Office Actions don’t just take time. They can throw off your whole flow if you don’t have a system.
You open an OA and wonder where to start
Drafts take longer than they should
Client updates feel repetitive (and eat into billable hours)
The truth? It’s not the law that slows you down — it’s the workflow.
That’s why I created the OA Workflow Bundle: to give you a practical, repeatable system you (or your law clerk) can use every time an OA lands on your desk.
Solo attorneys managing their own docket
Small firm attorneys who want smoother OA handling
Law clerks who need a clear framework for drafting and comms
Whether you’re delegating to a clerk or tackling OAs yourself, this bundle gives you the tools to cut down overwhelm and focus on strategy instead of admin.
Your first filter. Quickly capture, sort, and prioritize incoming OAs so nothing slips through the cracks.
Turn your triage notes into a working draft. This toolkit makes it easy to shape a strong OA response without starting from scratch.
Keep clients in the loop without rewriting the same email every time. Professional, plug-and-play messages that save you hours.
If purchased separately: $103
Your price today: $87
You save $16
- HAPPY FILES -
FAQs
Streamline your Office Action process from triage to drafting to client communication - all in one package.
Nope. These tools work whether you’re using a docketing system or tracking things manually.
Absolutely. The checklist and draft bundle were built to make delegation easier.
That’s exactly why this bundle exists. The OA Triage™ Checklist provides clerks with a clear framework for identifying and categorizing issues, while the Start the Shadow Draft™ Bundle offers structured guidance, ensuring they don’t start from a blank page. Even if their writing isn’t polished, you’ll have a solid draft to refine - which saves you time and ensures the legal analysis stays on track.
Not at all. The checklist is your first filter; it helps you capture, sort, and prioritize the issues in an OA before you start writing. Think of it as the roadmap that makes drafting easier. The drafting itself happens in the Start the Shadow Draft™ Bundle, which picks up where the checklist leaves off.
Yes! That’s the point. Instead of reinventing the wheel for every OA, you’ll have a framework ready to go.
No. The checklist is a first-step tool for identifying and organizing issues. It helps you decide what needs attention before you (or your clerk) start drafting. Think of it as a roadmap, not the final draft.
Go with the Checklist if you want to start small and focus on issue-spotting.
Go with the Workflow Bundle if you want the full, stress-free system from start to finish.