Active Matter

Surrogacy Agreement — Sample Matter

In ProgressMAT-2026-0147Reproductive / Family LawAssigned to Legal Operations

Matter completion68%

Stages 01–02 closed · Stage 03 in attorney review

Matter Progress

68%

On track

Documents

18 / 21

3 outstanding

Pending Tasks

2 high priority

Upcoming Deadline

Sep 04, 2026

Execution window

Matter Workflow

Select a stage to view its scope, checklist, owner, and next action.

03 — Drafting & Attorney Review

In Review

Prepare the appropriate agreement using approved templates and coordinate attorney revisions.

Responsible party: Legal Operations
Next action: Follow up with attorney regarding draft revisions

Stage checklist

Template selected
Matter details populated
Initial draft completed
Attorney review
Final revisions
Approval

Matter Timeline

Chronological record of matter events.

Aug 18Matter intake completed
Aug 19Required documents requested
Aug 20Supporting documents uploaded
Aug 21Initial agreement drafted
Aug 22Draft submitted for attorney review
Aug 24Revision request receivedCurrent
Aug 25Final review scheduledUpcoming

Activity

Fictional demo activity feed.

AM
Alex Morgan Updated the matter status
2 hours ago
JL
Jordan Lee, Esq. Requested revisions to Section 7
Yesterday
AT
Agency Team Uploaded updated match documentation
Aug 22
S
System Signature packet created
Aug 21
PR
Priya Raman Verified medical clearance records
Aug 20

Documents

Mockup records only — no downloadable legal documents.

Document	Type	Status	Owner	Last Updated	Action
Intended Parent Agreement	Contract	In Review	Legal Operations	Aug 24	View
Agency Match Sheet	Supporting Document	Complete	Agency	Aug 20	View
Medical Clearance	Supporting Document	Complete	Clinic	Aug 20	View
Notarization Certificate	Execution	Pending	Legal Operations	—	View
Final Executed Agreement	Contract	Pending	—	—	View
Escrow Funding Confirmation	Supporting Document	Missing	Agency	—	View

Matter Tasks

Fictional assignees and demo due dates.

Verify client identification documents
Due Aug 19 · Alex Morgan
HighCompleted
Upload agency match sheet
Due Aug 20 · Priya Raman
MediumCompleted
Prepare initial agreement
Due Aug 21 · Alex Morgan
HighCompleted
Follow up with attorney
Due Aug 26 · Alex Morgan
HighIn Progress
Prepare signature packet
Due Aug 29 · Devon Clark
MediumNot Started
Schedule notarization
Due Sep 02 · Devon Clark
LowNot Started

Workflow Logic

Linear path plus the exception branches that keep a matter moving.

Intake
Document Collection
Drafting
Attorney Review
Execution / Notarization
Closeout

If required documents are missing

Document CollectionMissing DocumentsFollow-UpDocument Collection

If attorney requests revisions

Attorney ReviewRevisions RequiredDraftingAttorney Review

If approved

Attorney ReviewApprovedSignature & Notarization

Portfolio Demonstration

Project

Legal Matter Workflow Management

Role

Legal Virtual Assistant / Legal Operations

Objective

Streamline legal matter administration from intake through completion.

Skills demonstrated

Workflow designLegal document managementMatter trackingTask coordinationDeadline managementProcess optimizationAdministrative operationsClient and attorney coordination

Fictional portfolio demonstration — no real client data. This interface does not provide legal advice.

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