Court Case Management

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  1. Court Case Management
  2. Use Proto with this system
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Put an AI agent to work in Court Case Management

Use Proto to inspect case work and prepare questions for the right owner.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Matter Coordinator: Show assigned matters with open deadlines and the next due date.
  • Supervising Attorney: Gather the event lines and verified attachments for a pending revision review.
  • Auditor: Trace a closed matter from review decision to operation receipt and state change.

What stays with a person

  • The legal team owns case dates, reviewer independence and the decision on each matter revision.
  • Proto can organize linked records and prepare a comparison, but the Supervising Attorney makes the review entry.
  • Confirm an external filing or delivery through its source acknowledgement before treating the action as complete.

The legal team owns case dates, reviewer independence and the decision on each matter revision. Proto can organize linked records and prepare a comparison, but the Supervising Attorney makes the review entry. Confirm an external filing or delivery through its source acknowledgement before treating the action as complete.

Set up Court Case Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started