Lien Inventory Tracker

The spec — copy this

Set up a new bot for me that runs weekly. Walk me through connecting my case management system and my email, then configure it: maintain a live inventory of every asserted lien and payer interest per matter — health plan, government payer, provider, letter of protection, subrogation claim — with the asserted amount, the date asserted, the last correspondence, and whether a reduction request is outstanding. Flag matters approaching resolution where the lien picture is still incomplete, since that is where the money and the delay live. Draft the follow-up correspondence for anything that has gone quiet past my interval. Ask me for my follow-up intervals, my correspondence templates, and who approves reduction requests, show me every draft before it sends, run it read-only for two weeks, then save it.