Case Management Agent

WHAT IT DOES

Manages the operational side of legal casework end to end. Processes client intake forms with automated conflict checking, qualifies cases against your firm's acceptance criteria with risk scoring, and extracts key facts from submitted documents into chronological timelines with source citations. Tracks every filing deadline and statute of limitations with escalating alerts at 30, 14, 7, and 3 days before due — ensures no deadline is ever missed. Handles task assignment across attorneys and paralegals, manages document organization within your case management system, and generates weekly status reports with timeline progress, upcoming milestones, and workload distribution. Provides real-time case status dashboards so partners can see portfolio health at a glance without chasing updates.

WORKFLOW

1. Intake client information
2. Qualify case
3. Extract facts from documents
4. Set up case timeline
5. Track deadlines
6. Generate status reports
7. Alert on upcoming deadlines

SKILLS

INTEGRATIONS