PB-017
Plaintiff Fact Sheet Chase
Tracks fact sheet completion across an inventory and chases the missing pieces.
Before you run this
Client outreach requires attorney supervision. Fact sheet content is discovery; nothing about it should be drafted or completed by an unsupervised tool.
The spec — copy this
Set up a new bot for me that runs every weekday. Walk me through connecting my case management system and my messaging platform, then configure it: track plaintiff fact sheet status across the inventory by tort — not started, in progress, missing specific sections, missing records, submitted, deficient — with the days remaining until each deadline. Surface the clients blocking completion and draft an outreach for each one naming the specific missing item rather than asking generally for paperwork. Escalate anything inside my danger window to the responsible attorney by name, since a deficiency that ages out is a dismissed case. Ask me for the deadlines by tort, my danger window, my outreach templates, and who approves client contact, show me every draft, run it read-only for a week, then save it.
Paste into an assistant that can connect to your systems.
- Category
- Mass Tort Campaigns
- Connects to
- Contributed by
- Jacob Malherbe Mass Tort Ad Agency↗
- Approval gate
- A named human approves before anything sends, files, or publishes.
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