Your Case Status Reporting Agent Sends Every Client Update on Time
What it takes off your plate
The AgentWorks Case Status Reporting Agent compiles and sends the status reports clients and attorneys expect on each matter, so your paralegals stop assembling reports by hand and spend their time with the clients who call and the cases that need them.
Here is status reporting in most firms. A client organization expects a monthly update on its litigation. The paralegal pulls the docket from the court site, the recent activity from the case management platform, the fees and costs from billing, and the attorney's notes from wherever they live. One partner wants a one-page summary; another wants every event listed. The report takes half a day. When that paralegal is out sick or on vacation, the report does not go out at all, and the client's general counsel calls to ask what is happening on a matter they are paying for.
What the Case Status Reporting Agent does, step by step
The Case Status Reporting Agent starts with the communication, because a report only helps if the right people read it.
- It asks for what the systems do not know. Before each report, it emails the responsible attorney for a short note on strategy or next steps, and follows up the next morning if nothing comes back.
- It pulls the data. It collects docket entries, recent filings, upcoming hearings and deadlines from the case management system, fees and costs from billing, and the attorney's notes.
- It formats per attorney and per client. Each attorney's preferred layout and each client's reporting requirements are saved as a template, so the same data comes out in the form each reader expects.
- It flags matters needing attention. A matter with no activity in a while, a deadline coming up without a task, or fees running ahead of the plan goes to the attorney's dashboard with the reason.
- It routes for approval. The client-facing draft goes to the attorney for review. Nothing reaches a client without an attorney's approval.
- It sends and confirms. On the cadence set for each matter, it sends the approved report to the client contacts and confirms delivery. If a client replies with a question, it logs the question on the matter and routes it to the attorney.
- It covers absences. When the paralegal who owns a matter is out, the reports still go on schedule, because the agent owns the compiling.
It works in the case management, billing, calendar and email tools the firm already uses, such as Clio, Outlook and CourtDrive.
Where the work is recorded
Every request to an attorney, every report sent and every client reply is logged on the matter and the client record in your CRM. When the client calls, whoever answers sees the last report the client received and any question they asked about it.
Each report is saved to the matter in the case management system, with the data it was built from. Attorney dashboards show every open matter with its status and flags. The next morning the paralegal sees which reports went out, which are waiting on attorney approval, which attorneys still owe a strategy note, and which matters were flagged. An agent that could not record its results would be a chatbot. This one leaves a history of what each client was told and when.
What your people do instead
Your paralegals spend their time on the client relationship: the call from a worried client, the witness who needs preparation, the documents only a trained eye can assess. Your attorneys read a flagged dashboard instead of asking around for status, and approve a draft rather than write one.
What goes into a client report about strategy and risk is still the attorney's call. The Case Status Reporting Agent brings the draft forward with the facts gathered and keeps the compiling, the reminders and the records moving around that judgment.
Status reporting is one of several points where clients decide whether to stay. See how a client retention agent follows up after every matter closes, and how a document assembly agent drafts from the matter while you counsel.
One next step
Find out whether status reporting is the workflow to hand over first. The free Legal Industry Assessment shows which workflow an agent should take first in your firm. To see every agent built for law firms, including the AgentWorks Case Status Reporting Agent, visit the Legal industry page.
See where the Case Status Reporting Agent would start in your legal business.
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