Skip to main content

Understanding LIM Checklist Items

How Statute of Limitations dates work in Neos, including how to identify and assign LIM Checklist items in the Primary or Auxiliary Checklist, and how the LIM Date in the Case Header is determined.

Statutes of Limitations are time limits for how late a lawsuit can be filed after a triggering event. Each state sets its own statute of limitations based on different types of claims (e.g., personal injury, wrongful death, domestic violence, medical malpractice, etc.).

In Neos, Statute of Limitations are calculated using Checklist items assigned within the Primary Checklist (based on Case Type) or Auxiliary Checklist. Checklist items can be marked as "LIM" items which are easily distinguishable in the Checklist.

Identify LIM Checklist Items

LIM Checklist items within the Case Checklist, Checklist Summary, and My Checklist (My Dashboards) are distinguished using an icon: for Open or for Done.

Users must have Enabled access to Special Permissions > Modify Lim Items to make any changes to Checklist items marked as LIM in any of the above locations.

Assign LIM Checklist Items

Any Checklist item can be assigned as a LIM item using the Primary or Auxiliary Checklist.

Users must have the appropriate permissions to Directories > Case Type, Primary Checklist, and/or Auxiliary Checklist.

Keep in mind that all Checklist items from the Primary Checklist will be automatically added to new cases of a Case Type and individual items can be added to existing open cases, whereas all Checklist items from a selected Auxiliary Checklist Title can be added to a Case as needed. Checklist items that have been added to the Case Checklist tab are distinguishable using the "Aux Checklist Title" column in the grid. Additionally, Auxiliary Checklist Titles that have been added to a Case, will display in the Case Header, as well as a Case Folder Status if the Auxiliary Checklist Title is flagged as Litigation.

  • Primary Checklist: Access from Settings > Case Types > Primary Checklist tab.

  • Auxiliary Checklist: Access from Settings > Auxiliary Checklist

Using either Checklist, locate the item you wish to deem as a LIM. Ensure the "Lim" column is present in the grid. Mark the checkbox to distinguish this item as a LIM item.

NOTE: The Statute of Limitations begins to run from the Ref (Reference) code, usually the DOI (Date of Incident) plus any number of Days after the incident. Your firm will need to enter the correct number of Days for due date in each Case Type for the LIM Date to calculate correctly in the Case Header. Leap years are automatically counted when calculating the LIM Date.

LIM Date in Case Header

The "LIM Date" on the Case Header utilizes the earliest Open LIM Checklist item Due Date. When determining whether the LIM Date is showing the correct date for a Case, check the Case Checklist tab to see the number of Open items that are marked as LIM. In order for Neos to display the correct LIM Date in the Case Header, ensure that the Case Type is marked as "LIM Applicable".

The following screenshot shows a Case with many Open LIM Checklist items, however, only the earliest date displays in the Case Header as the LIM Date.

  • If no Open LIM Checklist items exist in the Case, Neos will use the Due Date of the last Done LIM item as the LIM Date in the Case Header.

  • If there are no Open, Done, or <Blank> Checklist items marked as LIM, Neos will display "Not Set" as the LIM Date in the Case Header.

  • If the Case Type is not "LIM Applicable", then "N/A" will display as the LIM Date in the Case Header.

Did this answer your question?