AI Agents for Deadlines & Compliance

Every firm has a docketing process. Most run it in a combination of calendar entries, practice management fields, and a spreadsheet someone maintains. Most of the time it works. Once every few months, a deadline slips. A SOL computed from the wrong incident date. A response deadline that wasn't calendared because the service date was ambiguous. A filing deadline that fell on a day the office was closed for a conference. The slip is usually caught before it becomes a claim. Sometimes it isn't.

With a docketing and deadlines agent in place, the computation moves to software with explicit rules. For every matter, the agent proposes SOL, filing, and response deadlines from the jurisdiction's statute, the filing or service date, and the applicable tolling rules, then routes them to an attorney to confirm before they lock into the calendar. The agent watches for new matter data that would change a deadline (amended complaint, agreed extension, removed action) and recomputes. A typical escalation ladder runs 90, 60, 30, 14, and 7 days out with a different severity at each step, tuned to how your docketing team already works.

Compliance is the partner workstream. An ethics guardian agent logs every AI-assisted work product and flags items that need attorney sign-off under ABA Opinion 512 (competence, confidentiality, supervision). A trust account reconciler runs the IOLTA prep work daily, flags variances, and drafts the reconciliation for your accountant or a licensed attorney to sign off. A court rules monitor watches local rule changes in the jurisdictions you practice. None of this replaces the attorney's judgment. All of it removes the tracking load.

Deadline computation is explicit-rules work. The rules live in the statute. Trigger events sit in the matter record. Escalation is arithmetic on the deadline date and today. Computation and escalation are both mechanical. The legal judgment, how to respond, whether to request an extension, how to structure a filing, stays with the attorney.

Compliance is audit-trail work. ABA Opinion 512 requires supervision of AI-assisted work product. That means a log: what was generated, what was reviewed, who signed off. Agents do this as a side effect of doing the work. The audit trail is the free byproduct. A clean log is what every ethics inquiry eventually asks for. Agents run in your account under SOC 2 and HIPAA controls, with zero data retention from our LLM providers and drafts-only output; the log writes itself as a byproduct.

Blueprint is 2 to 3 weeks. We walk through your current docketing, trust account, and compliance processes, review how AI is used in the firm today, and map where the agents would land. You leave with a prioritized roadmap.

Build is 4 to 8 weeks. The docketing and SOL tracker agent is usually the first to stand up because it pays back immediately. We connect it to your practice management system, encode the jurisdictions you practice, and run it in shadow mode against your existing calendar while we tune. Trust account and ethics guardian follow in the same engagement or the next one.

Managed is the ongoing operating mode. We monitor the agents, update jurisdiction rules as statutes and court rules change, add new agents as your needs grow, and absorb the work of keeping the fleet running. You get a monthly review.