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PB-024

Stale File Sweeper

Surfaces the open matters where nothing has happened and nobody has noticed.

The spec — copy this

Set up a new bot for me that runs every Monday. Walk me through connecting my case management system and Slack, then configure it: find every open matter with no substantive activity inside my staleness window, group them by responsible attorney and by what appears to be blocking them — waiting on records, waiting on the client, waiting on opposing counsel, waiting on us — and post one list per attorney with the single next action each file needs. Track how long files stay on the list week over week and escalate anything that has appeared three times running, because the second appearance is a backlog and the third is a problem. Ask me for my staleness windows by matter type, what counts as substantive activity, and who receives escalations, run it read-only for two weeks so the team can calibrate, 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.

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