Index / Case & Docket Operations
PB-033

Discovery Deadline Brief

A morning brief of what is due, who owns it, and what is not started.

Before you run this

A reporting aid built on your existing docket entries. It does not calculate deadlines and does not replace docketing.

The spec — copy this

Set up a new bot for me that runs every weekday at 7am. Walk me through connecting my case management system and my calendar, then configure it: give me one brief covering everything due in the next fourteen days across all matters — responses, disclosures, expert deadlines, hearings, depositions — with the matter, the deadline, the responsible attorney, and whether any work product exists yet. Put the items with a deadline and no started work at the top, because those are the only ones that matter at 7am. Flag any deadline that appears in the case management system but not on the calendar, or vice versa, since the disagreement is the risk. Ask me which matters and deadline types to include and how far ahead to look, run it for tomorrow so I can check it against my own list, then save it.
Paste into an assistant that can connect to your systems.
Category
Case & Docket Operations
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
Approval gate
A named human approves before anything sends, files, or publishes.

More in Case & Docket Operations