Tap any practice area to see how it works. Every deadline rule is our own reading until an attorney in your state confirms it, and the app says so on the screen. A computed date is never shown as certain.
Adoption
This is how an adoption matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What kind of adoption is it: agency, private, stepparent, relative, or international?
- Which states are the child and the adoptive family in?
- Have the birth parents consented, or is termination needed?
- Might the child be an Indian child under ICWA?
- The matter moves through these stages
Intake → Home Study → Consents / Termination → Placement → Supervision → Finalization → Closed
- The papers it checks are on file
- Engagement letter
- Home study
- Consents or termination orders
- Interstate compact (ICPC) approval
- The deadlines it watches, each with a person responsible
- Consent and revocation windows, set by state; attorney confirms
- Interstate placement waits for ICPC approval from both states
- Involuntary case involving an Indian child: no hearing until at least 10 days after the parent, the custodian, and the tribe get notice, 25 U.S.C. §1912(a)
- What the AI never does
Never tells a family if an adoption will be approved or if a consent will hold. Every filing it drafts is for attorney review.
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Appellate Practice
This is how an appellate practice matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Which court entered the order or judgment, and on what date was it entered?
- Is the government a party to the case?
- Was a post-trial motion filed, and has it been decided?
- Who was trial counsel, and can we get the full record?
- The matter moves through these stages
Intake → Notice of Appeal → Record → Briefing → Oral Argument → Decision → Closed
- The papers it checks are on file
- Engagement letter
- Judgment or order appealed
- Notice of appeal
- Record designation
- The deadlines it watches, each with a person responsible
- To appeal in federal civil court, give notice within 30 days after entry. It is 60 days if the United States is a party, FRAP 4(a)(1). Federal criminal: 14 days, FRAP 4(b)(1)(A)
- State appeal deadlines are set by each state's rules, and they are jurisdictional, which means a late appeal usually cannot be heard. The attorney confirms them.
- Petition for certiorari: 90 days after entry of judgment, Sup. Ct. R. 13.1
- What the AI never does
Never tells a client whether an appeal will succeed. Record citations are checked, and every brief it drafts goes to the attorney.
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Bankruptcy & Debt
This is how a bankruptcy & debt matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What kinds of debt are pressing hardest right now?
- Is anything already in motion: garnishment, foreclosure, repossession?
- What are your income and household size, roughly?
- Have you filed for bankruptcy before?
- The matter moves through these stages
Intake → Analysis → Preparation → Filing → 341 Meeting → Discharge → Closed
- The papers it checks are on file
- Engagement letter
- Credit counseling certificate
- Schedules + means test
- Petition package
- The deadlines it watches, each with a person responsible
- Emergency-filing triggers (sale dates, garnishments)
- Credit-counseling completion before filing
- 341 meeting and reaffirmation dates
- What the AI never does
Builds the schedules from the papers and shows the source of every figure. Choosing which property to protect (exemptions) is the attorney's call.
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Business & Contracts
This is how a business & contracts matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What is the business, and who are the parties involved?
- Is there a signed agreement, and can you share it?
- What outcome do you need, and by when?
- Is there a dispute in motion, or is this preventive work?
- The matter moves through these stages
Intake → Diligence → Drafting → Negotiation → Execution → Closed
- The papers it checks are on file
- Engagement letter
- Governing documents
- Contract under review
- Term sheet / redline
- The deadlines it watches, each with a person responsible
- Cure and notice periods from the contract
- Option and renewal windows
- Statutory demand response dates
- What the AI never does
Contract review pulls out terms and shows where each came from. Judging the risk and planning the negotiation are the attorney's job.
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Civil Litigation
This is how a civil litigation matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Who is on the other side, and what is the dispute about?
- Have you been served, or are we filing?
- What documents and communications exist?
- What does winning look like for you?
- The matter moves through these stages
Intake → Pleadings → Discovery → Motions → Trial Prep → Trial → Closed
- The papers it checks are on file
- Engagement letter
- Complaint / answer
- Litigation hold notice
- Discovery plan
- The deadlines it watches, each with a person responsible
- Answer deadline from service
- Case-schedule orders: every cutoff docketed on entry
- Discovery response clocks (often 30 days)
- What the AI never does
Drafts discovery forms and timelines. An attorney reviews anything that gets signed under court rules. No exceptions.
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Civil Rights
This is how a civil rights matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What happened, when, and where?
- Which agency, officer, or institution was involved?
- Is there video, a report, or witnesses?
- Are you in custody, or is a criminal case pending from the same event?
- The matter moves through these stages
Intake → Investigation → Notice of Claim → Pleadings → Discovery → Trial → Closed
- The papers it checks are on file
- Engagement letter
- Incident reports + records requests
- Medical records
- Notice-of-claim draft
- The deadlines it watches, each with a person responsible
- Claims under 42 U.S.C. §1983 use the state's time limit for injury claims. The attorney confirms the date.
- Claims under state law against a government body often need a notice of claim. The rules vary by state, and the time is often short.
- The time to answer a records request is set by the public-records law that applies.
- What the AI never does
Never tells a client that their rights were violated or what a claim might bring. A related criminal case changes what may be said. So intake captures logistics only, and the attorney decides the rest.
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Construction Law
This is how a construction law matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What is the project, and who contracted with whom?
- When did you last furnish labor or materials?
- Is the project public or private, and is there a payment bond?
- What has been paid, and what is disputed?
- The matter moves through these stages
Intake → Contract Review → Notice / Lien → Claim → Negotiation → Litigation / Arbitration → Closed
- The papers it checks are on file
- Engagement letter
- Contract + change orders
- Pay applications + invoices
- Notices sent and received
- The deadlines it watches, each with a person responsible
- Notice and recording deadlines for a mechanic's lien are set by state law, and they are strict. The attorney confirms them.
- Federal projects (Miller Act): second-tier notice within 90 days of last furnishing. Suit within one year, 40 U.S.C. §3133(b)
- Contract notice-of-claim and dispute-resolution clocks, from the contract
- What the AI never does
Never tells a client whether a lien or a claim will succeed. It builds the timeline from the paper and drafts for attorney review.
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Consumer & Debt Defense
This is how a consumer & debt defense matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Who is contacting you or suing you, and about which account?
- Have you been served with court papers, and on what date?
- Do you dispute the debt, the amount, or who owns it?
- What letters, calls, or credit-report entries have you kept?
- The matter moves through these stages
Intake → Document Review → Dispute / Answer → Discovery → Negotiation → Resolution → Closed
- The papers it checks are on file
- Engagement letter
- Summons + complaint or collection letters
- Account statements
- Credit reports
- The deadlines it watches, each with a person responsible
- Answer deadline from service, set by the court's rules; docketed on intake
- FDCPA claim: within one year of the violation, 15 U.S.C. §1692k(d)
- FCRA claim: sue within two years after you find the wrong. Or sue within five years after it happens. The earlier date counts, 15 U.S.C. §1681p. State periods vary.
- What the AI never does
Never tells a client whether a debt is valid or how a suit will end. It lines up the letters and the account record and drafts for attorney review.
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Criminal Defense
This is how a criminal defense matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What are you charged with, and in which court?
- When is your next court date, and are you in custody or out?
- Were you released on conditions (no-contact, interlock, testing)?
- Have you talked to the police or to any investigator about the case?
- The matter moves through these stages
Intake → Arraignment → Discovery → Motions → Negotiation → Trial → Closed
- The papers it checks are on file
- Engagement letter
- Discovery demand
- Conditions-of-release copy
- Charging documents
- The deadlines it watches, each with a person responsible
- Arraignment and omnibus dates from the court
- Speedy-trial clock: tracked from arraignment
- Motion cutoffs per case schedule
- What the AI never does
The intake assistant never collects case facts in writing. It only captures logistics. It tells the client not to talk about the incident on any channel. Diversion and treatment terms link to the Behavioral Health module.
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Education & Special Education
This is how an education & special education matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Which school and district, and what grade is the student in?
- Does the student have an IEP or a 504 plan now?
- What decision or discipline are you facing, and on what date?
- Which meetings are already scheduled?
- The matter moves through these stages
Intake → Records → Evaluation → IEP / 504 Meeting → Due Process → Resolution → Closed
- The papers it checks are on file
- Engagement letter
- Education records request
- Current IEP / 504 plan
- Evaluations
- The deadlines it watches, each with a person responsible
- IDEA due process complaint: within two years of when the parent knew or should have known. A state may set its own limit, 20 U.S.C. §1415(f)(3)(C)
- Civil action after a due process decision: 90 days. A state may set its own period, 20 U.S.C. §1415(i)(2)(B)
- Time limits for school discipline come from the district's notice. So do those for a manifestation review, which asks if the behavior came from the child's disability. The attorney confirms them.
- What the AI never does
Never tells a family what a school must provide or how a hearing will go. It organizes records and drafts for attorney review.
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Elder Law
This is how an elder law matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Who is the person we are helping, and who is the client?
- Is long-term care needed now, or being planned for?
- Are powers of attorney or healthcare directives already signed?
- Is anyone else managing money or care decisions today?
- The matter moves through these stages
Intake → Assessment → Planning → Documents → Benefits Application → Monitoring → Closed
- The papers it checks are on file
- Engagement letter
- Existing POA + directives
- Asset and income summary
- Benefits application file
- The deadlines it watches, each with a person responsible
- Medicaid looks back 60 months for gifts and transfers made before you apply, 42 U.S.C. §1396p(c)(1)(B)(i). State rules add more and vary.
- Benefit application and appeal windows, from each agency's notice
- Guardianship or conservatorship filings, set by state; attorney confirms
- What the AI never does
Never advises on transfers or on who can get benefits. Never predicts a benefit decision. Asset summaries have sources. They are drafts for attorney review.
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Employment
This is how an employment matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What happened, and when did it happen or end?
- Are you still employed there?
- Did you report it internally, and is there a paper trail?
- Have you signed anything: severance, arbitration, NDA?
- The matter moves through these stages
Intake → Investigation → Agency Filing → Negotiation → Litigation → Closed
- The papers it checks are on file
- Engagement letter
- Personnel file request
- Agency charge draft
- Severance / agreements
- The deadlines it watches, each with a person responsible
- Agency filing windows can be as short as 180 days from the action taken against the worker. The attorney confirms the window for each place.
- Severance review windows
- Arbitration demand deadlines
- What the AI never does
An intake whose time limit, counted from the date the person gave, is inside 90 days is marked urgent. The date is an estimate until an attorney checks it.
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Entertainment & Media
This is how an entertainment & media matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What is the project, and what rights are involved?
- Who created the work, and has anyone signed away rights?
- Is there a deal on the table, or a dispute?
- Which unions, guilds, or distributors are involved?
- The matter moves through these stages
Intake → Rights Review → Deal Terms → Drafting → Negotiation → Execution → Closed
- The papers it checks are on file
- Engagement letter
- Chain-of-title documents
- Deal memo / term sheet
- Clearance log
- The deadlines it watches, each with a person responsible
- Option and exercise windows, from the agreement
- Copyright termination notice: serve it two to ten years before the effective date, 17 U.S.C. §203(a)(4)(A)
- Time limits for defamation and right-of-publicity claims are set by state law. They are often short. The attorney confirms them.
- What the AI never does
Never tells a client that a use is cleared or that a deal is fair. Term extraction and redlines are drafts for attorney review.
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Environmental Law
This is how an environmental law matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Which site or facility, and what is the concern?
- Has there been a release, a spill, or an agency notice?
- Which permits does the facility hold?
- Who owns and operates the site now, and who did before?
- The matter moves through these stages
Intake → Site Assessment → Permitting → Agency Response → Negotiation → Litigation → Closed
- The papers it checks are on file
- Engagement letter
- Permits
- Agency notices
- Site assessment reports
- The deadlines it watches, each with a person responsible
- A release of a hazardous substance at or above the reportable amount must be reported right away, 42 U.S.C. §9603(a)
- Clean Water Act citizen suit: 60 days' notice before filing, 33 U.S.C. §1365(b)
- Permit renewal and state agency deadlines vary. They come from the permit and the state's rules.
- What the AI never does
Never gives an opinion on compliance. Never predicts what an agency will enforce. It indexes permits and reports. It drafts for attorney review.
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Estate Planning
This is how an estate planning matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Do you have an existing will or trust?
- What is the approximate size of the estate?
- Who will serve as fiduciaries?
- Do you want healthcare directives and powers of attorney?
- The matter moves through these stages
Intake → Design → Drafting → Review → Execution → Funding → Closed
- The papers it checks are on file
- Engagement letter
- Asset questionnaire
- Will draft
- Trust instrument
- POA + directives
- The deadlines it watches, each with a person responsible
- Signing-ceremony logistics (witnesses + notary)
- Funding follow-through after execution
- Probate filing windows for related estates
- What the AI never does
Drafts only from the firm's own templates. Any term that decides who gets what is flagged for the attorney to write. It is never drafted alone.
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Family Law
This is how a family law matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Are minor children involved?
- Is a prenuptial or marital agreement in place?
- What is the approximate value of the marital estate?
- Do you need emergency temporary orders?
- The matter moves through these stages
Intake → Filing → Temporary Orders → Discovery → Mediation → Trial → Closed
- The papers it checks are on file
- Engagement letter
- Financial declaration
- Parenting plan draft
- Asset inventory
- The deadlines it watches, each with a person responsible
- Response clock from date of service
- Temporary-orders confirmation deadlines
- Parenting-seminar completion dates
- What the AI never does
Custody is never automated. The attorney writes the parenting terms. The attorney writes what is said about the other parent.
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Foreclosure & Real Estate
This is how a foreclosure & real estate matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Is a sale date set, and what does the notice say?
- Who is telling you they own the loan, and what have they sent you?
- Have you asked for the note, the assignments, or a payoff, and what came back?
- What do you want: keep the home, sell it, or leave on your terms?
- The matter moves through these stages
Intake → Audit → Demand → Negotiation → Litigation → Resolution → Closed
- The papers it checks are on file
- Engagement letter
- Note, allonges, assignments, deed of trust
- Note & title audit
- Demand / dispute letter
- The deadlines it watches, each with a person responsible
- A trustee's sale date is a hard stop, everything is measured back from it
- Each state's deed-of-trust law sets time limits. They cover mediation. They also cover catching up on payments (Washington: RCW 61.24). The attorney checks each state.
- Restraint of sale must be sought before the sale, not after
- What the AI never does
Reads the note, its allonges, the assignments and the deed of trust against the audit's rules. It lists every problem and who says so. Whether to raise one is the attorney's call.
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Franchise Law
This is how a franchise law matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Are you the franchisor or the prospective franchisee?
- Has a Franchise Disclosure Document been delivered, and on what date?
- Which states are the franchisor and the location in?
- Is there a dispute over renewal, transfer, or termination?
- The matter moves through these stages
Intake → Disclosure Review → Registration → Negotiation → Execution → Compliance → Closed
- The papers it checks are on file
- Engagement letter
- Franchise Disclosure Document
- Franchise agreement
- State registration file
- The deadlines it watches, each with a person responsible
- FDD delivered at least 14 calendar days before signing or paying, 16 CFR 436.2(a)
- State registration, renewal, and amendment filings, vary by state
- Notice periods for renewal, transfer, and termination come from the agreement and from state laws on the franchise relationship.
- What the AI never does
Never tells a client whether to sign. Never says a franchise is a good investment. Disclosure reviews are sourced drafts for attorney review.
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Guardianship & Conservatorship
This is how a guardianship & conservatorship matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Who is the person who may need protection, and where do they live?
- What decisions can they no longer make safely?
- Are powers of attorney or directives already in place?
- Who are the close family members who must be notified?
- The matter moves through these stages
Intake → Assessment → Petition → Notice + Evaluation → Hearing → Reporting → Closed
- The papers it checks are on file
- Engagement letter
- Petition
- Medical or capacity evaluation
- Notice list
- The deadlines it watches, each with a person responsible
- Notice and service on the respondent and others with an interest are set by state law. The attorney confirms them.
- Hearing dates, from the court
- Inventories and annual reports, due dates set by state and the court's order
- What the AI never does
Never judges whether a person can decide for themselves. Never recommends who should serve. It organizes the record and drafts for attorney review.
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Health Law
This is how a health law matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What kind of provider or organization is the client?
- Is there an agency inquiry, audit, or complaint, and what date is on it?
- Is patient information involved? When was the incident found?
- Which payers or programs are affected?
- The matter moves through these stages
Intake → Fact Gathering → Analysis → Response → Remediation → Agency Resolution → Closed
- The papers it checks are on file
- Engagement letter
- Agency notice or audit letter
- Policies + contracts in scope
- Incident log
- The deadlines it watches, each with a person responsible
- Tell the people affected by a HIPAA breach without needless delay. Do it no later than 60 days after you find it, 45 CFR 164.404(b)
- Medicare or Medicaid money paid by mistake: once you find it, report it and give it back within 60 days, 42 U.S.C. §1320a-7k(d)
- The time to answer a licensing board or a state agency comes from the notice. It varies by state.
- What the AI never does
Never gives an opinion on compliance. Never predicts what an agency will do. It indexes the record and drafts for attorney review.
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Immigration
This is how an immigration matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What is your current status, and when does it expire?
- What outcome are you seeking (family, employment, humanitarian)?
- Have you received any notices: an RFE, NTA, or denial?
- Has the person filed papers before? Have they entered the country before, or met with immigration officers? Tell us what we should know.
- The matter moves through these stages
Intake → Strategy → Preparation → Filing → RFE / Interview → Decision → Closed
- The papers it checks are on file
- Engagement letter
- Identity + status documents
- Notice copies (RFE/NTA)
- Supporting evidence index
- The deadlines it watches, each with a person responsible
- RFE response deadlines: hard, from the notice
- Status-expiry and renewal windows
- Hearing dates from EOIR notices
- What the AI never does
Never states approval odds or processing times as fact. Any statement about where a case stands shows its source and grade.
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Insurance Coverage Disputes
This is how an insurance coverage disputes matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Which policy and carrier, and what kind of loss or claim?
- When was the claim made, and what has the carrier said in writing?
- Is there a denial or reservation-of-rights letter?
- Is the policy through an employer's benefit plan?
- The matter moves through these stages
Intake → Policy Review → Claim / Tender → Denial Response → Appraisal / Appeal → Litigation → Closed
- The papers it checks are on file
- Engagement letter
- Complete policy with declarations
- Claim correspondence
- Denial / reservation-of-rights letter
- The deadlines it watches, each with a person responsible
- The time to send proof of loss, and the time limit to sue, come from the policy itself. State law can change them. The attorney confirms them.
- Denied by an employer plan? You have at least 180 days to appeal a group health or disability claim, 29 CFR 2560.503-1(h). The letter gives the date.
- Bad-faith and unfair-claims-practice periods, vary by state
- What the AI never does
Never tells a policyholder if a loss is covered. Never says what the carrier will pay. Policy words are quoted with their page and used in an analysis for attorney review.
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Intellectual Property
This is how an intellectual property matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What is the work, mark, or invention, and who created it?
- Is anything registered or filed yet, and where?
- Has anyone else used it, or accused you of using theirs?
- Is there an agreement that assigns or licenses it?
- The matter moves through these stages
Intake → Clearance → Prosecution → Enforcement → Negotiation → Licensing → Closed
- The papers it checks are on file
- Engagement letter
- Invention / creation record
- Assignment or license agreements
- Office actions and filings
- The deadlines it watches, each with a person responsible
- Response dates for office actions come from the action itself. They go on the docket when received.
- Copyright infringement: sue within three years after the claim begins, 17 U.S.C. §507(b)
- Patent damages: no money for harm done more than six years before filing, 35 U.S.C. §286
- What the AI never does
Never gives an opinion on infringement or validity. Never says if a mark can be registered. Search results and claim charts are drafts for attorney review.
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Juvenile Law
This is how a juvenile law matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Who is the young person, and how old are they?
- Is this a delinquency case or a dependency case?
- When is the next court date, and is the young person detained or placed?
- Who has legal custody right now?
- The matter moves through these stages
Intake → Detention / Shelter Hearing → Discovery → Adjudication → Disposition → Review → Closed
- The papers it checks are on file
- Engagement letter
- Petition
- Court orders
- School and service records
- The deadlines it watches, each with a person responsible
- Time limits for detention and shelter hearings are set by state law, and they are short. They come from the court.
- Adjudication and disposition dates, from the court's schedule
- Review hearings and case-plan dates, from each order
- What the AI never does
Never collects the facts of an alleged offense in writing. Never predicts a disposition (the outcome). It captures logistics only. Everything it drafts is for attorney review.
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Landlord & Tenant
This is how a landlord & tenant matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Are you the landlord or the tenant, and where is the property?
- What notice was served or received, on what date, and how?
- Is there a written lease, and is the unit subsidized?
- Is a court date already set?
- The matter moves through these stages
Intake → Notice Review → Response → Negotiation → Hearing → Judgment / Move-out → Closed
- The papers it checks are on file
- Engagement letter
- Lease
- Notice served or received
- Rent ledger
- The deadlines it watches, each with a person responsible
- Notice periods and cure rights, set by state and local law; attorney confirms
- Answer or appearance deadline from the summons, often short, and set by the court's rules
- Hearing and writ dates from the court
- What the AI never does
Never tells a tenant or a landlord how a case will come out. It reads the notice and the lease and drafts for attorney review.
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Licensing & Administrative Law
This is how a licensing & administrative law matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Which agency or board, and what action is it taking?
- What date is on the notice, and how was it delivered?
- Which license or permit is at stake, and is it active now?
- Is a hearing already scheduled?
- The matter moves through these stages
Intake → Notice Review → Response → Hearing Prep → Hearing → Judicial Review → Closed
- The papers it checks are on file
- Engagement letter
- Agency notice
- License / permit record
- Hearing file
- The deadlines it watches, each with a person responsible
- The time to ask for a hearing, and to respond, is set by the agency's law and rules. It is often short. The attorney confirms it from the notice.
- The time to ask a court to review the decision is set by the governing law. It goes on the docket when the final order arrives.
- Stay and interim-relief deadlines, from the order
- What the AI never does
Never tells a licensee how a board will rule. It reads the notice and the agency's rules and drafts for attorney review.
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Mediation & ADR
This is how a mediation & ADR matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Who are the parties, and what is the dispute?
- Is this court-ordered, contract-required, or voluntary?
- Is there an arbitration clause, and which rules does it name?
- Which dates are already set by a court or a provider?
- The matter moves through these stages
Intake → Agreement to Mediate → Submissions → Session → Settlement Drafting → Award / Agreement → Closed
- The papers it checks are on file
- Engagement letter
- Agreement to mediate / arbitration clause
- Position statements
- Settlement term sheet
- The deadlines it watches, each with a person responsible
- Court-ordered mediation completion dates, from the order
- Federal Arbitration Act: a motion to vacate an award must be served within three months of the award's filing or delivery, 9 U.S.C. §12
- Confirming an award under the FAA: within one year, 9 U.S.C. §9. State arbitration acts vary.
- What the AI never does
A neutral's file never advises either side. It never predicts a result. Summaries and term sheets are drafts for the attorney or neutral to review.
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Medical Malpractice
This is how a medical malpractice matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What care did you receive, where, and when?
- When did you first learn something may have gone wrong?
- Who treated you afterward, and are you still in care?
- Was the care at a VA hospital, or at a clinic paid for with federal money?
- The matter moves through these stages
Intake → Records → Expert Review → Pre-suit Notice → Litigation → Resolution → Closed
- The papers it checks are on file
- Engagement letter
- HIPAA authorization
- Complete medical records
- Expert review memo
- The deadlines it watches, each with a person responsible
- The time limit to sue, and the final cutoff (repose), are set by state law. Many states start the clock when the harm is found. Computed dates stay unverified until an attorney confirms them.
- Some states require a notice before suit, a screening panel, or a certificate of merit. The rules vary by state.
- Federal facility (FTCA): you have two years to send the agency a written claim. The time starts when the claim begins, 28 U.S.C. §2401(b)
- What the AI never does
Never tells a client whether care fell below the standard or what a claim is likely to recover. Experts and the attorney judge that. Every timeline it drafts is for attorney review.
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Nonprofit & Tax-Exempt Organizations
This is how a nonprofit & tax-exempt organizations matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Is the organization formed yet, and in which state?
- What is its mission and its main activity?
- Has it applied for or received federal tax exemption?
- Who serves on the board, and are there related-party dealings?
- The matter moves through these stages
Intake → Formation → Exemption Application → Governance → Compliance → Transactions → Closed
- The papers it checks are on file
- Engagement letter
- Articles + bylaws
- Exemption application / determination letter
- Conflict-of-interest policy
- The deadlines it watches, each with a person responsible
- Annual information return (Form 990 series): due on the 15th day of the fifth month after the tax year ends, IRC §6072(e)
- A group loses its tax-exempt status automatically if it fails to file for three years in a row, IRC §6033(j)
- State charitable registration and annual reports, vary by state
- What the AI never does
Never gives tax advice. Never tells a group it can get a tax exemption. Governance drafts are for attorney review.
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Personal Injury
This is how a personal injury matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- When and where did the incident happen?
- Were you evaluated by emergency medical personnel?
- Was a police or incident report filed?
- Which insurance carriers are involved?
- The matter moves through these stages
Intake → Treatment → Demand → Negotiation → Litigation → Settlement → Closed
- The papers it checks are on file
- Engagement letter
- HIPAA authorization
- Police report
- Medical records
- Demand letter
- The deadlines it watches, each with a person responsible
- Statute of limitations from incident date
- Claim-presentment windows for government defendants (often 60–180 days)
- Policy notice requirements
- What the AI never does
Never tells the client what a case is worth. The demand math is a model for the attorney, labeled and sourced.
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Real Estate
This is how a real estate matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Which property, and are you buying, selling, or in a dispute?
- Is there a signed purchase agreement or lease?
- What dates are already running (closing, contingencies)?
- Who else is in the transaction (agents, lenders, escrow)?
- The matter moves through these stages
Intake → Review → Negotiation → Contingencies → Closing → Closed
- The papers it checks are on file
- Engagement letter
- Purchase agreement / lease
- Title commitment
- Closing statement
- The deadlines it watches, each with a person responsible
- Contingency waivers from the purchase agreement
- Closing date and extensions
- Notice periods under the lease
- What the AI never does
Reads the deal papers and puts every running date on the calendar. A person must approve escrow and payouts.
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Securities
This is how a securities matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Is this about raising money, a regulator's questions, or a dispute with an investor?
- Which securities are involved? Who are the issuers, brokers, or advisers?
- When did the transactions happen, and when were problems first noticed?
- Has a regulator or FINRA contacted anyone?
- The matter moves through these stages
Intake → Diligence → Documentation → Filing / Offering → Regulatory Response → Dispute Resolution → Closed
- The papers it checks are on file
- Engagement letter
- Offering documents / account statements
- Regulator correspondence
- Customer or subscription agreements
- The deadlines it watches, each with a person responsible
- Securities fraud (private suit): sue within two years after you find it. The outer limit is five years after the violation, 28 U.S.C. §1658(b)
- FINRA arbitration: you cannot bring a claim more than six years after the event, FINRA Rule 12206
- Dates to answer a regulator's subpoena come from the request. State blue-sky periods vary.
- What the AI never does
Never gives investment or securities advice. Never predicts what a regulator will do. Disclosures and analyses are drafts for attorney review.
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Social Security Disability
This is how a Social Security disability matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Have you applied for SSDI or SSI, and have you received a decision letter?
- What is the date printed on the most recent notice?
- Which conditions keep you from working, and who treats them?
- When did you last work, and what kind of work have you done?
- The matter moves through these stages
Intake → Application → Reconsideration → Hearing Prep → ALJ Hearing → Appeals Council → Closed
- The papers it checks are on file
- Engagement letter
- Appointment of representative (SSA-1696)
- Denial notice copies
- Medical source index
- The deadlines it watches, each with a person responsible
- Requests for reconsideration or for a hearing before a judge: 60 days from receiving the notice. Receipt is presumed 5 days after the date on the notice, 20 CFR 404.909, 404.933, 404.901
- Appeals Council review: 60 days from receipt of the hearing decision, 20 CFR 404.968
- Federal court: you have 60 days from the notice of the final decision to file suit, 42 U.S.C. §405(g)
- What the AI never does
Never predicts whether a claim will be approved or what it will pay. It organizes the medical record and drafts for attorney review.
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Tax Controversy & Planning
This is how a tax controversy & planning matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Which notice did you receive, from which agency, and what date is printed on it?
- Which tax years and which kinds of tax are involved?
- Have your returns been filed for every year in question?
- Is a levy, lien, or garnishment already in place?
- The matter moves through these stages
Intake → Records → Analysis → Response → Appeals → Resolution → Closed
- The papers it checks are on file
- Engagement letter
- Power of attorney (Form 2848)
- Notice copies
- Returns + account transcripts
- The deadlines it watches, each with a person responsible
- Tax Court petition: 90 days from the notice of deficiency (150 if addressed outside the US), IRC §6213(a)
- Collection due process hearing: request within 30 days of the notice, IRC §§6320, 6330
- Refund claim: within 3 years of the return or 2 years of payment, whichever is later, IRC §6511(a). State tax deadlines vary. They are confirmed separately.
- What the AI never does
Never gives tax advice or predicts what an agency will accept. It reads notices and transcripts with sources and drafts for attorney review.
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Traffic & DUI
This is how a traffic & DUI matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- What were you cited or charged with, and in which court?
- When is your court date?
- Did you receive a license-suspension notice, and what date is on it?
- Do you hold a commercial driver's license?
- The matter moves through these stages
Intake → License Hearing → Arraignment → Discovery → Motions → Resolution → Closed
- The papers it checks are on file
- Engagement letter
- Citation / charging documents
- License-suspension notice
- Driving record
- The deadlines it watches, each with a person responsible
- The time to ask for a license hearing is set by state law. It is often only a few days from the notice. The attorney confirms it.
- Court dates and motion cutoffs, from the court
- Reinstatement and program-completion dates, from the order
- What the AI never does
Never collects the facts of the stop in writing, and never predicts a result. It captures logistics only. It warns the client not to discuss the case on any channel. It drafts for attorney review.
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Trust & Estate Litigation
This is how a trust & estate litigation matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Whose estate or trust is it, and when did they pass?
- Has a probate been opened, and in which court?
- What is your relationship to the person, and what are you named to receive?
- Have you gotten any notices from the personal representative or the trustee?
- The matter moves through these stages
Intake → Document Review → Petition / Objection → Discovery → Mediation → Trial → Closed
- The papers it checks are on file
- Engagement letter
- Will / trust instruments
- Probate filings
- Accountings
- The deadlines it watches, each with a person responsible
- Time limits to contest a will or a trust are set by state law, and they are short. The attorney confirms them from the notice.
- Creditor-claim and objection deadlines, set by state and the court
- Accounting and hearing dates, from the court's orders
- What the AI never does
Never tells a family member what they will receive. Never says whether a will stands. It builds the timeline from the papers and drafts for attorney review.
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Veterans & Military Law
This is how a veterans & military law matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- Is this about VA benefits, a discharge, or someone on active duty?
- What decision did you receive, and what date is on it?
- When and where did you serve, and what is your discharge characterization?
- Do you have your service and medical records?
- The matter moves through these stages
Intake → Records → Claim → Decision Review → Board Appeal → Court Review → Closed
- The papers it checks are on file
- Engagement letter
- VA representation form (VA 21-22a)
- DD-214 + service records
- Decision letters
- The deadlines it watches, each with a person responsible
- VA: Notice of Disagreement to the Board within one year of the decision, 38 U.S.C. §7105(b)
- Court of Appeals for Veterans Claims: file a notice of appeal within 120 days, counted from the Board decision, 38 U.S.C. §7266(a)
- Discharge Review Board: apply within 15 years of discharge, 10 U.S.C. §1553(a)
- What the AI never does
Never predicts a rating, a grant, or a board's decision. It sorts service and medical records and drafts for attorney review.
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Workers' Compensation
This is how a workers' compensation matter runs in Cross Universal. The steps come from the playbook the app ships with. A firm can use it as it comes, change it, or write its own.
- The first call or form asks
- When and where were you hurt, and were you on the job?
- Did you report the injury to your employer, and when?
- Who is treating you, and are you off work or on light duty?
- Has the insurer accepted or denied the claim in writing?
- The matter moves through these stages
Intake → Claim Filed → Treatment → Evaluation → Hearing → Settlement → Closed
- The papers it checks are on file
- Engagement letter
- Claim form / first report of injury
- Medical records + work restrictions
- Wage records
- The deadlines it watches, each with a person responsible
- The notice to the employer and the time to file a claim are set by state law. The attorney confirms them.
- The time to protest or appeal a claim decision starts with the notice. It varies by state.
- The agency or board sets hearing dates. It also sets dates for independent exams. Both come in its notices.
- What the AI never does
Never tells an injured worker what the claim will pay or whether it will be accepted. Benefit figures are drafts for the attorney, sourced to the record.
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