Legal practitioners · case management
Never miss a key date or limitation deadline
The problem
Court deadlines, limitation dates and completion dates are tracked in personal diaries and memory. A missed date can lead to a negligence claim.
What you get
Dates are pulled from documents and court orders, double-checked by a person, and diarised with escalating reminders.
Three ways to do it
Indicative monthly running costs, not quotes. They exclude VAT and any one-off build or set-up work. Claude usage is based on Anthropic’s list prices for Claude Sonnet 5.5 and Haiku 5.5; other figures are rough estimates prepared in October 2026.
How it’s built
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Standardise date types
Limitation, court deadlines, completion and review dates, each with its own reminder pattern.
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Extract dates from documents
When an order or letter is filed, AI lists every date and deadline and quotes the wording it came from.
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A person confirms every date
A fee earner or paralegal approves each date before it’s diarised. AI never diarises on its own.
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Diarise with escalation
Reminders go to the fee earner, then to their supervisor if the task isn’t marked done.
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Send a weekly key-dates report
Each supervisor gets the upcoming dates for their team.
How it fits common tools
- Microsoft 365 Outlook, Teams, SharePoint and Excel connect through Power Automate, and n8n, Make and Zapier all support them. Microsoft Bookings is included in most business plans.
- Google Workspace Gmail, Calendar, Sheets and Drive have well-documented APIs and ready-made connectors in n8n, Make and Zapier.
- Zoho Zoho Bookings, Forms, CRM and Sign all have APIs, and Zoho Flow links them together. Make and n8n have Zoho connectors too.
- Clio Clio has an open API and integrations with Zapier and Make, so matters, contacts, tasks and time entries can all be automated.
- Other case management API access varies by vendor and plan (e.g. LEAP, Actionstep, Osprey). Some offer full APIs, some only exports, so check before choosing an approach.
- Xero or QuickBooks Both have open APIs and connectors in Make, n8n and Zapier, so invoices, payments and reminders can be automated.
- Spreadsheets Fine as a starting point. Once the automation is live, move the data into a proper database or list so it doesn’t break when someone renames a column.
- Paper forms Usually the biggest quick win: replacing paper with a phone or web form removes the re-typing entirely.
Watch-outs
- Working out a limitation date takes legal judgement. Use AI to find dates, not to decide them.
- Check your professional indemnity insurer’s requirements for key-date systems.
Want this built for your firm?
Blue Tea is a UK-based software partner. We start with the problem, not the software: if an existing system already does the job, we’ll configure it. If it doesn’t fit, we’ll design and build something that does.
- ISO 9001 and ISO 27001 certified
- Strategy, design and engineering under one roof
- No obligation. Just a conversation about your process.