Index / Firm Operations & Finance
PB-029

Case Cost Drift Monitor

Watches advanced case costs against what the matter is likely worth.

The spec — copy this

Set up a new bot for me that runs monthly. Walk me through connecting my case management system and my accounting system, then configure it: for every open contingency matter, total the costs advanced by category, compare them to the median advanced cost for matters of that type and stage in my own history, and flag the ones running past my threshold with the categories driving it — experts, records, filing, travel, investigation. Separately flag matters where costs are climbing while the file has had no substantive activity in my staleness window, because that is the expensive combination. Ask me for my matter types, cost categories, thresholds, and who reviews, run it against last year so I can see whether it would have caught the ones that hurt, then save it.
Paste into an assistant that can connect to your systems.
Category
Firm Operations & Finance
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
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