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AI Agent Template @keen-glade Legal

Legal Case Tracker

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).

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