Index / Referrals & Co-Counsel
PB-031

Co-Counsel Obligation Tracker

Reads your co-counsel agreements and tracks what each side actually owes.

Before you run this

Extraction is a reading aid, not an interpretation. Every obligation it reports must be confirmed against the agreement text by an attorney.

The spec — copy this

Set up a new bot for me I can trigger per co-counsel relationship. Walk me through connecting my document store and my case management system, then configure it: read the co-counsel and fee agreements for a matter or an inventory, extract what each side committed to — work allocation, cost advances, fee split, reporting cadence, settlement authority, notice requirements — into one page per relationship with a citation to the governing paragraph, then track the recurring obligations and tell me when a reporting or notice deadline is coming or has passed. Flag where two agreements on the same inventory contradict each other. Ask me which relationships to cover, where the agreements live, and who to notify, run it on a relationship I know well so I can check the extractions, then save it.
Paste into an assistant that can connect to your systems.
Category
Referrals & Co-Counsel
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
Approval gate
A named human approves before anything sends, files, or publishes.

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