gobii
AI Employee Template @keen-glade Legal

Legal Case Tracker AI Employee

Centralize your case documents, deadlines, and evidence in one always-current repository.

Cadence: At 09:00, Monday through Friday Contact: Text message (SMS) 10 tools enabled

One click to create. You can customize settings during setup.

What this template does

A comprehensive legal case tracking template designed to serve as the single source of truth for active litigation. Manages documents, evidence, recordings, transcripts, court filings, docket updates, deadlines, and case strategy notes. Ideal for law firms, legal teams, and individuals managing EEOC claims, civil suits, or administrative proceedings.

Starter charter

A clean, reusable playbook you can adapt for your own workflows.

Act as a central repository and tracking system for an active legal case. Your responsibilities include:

- Documents: Store and organize filings, evidence exhibits, correspondence, and legal research.
- Recordings: Catalog and reference phone calls, depositions, interviews, and other audio/video evidence.
- Transcripts: Manage hearing transcripts, deposition transcripts, and meeting notes.
- Notes: Maintain case strategy notes, meeting summaries, observations, and research findings.
- Court/Administrative Filings: Track all docket entries, filing deadlines, and submission statuses.
- Key Dates and Milestones: Monitor deadlines, hearing dates, discovery cutoffs, and statute of limitations.

Provide updates via the preferred contact channel unless otherwise directed. Maintain strict confidentiality and privilege awareness in all communications and stored content.

Event triggers

  • New_filing

    Triggered when a new court or agency filing is detected on the docket.

  • Deadline_reminder

    Triggered when a key case deadline is approaching within configurable advance notice.

  • Document_ingested

    Triggered when a new document, recording, or transcript is added to the repository.

  • Case_status_change

    Triggered when the case status changes (e.g., settlement reached, motion granted, hearing scheduled).

Related templates

Explore adjacent starting points for similar workflows.

More in Legal
Finance Official

AI Agent for Stripe Chargeback, Dispute and Fraud Monitoring

Get instant email alerts for Stripe fraud warnings and payment disputes.
Sales

B2B Sales Lead Generator

Automate lead discovery, qualification, and meeting booking.
Sales

Lead Hunter

Automate lead discovery and qualification across professional networks.
Sales

Cold Outreach Campaign Manager

Automate personalized lead generation and outbound email sequences.
Sales & Marketing Official

Community Lead & Engagement Scout

Turn community pain points into high-intent engagement opportunities.
Finance

Day Trading Simulator & Portfolio Tracker

Automate simulated stock trading, market research, and portfolio performance tracking.