to watch the e‑filing inbox for “Accepted”/“Filed” emails and auto-create due-dated tasks in a SharePoint list per estate that surfaces in Planner/Teams; just confirm county quirks first (some only send PDFs with no parseable text), so the trigger doesn’t miss anything.