Proactive updates that prevent the
Aggregates recent activity across email, calendar, documents, and deadlines for each matter, then generates a formatted status update for your review and delivery. Turns reactive "where's my case?" calls into proactive "here's what happened this month" emails.
Create a skill called "Client Status Reporter" for a lawyer. For each active matter I designate, compile a periodic status report by aggregating: recent emails and correspondence, court filings and orders, hearings attended or upcoming, documents exchanged, key deadlines approaching, and any action items pending (from the client or from me). Draft the report in professional but accessible language — no legalese unless necessary. Include sections for "Recent Developments," "Upcoming Events and Deadlines," and "Next Steps." Let me configure the frequency per matter (weekly, biweekly, or monthly). Generate the draft for my review, and when I approve it, send it to the client via email. Track which reports have been sent and when.
Poor communication is the #1 client complaint filed with state bars. This
skill generates regular status reports from actual matter activity so you
can send proactive updates without spending an hour writing them.
Rule-based deadline drafts with citations and reminders
Input a trigger event, jurisdiction, and rule source. Get a draft deadline chain with business-day handling, holiday adjustments, service-method offsets, and an audit trail you can review before anything is calendared.
Every deadline across every case, one Monday morning email
Generates a prioritized weekly report of all upcoming deadlines, hearings, and filing dates across your entire caseload. Sent every Monday morning so you start the week knowing exactly what's due and when.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.