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Joint appendix and appellate record preparation

For federal, state, and local courts and administrative proceedings. Compilation, pagination, and source checks for counsel's review.

Our approach

Appendix preparation and review

We compile designated record materials, format the appendix, and check it against the record and the requirements of the applicable court or tribunal. Counsel confirms designations and reviews the appendix before filing.

AI-Powered Document Processing

Automated extraction, optical character recognition (OCR), and formatting help prepare record materials for compilation and review.

Human-Guided Review

Our team checks the agreed record package against the source materials and the identified formatting requirements. Counsel reviews the result before filing.

Coordinate designations

We organize counsel’s designations and track document selections for the agreed appendix or record package. Counsel resolves designation questions.

Our Services

Document Compilation & Organization

We collect, organize, and compile designated documents from the underlying case record into an appendix or appellate record package organized to the applicable court or tribunal's requirements.

Hyperlinking & Cross-Referencing

We link record citations to corresponding pages included in the appendix, as agreed in scope. Cross-references between appendix documents can also be linked.

Table of Contents & Pagination

We generate accurate tables of contents with proper pagination, volume breaks, and sequential page numbering that comply with the applicable court or tribunal’s formatting rules.

Document Formatting & Quality Control

The agreed preparation can include orientation, margins, OCR text, bookmarks, pagination, and source comparisons. We identify the checks and delivery format with counsel before starting.

Customer Portal

Plan file transfer and review

Provide the record

Identify the record, designations, and briefs during scoping. We confirm the file-transfer process and portal access before you send materials.

Review the draft

Counsel reviews the draft volumes and requests changes. We agree on how comments, corrections, and final approval will be exchanged.

Agree on updates

We identify milestones, delivery dates, and the update schedule when we scope the work.

Frequently Asked Questions

What should we provide for scoping?

Identify the court, filing deadline, available record, briefs, and designations. Tell us about applicable orders, formatting requirements, and sealing or redaction instructions so we can agree on the preparation work.

Which courts and tribunals do you support?

We support federal, state, and local courts and administrative proceedings, including appeals. We prepare the appendix or record package required for the matter and check it against the rules, orders, and instructions identified with counsel.

How long does joint appendix preparation take?

We confirm the delivery date when we accept the scope, based on volume and the court's deadline. Rush available, fee and date quoted with the scope.

Can you coordinate with opposing counsel on designations?

Yes. We can track opposing counsel's selections and reconcile overlapping designations into a draft appendix. Counsel reviews the designations and the resulting appendix.

Ready when you are

Need help with your next matter?

Tell us the task, record volume, and deadline. We scope the work on a 30-minute call, run a conflict check, and confirm the quote and delivery date before starting.