Referral Relationship Keeper

The spec — copy this

Set up a new bot for me that runs monthly. Walk me through connecting my case management system and my email, then configure it: maintain a ledger of every referral source — who referred, what case type, what happened to the matter, what fee was shared and when — and tell me which sources have slowed or stopped, which are sending cases I decline, and which have never received an update on a matter they sent. Draft a personal status update for each active referral source and a reconnection note for the ones that have gone quiet, both specific enough that the recipient knows it was not a blast. Ask me who my sources are, what a healthy cadence looks like, what I can disclose about matter status, and who signs. Show me every draft, run one cycle with me watching, then save it.