How to use this checklist
Use Phases 1 through 5 before anything goes wrong. Set them up once for the office, then run Phases 2 through 4 on each case and each new docket entry. Use Phases 6 through 11 when a deadline has been missed or looks missed. Start at Phase 6 and work straight through, because the order matters: the date check comes before the drafting, and the appeal clock comes before everything else.
A solo can do every item. In a larger office, assign a named owner to each phase. A task with no name on it is how these problems start. For the reasoning, see Missed Federal Deadlines: Rule 6, Excusable Neglect, and the Deadlines a Court Cannot Excuse. For the narrative walk-through, see Recovering From a Missed Federal Court Deadline: A Practical Guide. For forms, see Federal Deadline Toolkit: Calendaring Protocols, Extension Motions, and Excusable Neglect Declarations.
Self-represented readers can skip the staffing items, but Phases 3, 4, 6, 7, and 8 apply fully to you, and Phase 11 is written for you.
Phase 1: Set up the office system (once, then review yearly)
- Pick one system of record for deadlines. Authority: Model Rule 1.3 (diligence) and Model Rule 5.3 (supervising non-lawyers). Note: Duplicated calendars drift apart. Personal calendars can mirror the system of record, but nobody should treat them as the source.
- Assign two people to every computation. One computes, one checks, each from the text of the rule. Authority: Pincay v. Andrews, 389 F.3d 853 (9th Cir. 2004) (en banc). Note: Pincay allows delegation to trained paralegals, but the court also said the lawyer should have checked the rule itself before relying on the paralegal's reading. A single paralegal's reading of Rule 4 nearly ended a case that was more than 15 years old.
- Do not treat docketing software as the authority. Rules-based tools help, but confirm each computed date against Fed. R. Civ. P. 6, the local rules, and the judge's standing orders.
- Keep a current list of each court's time-of-day cutoff. Authority: Fed. R. Civ. P. 6(a)(4) (midnight "[u]nless a different time is set"); D. Mass. CM/ECF Administrative Procedures (before 6:00 p.m.); 3d Cir. L.A.R. 26.1 (5:00 p.m. Eastern, except initiating documents).
- Register a shared docketing email address on every case, with at least two people reading it. Authority: Ragguette v. Premier Wines & Spirits, 691 F.3d 315 (3d Cir. 2012). Note: In Ragguette, a lawyer who did not personally see ECF notices had nothing to tell her that a notice of appeal was never filed. The court said a reasonably competent attorney would have set up another method.
- Whitelist the court's sending domains and test spam and antivirus rules each time they change. Authority: Rollins v. Home Depot USA, Inc., 8 F.4th 393 (5th Cir. 2021); Trevino v. City of Fort Worth, 944 F.3d 567 (5th Cir. 2019).
- Keep each lawyer's ECF and PACER email current and keep a record of each change. Authority: Yeschick v. Mineta, 675 F.3d 622 (6th Cir. 2012). Note: An old address that stopped working cost that plaintiff his case, and the lawyer learned of it months later.
- Write down a backup filing plan: a second machine, a second connection, the clerk's emergency contact, and how to file on paper. Authority: D. Mass. procedures, part W (filer-side trouble does not excuse lateness).
- Set an internal rule to file at least one business day before the deadline, and require a partner's sign-off for anything later.
- Read your malpractice policy's notice, prior-knowledge, and voluntary-payment clauses, and record the carrier's contact in the recovery file. Authority: Coregis Insurance Co. v. Baratta & Fenerty, Ltd., 264 F.3d 302 (3d Cir. 2001).
Red flag: If the only person who understands the calendar is about to go on leave or has given notice, treat it as an emergency today. Keane v. HSBC Bank USA, 874 F.3d 763 (1st Cir. 2017), and Pincay both turned on who in the office was tracking what.
Phase 2: Open the case (within one business day of intake or appearance)
- Record the date and manner of service on your client and compute the response date. Authority: Fed. R. Civ. P. 12(a) (21 days; 60 from the waiver request if service is waived); Fed. R. Civ. P. 81(c)(2) if removed.
- If removal is possible, compute the 30 days for each defendant. Authority: 28 U.S.C. § 1446(b)(1), (b)(2)(B); Murphy Brothers, Inc. v. Michetti Pipe Stringing, Inc., 526 U.S. 344 (1999). Note: A faxed courtesy copy does not start the clock, formal service does. Rule 6(b) will not extend this statutory period. See also the Federal Jurisdiction and Removal Checklist: A Practical Checklist.
- If you are the plaintiff, enter the Rule 4(m) date on filing. Authority: Fed. R. Civ. P. 4(m) (90 days; not for foreign service). Note: Set a 45-day warning and a 75-day motion trigger. Dismissal without prejudice is fatal if limitations has run in the interim. See Zapata v. City of New York, 502 F.3d 192 (2d Cir. 2007).
- Enter limitations dates for every claim and defendant, noting tolling assumptions. Authority: Statute of Limitations Diary Checklist: A Practical Checklist; for diversity cases, Walker v. Armco Steel Corp., 446 U.S. 740 (1980) (state rules may require service, not just filing).
- Read the assigned judge's standing orders and the local rules on motion response times, extensions, and technical failure. Authority: Fed. R. Civ. P. 83.
- Check whether your client must have counsel. Authority: Rowland v. California Men's Colony, 506 U.S. 194 (1993) (corporations appear through licensed counsel).
- Confirm that each lawyer and the docketing address receive notices of electronic filing by looking at the docket's service list after the first filing.
Phase 3: Compute each date (every new order, motion, or discovery paper)
- Identify the trigger. Is it entry, filing, service, or a fixed date? Note: A date certain in an order is not computed. The 2009 committee note says Rule 6(a) applies "only when a time period must be computed."
- Exclude the trigger day and count every day. Authority: Fed. R. Civ. P. 6(a)(1).
- If the last day is a weekend or legal holiday, move forward (or backward for a period counted backward). Authority: Fed. R. Civ. P. 6(a)(1)(C), (a)(5).
- Check state holidays, which extend forward-counted periods only. Authority: Fed. R. Civ. P. 6(a)(6)(C).
- Add three days only if service was by mail, leaving with the clerk, or other consented means. Authority: Fed. R. Civ. P. 6(d). Note: Electronic service gets no added days. Sealed papers served outside CM/ECF, which some courts now require, may get them, so compute each paper separately. See the N.D. Ga. notice.
- For periods in hours, count every hour. Authority: Fed. R. Civ. P. 6(a)(2).
- Record the court's time zone and any time-of-day cutoff beside the date. Authority: Fed. R. Civ. P. 6(a)(4).
- Enter the true deadline, plus warnings at 14, 7, 3, and 1 days, and an internal target ahead of the true date.
- Assign one named lawyer and one backup to every entry.
- The checker initials the entry after reading the rule itself.
Red flag: Any calculation done "from memory" of a deadline is suspect. Pincay (60 days instead of 30), United States v. Torres, 372 F.3d 1159 (10th Cir. 2004) (criminal and civil appeal periods confused), and Advanced Estimating System, Inc. v. Riney, 130 F.3d 996 (11th Cir. 1997) (misreading a clear rule) all began there.
Phase 4: Watch the docket (weekly, and on every final-looking order)
- Have a person check the PACER docket for every active case at least weekly. Authority: Two-Way Media LLC v. AT&T, Inc., 782 F.3d 1311 (Fed. Cir. 2015); Fox v. American Airlines, Inc., 389 F.3d 1291 (D.C. Cir. 2004). Note: Courts describe this as your duty, whatever the email system does.
- Open every order, not just the notice. Authority: Two-Way Media. Note: AT&T's orders were labeled as grants of motions to seal, and they also denied its post-trial motions. A click would have told it so.
- For any order that might be final, run the post-judgment computation the same day. Authority: Fed. R. Civ. P. 50(b), 52(b), and 59 (28 days); Fed. R. Civ. P. 54(d)(2) (14 days for fees); Fed. R. App. P. 4(a)(1) (30 or 60 days).
- Check whether a separate document was entered. Authority: Fed. R. Civ. P. 58; Fed. R. App. P. 4(a)(7).
- Calendar objections to a magistrate judge's order or recommendation. Authority: Fed. R. Civ. P. 72 (14 days).
- Calendar discovery responses, especially requests for admission. Authority: Fed. R. Civ. P. 36(a)(3) (matter admitted after 30 days).
- Calendar the jury demand, if any. Authority: Fed. R. Civ. P. 38 (no later than 14 days after the last pleading directed to the issue is served).
- Calendar substitution after a suggestion of death. Authority: Fed. R. Civ. P. 25(a)(1) (90 days after service of a statement noting the death).
- Calendar each date in the Rule 16 order the day it enters. Authority: Fed. R. Civ. P. 16(b).
- Do not stipulate around what parties cannot change. Authority: Fed. R. Civ. P. 6(b)(2); Fed. R. Civ. P. 29.
Red flag: A court order extending your time under Rule 50(b), 52(b), or 59 is unsafe. Calendar the original date and appeal on that clock. See Dill v. General American Life Insurance Co., 525 F.3d 612 (8th Cir. 2008).
Phase 5: Hand off work when someone leaves or is out
- On notice of departure, list every open deadline assigned to that person and reassign each by name within one business day. Authority: Ragguette; Model Rule 5.1.
- Change the ECF notification recipients before the person's email is shut off. Authority: Yeschick.
- For a departing lawyer, file a notice of withdrawal or substitution where needed. Authority: Maples v. Thomas, 565 U.S. 266 (2012). Note: In Maples, two lawyers left a firm without telling the client or the court, and the notices came back unopened.
- Tell the affected clients who is now responsible. Authority: Model Rule 1.4.
- Before a leave, vacation, or holiday, look two weeks ahead and move what you can. Authority: Sheedy v. Bankowski (In re Sheedy), 875 F.3d 740 (1st Cir. 2017). Note: A predictable commitment does not excuse a miss. A true emergency is different. See Lemoge v. United States, 587 F.3d 1188 (9th Cir. 2009).
- If you need more time and the date has not passed, ask now. Authority: Fed. R. Civ. P. 6(b)(1)(A); Ahanchian v. Xenon Pictures, Inc., 624 F.3d 1253 (9th Cir. 2010).
Phase 6: First hour after discovery
- Write down the time and how you found out. Authority: this will appear in the declaration under 28 U.S.C. § 1746.
- Pull the docket and the order or rule that set the date. Authority: Fed. R. Civ. P. 79 (the docket states the substance and date of entry).
- Recount under Rule 6, from the text. Authority: Fed. R. Civ. P. 6(a); Fed. R. App. P. 26(a). Note: Some apparent misses are not misses. A holiday, a Saturday, or Rule 58's separate-document requirement may give you time.
- Check the time-of-day cutoff. If time remains today, file a Rule 6(b)(1)(A) motion now.
- Preserve evidence: docket report, NEFs and headers, calendar entries, task history, error screens. Do not alter anything.
- Determine whether a technical failure was involved and find the court's procedure. Authority: S.D. Ind. L.R. 5-4(e); N.D. Ga. outage notice; Fed. R. Civ. P. 6(a)(3). Note: These procedures can have next-day deadlines of their own.
- Tell the supervising lawyer or managing partner. Do not fix this alone.
Red flag: Do not start with the late paper. If the order ended the case, the appeal date and the 28-day dates control everything else.
Phase 7: Sort the deadline (same day)
- Notice of appeal? Go to Phase 8, Part A. Authority: 28 U.S.C. § 2107; Bowles v. Russell, 551 U.S. 205 (2007).
- Rule 50(b), 52(b), 59, or 60(b) period? Go to Part B. Authority: Fed. R. Civ. P. 6(b)(2).
- A statute? Go to Part C. Authority: Sherrod v. Breitbart, 720 F.3d 932 (D.C. Cir. 2013).
- A scheduling order? Go to Part D. Authority: Fed. R. Civ. P. 16(b)(4).
- Service? Go to Part E. Authority: Fed. R. Civ. P. 4(m).
- Answer, leading to default? Go to Part F. Authority: Fed. R. Civ. P. 55(c).
- Requests for admission? Go to Part G. Authority: Fed. R. Civ. P. 36(b).
- Anything else? Go to Part H. Authority: Fed. R. Civ. P. 6(b)(1)(B).
- List every related date that is still open on one page, starting with the ones that cannot move.
- Decide whether someone other than the lawyer who missed it should run the recovery. Authority: Model Rule 1.7(a)(2).
Phase 8: File the right paper
Part A: Notice of appeal
- If you are within the second 30 days, file the notice and a Rule 4(a)(5) motion the same day. Authority: Fed. R. App. P. 4(a)(5). Note: Give notice to the other parties under local rules. Show excusable neglect (fault) or good cause (no fault). The 30 days to move is in the statute, and no one can extend it.
- If you got no notice within 21 days, move to reopen. Authority: Fed. R. App. P. 4(a)(6); 28 U.S.C. § 2107(c). Note: The motion is due within 180 days after entry or 14 days after you receive notice, whichever is earlier. Relief is discretionary, and you need no prejudice to anyone.
- Calendar 14 days from any reopening order, whatever the order says. Authority: Bowles.
- File a new notice after reopening, even if you already filed one. Authority: Parrish v. United States, 605 U.S. 376 (2025) (an earlier notice relates forward, but a second one costs little).
- Do not ask the court to vacate and re-enter the judgment to restart time. Authority: Fed. R. Civ. P. 77(d)(2); Vencor Hospitals, Inc. v. Standard Life & Accident Insurance Co., 279 F.3d 1306 (11th Cir. 2002).
Part B: Post-judgment motions
- Confirm that no extension is possible and do not ask for one. Authority: Fed. R. Civ. P. 6(b)(2).
- Protect the appeal date on its own clock. Authority: Fed. R. App. P. 4(a)(4)(A); Blue v. International Brotherhood of Electrical Workers Local 159, 676 F.3d 579 (7th Cir. 2012).
- Evaluate Rule 60(b). Authority: Fed. R. Civ. P. 60(b), (c)(1); Kemp v. United States, 596 U.S. 528 (2022). Note: A Rule 60 motion tolls the appeal time only if filed within the Rule 59 period. The (b)(1) to (3) grounds end at one year, and Rule 60(b)(6) cannot be used to avoid that year.
Part C: Statutes
- Limitations: list accrual, statutory tolling, agreements, relation back, savings statutes, and equitable tolling. Authority: Fed. R. Civ. P. 15(c); 28 U.S.C. § 1367(d); Holland v. Florida, 560 U.S. 631 (2010). Note: Ordinary neglect is not enough for equitable tolling under Lawrence v. Florida, 549 U.S. 327 (2007).
- Agency appeals: research whether the deadline is jurisdictional, then gather facts on tolling. Authority: Harrow v. Department of Defense, 601 U.S. 480 (2024); Riley v. Bondi, 606 U.S. 259 (2025).
- Removal: look for later service on a co-defendant or an "other paper." Authority: 28 U.S.C. § 1446(b)(2)(B), (b)(3); 28 U.S.C. § 1447(c).
Part D: Scheduling order
- Move under Rule 16(b)(4) and show diligence with dates. Authority: Johnson v. Mammoth Recreations, Inc., 975 F.2d 604 (9th Cir. 1992).
- Attach the proposed filing, address Rule 15 second, and explain how the schedule holds. Authority: Sosa v. Airprint Systems, Inc., 133 F.3d 1417 (11th Cir. 1998).
Part E: Service
- Serve now, then move, documenting every attempt. Authority: Henderson v. United States, 517 U.S. 654 (1996); Coleman v. Milwaukee Board of School Directors, 290 F.3d 932 (7th Cir. 2002). Note: Argue good cause first and discretion second, and include the limitations consequence. Extreme delay can sink even a granted extension, as in Efaw v. Williams, 473 F.3d 1038 (9th Cir. 2007).
Part F: Default
- Before entry: file the answer with a Rule 6(b)(1)(B) motion. After entry: move under Rule 55(c), attaching the answer. Authority: Enron Oil Corp. v. Diakuhara, 10 F.3d 90 (2d Cir. 1993).
- After judgment: use Rule 60(b), and check service. Authority: TCI Group Life Insurance Plan v. Knoebber, 244 F.3d 691 (9th Cir. 2001); Coney Island Auto Parts Unlimited, Inc. v. Burton, No. 24-808 (U.S. Jan. 20, 2026). Note: Coney Island applies the reasonable-time limit to void-judgment motions. Move as soon as you learn of the judgment. See also the Default Judgment Checklist: A Practical Checklist.
Part G: Requests for admission
- Serve responses and move under Rule 36(b) at once. Authority: Fed. R. Civ. P. 36(b).
Part H: Everything else
- File a real motion, a declaration, and the paper itself. Authority: Lujan v. National Wildlife Federation, 497 U.S. 871 (1990); Drippe v. Tobelinski, 604 F.3d 778 (3d Cir. 2010).
- Address all four factors and lead with the reason. Authority: Pioneer Investment Services Co. v. Brunswick Associates Ltd. Partnership, 507 U.S. 380 (1993); Silivanch v. Celebrity Cruises, Inc., 333 F.3d 355 (2d Cir. 2003).
- Meet and confer as local rules require. Authority: local rules; Fed. R. Civ. P. 83.
Red flag: If you find yourself writing "due to an inadvertent calendaring error" with no further detail, stop. Say what the mechanism was, how it failed, and what has changed. Courts focus on the reason, and Silivanch and Ragguette both reversed grants of relief.
Phase 9: Client, carrier, and firm (day one or two)
- Decide whether the error is material. Authority: Model Rule 1.4; ABA Formal Opinion 481 (2018). Note: The test is whether a disinterested lawyer would find it reasonably likely to harm the client or would reasonably cause the client to consider ending the representation. Check your state's rule and opinions.
- Call the client, then send a letter, without promising an outcome. Authority: Model Rule 1.4.
- Recommend independent advice in a way that means it. Authority: Model Rule 1.7(a)(2).
- Do not seek a release or a limitation of liability, and do not make a settlement without the required written advice. Authority: Model Rule 1.8(h).
- Give notice to the carrier as the policy directs before any payment or fee concession. Authority: the policy; Selko v. Home Insurance Co., 139 F.3d 146 (3d Cir. 1998).
- Answer the next renewal application accurately. Authority: Coregis.
- Keep carrier communications out of the client file.
- Hold a litigation hold in place for calendar logs, email, and the file.
Phase 10: After the ruling and system repair (within two weeks)
- If relief is granted, calendar all new dates and confirm the source of authority for each. Authority: Fed. R. App. P. 4(a)(5)(C) (limits on any extension).
- If relief is denied, compute appeal time for the denial. Authority: Yeschick; Fed. R. App. P. 4(a). Note: Denial of relief is reviewed for abuse of discretion, so review is limited, and Rule 60(b) denial does not generally reopen the merits.
- Update the client and carrier.
- Run a root-cause review that asks what failed, not who failed.
- Apply the fix to all cases, not just the affected one.
- Confirm the changes you described under oath have actually happened. Authority: Fed. R. Civ. P. 11(b).
Red flag: A second lapse in the same matter is far harder to excuse. The absence of repetition helped the movant in Keane, and a history of delay is one of the listed factors in Colleton Preparatory Academy, Inc. v. Hoover Universal, Inc., 616 F.3d 413 (4th Cir. 2010).
Phase 11: If you have no lawyer
- Register for docket access or check at the clerk's office weekly. Authority: Two-Way Media (the duty to monitor described there is a safe assumption for you too).
- Give the clerk any address change in writing, right away. Authority: Parrish shows how a prison transfer nearly cost an appeal.
- Find out whether you may e-file. Authority: Fed. R. Civ. P. 5(d)(3)(B). Note: A proposal published in August 2026 would open e-filing more broadly, but the earliest effective date it gives is 1 December 2028.
- File on time at the clerk's office, not in the mail. Authority: Fed. R. Civ. P. 5(d)(2); exception for inmates under Houston v. Lack, 487 U.S. 266 (1988).
- If you've missed a date, file a short signed motion today. Authority: Smith v. Barry, 502 U.S. 244 (1992); McNeil v. United States, 508 U.S. 106 (1993).
- If you own a company that was sued, get a lawyer now. Authority: Rowland.
- Ask about the court's pro se help desk and limited-scope programs. See Representing Yourself in a Civil Case: A Practical Guide.
This checklist is a general working aid and is not legal advice about any particular deadline, so confirm each date against the rules of your court.
Related Documents
Related Articles
- Missed Federal Deadlines: Rule 6, Excusable Neglect, and the Deadlines a Court Cannot Excuse: the reasoning behind every task here.
- Statutes of Limitations, Accrual, and Tolling: The Clock That Ends Most Claims: for the limitations entries in Phase 2.
Related Guides
- Recovering From a Missed Federal Court Deadline: A Practical Guide: the narrative walk-through of Phases 6 through 10.
- Representing Yourself in a Civil Case: A Practical Guide: support for Phase 11.
Related Checklists
- Statute of Limitations Diary Checklist: A Practical Checklist: a deeper diary system for limitations dates.
- Default Judgment Checklist: A Practical Checklist: both sides of a default.
- Post-Trial Motion Checklist: A Practical Checklist: the 28-day motions in detail.
- Federal Jurisdiction and Removal Checklist: A Practical Checklist: the removal clock.
- Copyright Claim Timeliness Checklist: A Practical Checklist: a claim-specific timing checklist from this batch.
- Privilege Clawback and Rule 502 Checklist: A Practical Checklist: a similar fast-response checklist from this batch, for inadvertent production.
Related Toolkits
- Federal Deadline Toolkit: Calendaring Protocols, Extension Motions, and Excusable Neglect Declarations: templates that carry out these tasks.
- Civil Procedure Toolkit: Pleadings, Jurisdiction, Preclusion, and Deadlines: a broader set of procedural working papers.
