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Commercial Office Space Lease Negotiation

Real Estate/6s

US Trademark Prosecution & Registration

Intellectual Property/7s

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  3. United States
  4. Federal

Federal Legal Matter Plans

πŸ‡ΊπŸ‡Έ United States β€’ Federal β€’ 2 plans

Federal US matter plans cover proceedings and transactions governed by federal law and heard in the United States District Courts, Courts of Appeals, the US Court of Federal Claims, and specialist agencies. Plans cover USPTO trademark prosecution (Lanham Act), patent prosecution before the USPTO (35 U.S.C.), SEC registration and ongoing reporting obligations under the Securities Act 1933 and Exchange Act 1934, federal civil litigation under the Federal Rules of Civil Procedure, commercial real estate transactions structured under federal tax and FIRPTA rules, and cross-state M&A transactions subject to Hart-Scott-Rodino pre-merger notification. Each plan maps statutory deadlines, agency filing requirements, and role assignments for efficient matter management.

Select Practice Area

Real Estate
1 plan
Intellectual Property
1 plan

Real Estate

1 plan

Commercial Office Space Lease Negotiation

TRANSACTIONALβ€’LEAD COUNSEL
6 52u

Intellectual Property

1 plan

US Trademark Prosecution & Registration

REGULATORYβ€’LEAD COUNSEL
7 49u

About Federal Legal Matter Plans

Legal practitioners in Federal can access 2 free, structured matter plan templates across 2 practice areas. Each plan maps the full lifecycle of a matter - from initial instructions through investigation, preparation, and finalisation - with estimated time units, role assignments, and jurisdiction-specific statutory deadlines built in. Open directly in-browser or export to CSV for your practice management system.

The library includes 2 master plans. All plans are maintained by verified legal practitioners, version-controlled, and aligned to the SALI Alliance Legal Matter Standard Specification - making them compatible with legal AI workflows and direct PMS integration via the JSON API.

Frequently Asked Questions

What Federal legal matter plans are available?

The Open Matter Plans Network has 2 free Federal legal matter plan templates across 2 practice areas, including Real Estate, Intellectual Property. Each plan is a step-by-step workflow checklist aligned to Federal's court procedures and statutory requirements.

Are Federal legal matter plan templates free?

Yes. All Federal matter plans are free to access, browse, and use. You can view plans online, export to CSV for your practice management system, or pull them via the JSON API for direct PMS or legal AI integration.

How are Federal matter plans structured?

Each plan is divided into stages covering the full matter lifecycle - from initial instructions and fact-gathering through preparation, filing, and finalisation. Individual tasks include estimated time units, role assignments, and key date fields. The Federal library includes 2 master plans.

PMS Fields - every matter (base fields)

When a practice-management system opens a matter at this level, these are the canonical fields it receives - resolved through the field-set hierarchy (base β†’ area of law β†’ geography β†’ plan). Fields added at this levelare shown below, with inherited tiers beneath; each set's page has the full resolved table. How this works.

Added at this level - Universal Matter Core56 fields
Matter(4)
Matter numberβ“˜matter.matterNumbertextrequired
Matter titlematter.titletext
Matter typeβ“˜matter.matterTypetext
Matter statusmatter.statustext
Client(12)
Client namematter.clientNametextrequired
Client emailmatter.clientEmailemail
Client / purchaser phonematter.linkedContacts.CLIENT.phonephone
Client / purchaser postal addressβ“˜matter.linkedContacts.CLIENT.addresstext
Client date of birthmatter.fieldValues.client_date_of_birthdate
Client ABN / ACN
Our Firm(9)
Firm namematter.ourFirmNametextrequired
Firm addressmatter.ourFirmAddresstext
Firm phonematter.ourFirmPhonephone
Firm emailmatter.ourFirmEmailemail
Firm Street Addressmatter.ourFirmAddressStreettext
Firm Suburbmatter.ourFirmAddressSuburbtext
Operator(11)
User First Namematter.user.firstNametext
User Surnamematter.user.surnametext
User Full Name (first + surname)matter.user.nametext
User Emailmatter.user.emailemail
User Postal Addressmatter.user.addresstext
User Contact Numbermatter.user.phonephone
User Street Address
Key Dates(4)
Current datematter.currentDatedate
Matter opened datematter.fieldValues.matter_open_datedate
Limitation datematter.fieldValues.limitation_datedate
Next key datematter.fieldValues.next_key_datedate
Other Side(6)
Other side / opponent namematter.fieldValues.opponent_nametext
Other side's solicitormatter.fieldValues.opponent_solicitor_nametext
Other side's solicitor emailmatter.fieldValues.opponent_solicitor_emailemail
Other side's solicitor phonematter.fieldValues.opponent_solicitor_phonephone
Other side / opponent emailmatter.fieldValues.opponent_emailemail
Other side / opponent phonematter.fieldValues.opponent_phone
Court(4)
Court / tribunal namematter.fieldValues.court_nametext
Court file numbermatter.fieldValues.court_file_numbertext
Court datematter.fieldValues.court_datedate
Hearing typematter.fieldValues.hearing_typetext
Financials(5)
Estimated feesmatter.fieldValues.estimated_feescurrency
Costs agreement signedmatter.fieldValues.costs_agreement_signedboolean
Professional feesβ“˜matter.fieldValues.professional_feescurrency
Disbursements estimatematter.fieldValues.disbursements_estimatecurrency
Total Disbursementsmatter.fieldValues.total_disbursementscurrency
You (the Operator)(1)
Operator signature (image)β“˜matter.user.signatureimage
56 fields resolved Β· chain: matter-coreJSON API
matter.fieldValues.client_abn_acn
text
Client entity typematter.fieldValues.client_entity_typeselect
Client Street Addressmatter.linkedContacts.CLIENT.addressStreettext
Client Suburbmatter.linkedContacts.CLIENT.addressSuburbtext
Client Statematter.linkedContacts.CLIENT.addressStatetext
Client Postcodematter.linkedContacts.CLIENT.addressPostcodetext
Client Suburb/State/Postcode linematter.linkedContacts.CLIENT.addressLocalitytext
Firm State
matter.ourFirmAddressState
text
Firm Postcodematter.ourFirmAddressPostcodetext
Firm Suburb/State/Postcode linematter.ourFirmAddressLocalitytext
matter.user.addressStreet
text
User Suburbmatter.user.addressSuburbtext
User Statematter.user.addressStatetext
User Postcodematter.user.addressPostcodetext
User Suburb/State/Postcode linematter.user.addressLocalitytext
phone