Case Agent

Case Monitoring Agent

See it. Predict it. Own it.

The Case Monitoring Agent keeps you in command — tracking every probate case, every milestone, every missing document — in real time.
AI Predictive Timelines, doesn’t just show you where a case stands — it predicts how long it will take to finish.

No more guessing. No more scrambling. Just clear visibility, smarter planning, and faster updates for your clients.

🧠 What It Does:

  • Tracks Every Milestone
    Stay on top of petitions, inventories, filings, and final accountings — automatically.

  • Flags What’s Missing
    Instantly see outstanding documents, tasks, and overdue items.

  • Predicts Case Completion 
    AI forecasts how long each case will take based on real-world complexity — so you can set better expectations.

  • Displays an Interactive Timeline
    A clean, clickable chart shows exactly where each matter stands — and where it’s going.

  • Organizes by Client and Matter
    Sort, search, and filter cases effortlessly.

  • Sends Smart Alerts
    Never miss a filing deadline again — get notified before issues arise.

✅ Benefits:

  • See case status at a glance

  • Predict timelines with AI

  • Keep your team aligned

  • Give clients faster, smarter updates

  • Reduce stress and stay ahead

Smith Case Status

5-20-25

🔵 1. Case Opened
Case file created and opened at the court.

 

🔵 2. Petition Filed
Petition to initiate probate filed with court.

 

🔵 3. Personal Representative Appointed
     Court officially appoints PR (Executor).

 

🔵 4. Notices Sent to Heirs
     Heirs notified formally of estate administration.

 

5. Consent Forms Being Collected
     Gathering heirs’ consent and waivers.

 

⚪ 6. Inventory of Assets
     Listing all estate assets submitted.

 

⚪ 7. Payment of Debts and Claims
     Valid debts and claims reviewed and paid.

 

⚪ 8. Distribution of Assets
     Remaining assets distributed to heirs.

 

⚪ 9. Final Accounting Filed
     Final financial report submitted to court.

 

⚪ 10. Case Closed
     Court formally closes the estate.

Case Agent

Case Monitoring Agent

Know where every case stands — at a glance.

The Case Monitoring Agent gives you real-time visibility into every active probate case. It tracks key milestones, upcoming deadlines, missing documents, and unresolved tasks — so nothing falls through the cracks.

Built specifically for the probate workflow, this intelligent agent organizes your caseload and gives you and your staff a clear, visual representation of progress — from petition to final distribution.

🧠 What It Does:

  • Tracks Milestones Automatically
    Each case is mapped to the probate process, with milestones like Petition Filed, Letters of Administration Granted, Inventory Submitted, and Final Accounting Completed.

  • Identifies Outstanding Items
    Shows which documents are still needed, which tasks are incomplete, and what must happen to advance the case.

  • Provides a Visual Timeline
    Displays each matter on a clean, interactive chart — so you and your team can see where the case stands at any time.

  • Organizes By Client and Matter
    Search, sort, or filter cases by priority, status, or last activity. Each case dashboard includes client info, action items, notes, and deadlines.

  • Sends Smart Reminders
    Optional alerts notify you or your staff when an item is overdue or a filing date is approaching.

✅ Why Attorneys Like It:

  • Stay on top of every case without digging through files

  • Keep staff aligned and accountable

  • Reduce delays and missed deadlines

  • Provide quick, accurate status updates to clients

  • Reduce stress by knowing exactly what’s pending — and what’s done

Case Agent

Case Monitoring Agent

Know where every case stands — at a glance.

The Case Monitoring Agent gives you real-time visibility into every active probate case. It tracks key milestones, upcoming deadlines, missing documents, and unresolved tasks — so nothing falls through the cracks.

Built specifically for the probate workflow, this intelligent agent organizes your caseload and gives you and your staff a clear, visual representation of progress — from petition to final distribution.

🧠 What It Does:

  • Tracks Milestones Automatically
    Each case is mapped to the probate process, with milestones like Petition Filed, Letters of Administration Granted, Inventory Submitted, and Final Accounting Completed.

  • Identifies Outstanding Items
    Shows which documents are still needed, which tasks are incomplete, and what must happen to advance the case.

  • Provides a Visual Timeline
    Displays each matter on a clean, interactive chart — so you and your team can see where the case stands at any time.

  • Organizes By Client and Matter
    Search, sort, or filter cases by priority, status, or last activity. Each case dashboard includes client info, action items, notes, and deadlines.

  • Sends Smart Reminders
    Optional alerts notify you or your staff when an item is overdue or a filing date is approaching.

✅ Why Attorneys Like It:

  • Stay on top of every case without digging through files

  • Keep staff aligned and accountable

  • Reduce delays and missed deadlines

  • Provide quick, accurate status updates to clients

  • Reduce stress by knowing exactly what’s pending — and what’s done

🔵 1. Case Opened
Case file created and opened at the court.

 

🔵 2. Petition Filed
Petition to initiate probate filed with court.

 

🔵 3. Personal Representative Appointed
     Court officially appoints PR (Executor).

 

🔵 4. Notices Sent to Heirs
     Heirs notified formally of estate administration.

 

5. Consent Forms Being Collected
     Gathering heirs’ consent and waivers.

 

⚪ 6. Inventory of Assets
     Listing all estate assets submitted.

 

⚪ 7. Payment of Debts and Claims
     Valid debts and claims reviewed and paid.

 

⚪ 8. Distribution of Assets
     Remaining assets distributed to heirs.

 

⚪ 9. Final Accounting Filed
     Final financial report submitted to court.

 

⚪ 10. Case Closed
     Court formally closes the estate.