Example stagnation rules to help your firm
Stagnation rules only work if they reflect how your firm actually operates. These examples cover three common rule types and the situations they are designed to catch.
Why this matters
Files that are not actioned regularly create lockup, cashflow problems, and client relationship risk. In more serious cases, missed tasks — filing deadlines, court appearances — can have professional consequences. Comprehensive stagnation rules keep open matters front of mind and ensure nothing is missed.
Examples
No fee created in the last 30 days
Under 2 minutes to set up
Real world example
Tom Chen completed work on a matter but got distracted before submitting a fee. A month passed before the file was flagged as stagnant. Priya Sharma followed up, prompting Tom to submit — ensuring the fees could be invoiced against the trust.
No action on an intake matter type in the last 3 days
Under 2 minutes to set up
Real world example
A new intake matter was opened for an initial consultation, but no determination was made and no action followed. Three days later the rule flagged the file. James Okafor investigated and followed up with the client, who had been waiting for a response.
No task completed in the last 60 days
Under 2 minutes to set up
Real world example
A conveyancing matter running on a fixed fee arrangement has a rigid task sequence. Without regular task completion, the firm earns nothing until the file closes. The rule flags matters that have stalled before the work — and the revenue — can progress.
The takeaway
No two firms are the same. These three rules are examples of real rules set up by real Workzilla clients, but your needs may vary. Stagnation is a powerful tool for organisational efficiency — think about what rules would help your firm and feel free to experiment.