DealFlow

Description

Implement a filter control that lets users instantly narrow the Deadline Radar to tasks occurring within the next 7, 14, or 30 days. This control should integrate seamlessly into the dashboard, updating the radar view in real time and providing attorneys with an at-a-glance focus on imminent deadlines. The feature enhances time management by surfacing only relevant upcoming tasks, reducing cognitive load and preventing missed deadlines.

Description

Create a filter toggle that allows users to drill into high-priority cases within the Deadline Radar. Users should be able to mark cases as high priority and then activate the filter to display only deadlines from those flagged matters. This requirement ensures that critical cases always remain front and center, supporting efficient workload planning and risk mitigation.

Description

Develop a client selector enabling users to focus the Deadline Radar on tasks tied to specific clients. The selector should provide an autocomplete search or dropdown list of active clients, updating the radar view dynamically upon selection. This feature empowers users to manage individual client workloads easily and respond proactively to client-specific deadlines.

Description

Allow users to apply multiple filters simultaneously—such as time range, priority, and client—to refine the Deadline Radar view. The system must handle combined filter logic accurately and update the dashboard in real time. This composite filtering capability provides granular control over the displayed tasks, enabling fine-tuned workload analysis and strategic planning.

Description

Introduce functionality for users to save, name, and quickly switch between custom filter presets on the Radar Zoom feature. Users should be able to store combinations of time ranges and case/client filters as presets, access them from a dropdown, and delete or rename them as needed. This enhances efficiency by eliminating repetitive filter configuration and personalizing recurring workflows.

Description

Implement a backend engine that extracts deadline data from the calendar, groups events by day, and calculates daily workload density metrics. Ensure data accuracy, real-time updates, and seamless integration with the existing dashboard API.

Description

Provide a settings panel for users to customize the color spectrum mapping to workload densities. Include default presets, color contrast validation for accessibility, and real-time preview within the calendar heatmap.

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Enable interactive tooltips that appear on hover or tap, showing a breakdown of deadlines, case names, and times for each day. Ensure tooltips load instantly and display clear, concise information without cluttering the UI.

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Introduce configurable alerts that notify users when daily or weekly workloads exceed predetermined thresholds. Support email, in-app, and SMS notifications, with options to adjust thresholds per user or case type.

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Optimize the calendar heatmap to render correctly across devices and screen sizes. Implement adaptive layouts, dynamic scaling of heatmap cells, and performance enhancements to maintain smooth scrolling and interactions.

Description

A drag-and-drop interface enabling users to define custom alert rules based on combinations of days remaining, case tags, client priority levels, and deadline types. This feature includes real-time validation of rule conditions, intuitive UI elements for adding, editing, and removing criteria, and seamless integration with existing case metadata. Benefits include empowering users to tailor alerts precisely to their workflows, reducing manual monitoring, and minimizing missed deadlines.

Description

Allows users to schedule alert notifications at preferred times or intervals (e.g., daily summary, hours-before deadline, end-of-day digest). The system should support timezone-aware delivery, customizable timing presets, and options for email, in-app, or SMS channels. This functionality ensures that users receive alerts when they are most actionable, improving responsiveness and time management.

Description

Implement advanced filtering capabilities allowing users to refine alert lists by case tag, client priority, deadline type, and date range. The filters should support combinatorial logic (AND/OR), saving of filter templates, and quick toggles for common views. This requirement enhances the user’s ability to manage and act upon large volumes of alerts without being overwhelmed.

Description

Provides a sandbox environment for users to preview and test their alert rules before activation. It should simulate real-case data, display sample notifications, and flag potential configuration issues. This feature minimizes the risk of misconfigured alerts and builds user confidence in their custom rules.

Description

A dedicated dashboard presenting metrics on alert rule performance, including number of alerts triggered, acknowledgment rates, and average response times. Users can drill down by rule, case type, or time period and export reports. This analytics capability helps teams optimize their alert configurations and demonstrate compliance with client service SLAs.

Description

Provide an at-a-glance summary of each team member's upcoming deadlines and active tasks, allowing managers to quickly assess workloads across the team. This overview integrates with the main dashboard and pulls real-time data from case and task records, highlighting potential overloads and underutilization. By aggregating deadlines by assignee and presenting them in an easy-to-scan list, managers can identify bottlenecks early and redistribute tasks to maintain balanced productivity.

Description

Implement automated alerts that notify managers when an individual's task count or deadline density exceeds predefined thresholds. These alerts should appear in the dashboard and be optionally sent via email or in-app notification. By proactively flagging overload situations, managers can respond before work quality suffers and deadlines are missed, maintaining consistent service levels and preventing burnout.

Description

Introduce an interactive tool that suggests task reassignment options based on current workloads, skill sets, and availability. The assistant analyzes open deadlines and assigns tasks to members with capacity, allowing managers to drag and drop assignments directly from the suggestions panel. This feature reduces manual overhead and ensures equitable distribution of work.

Description

Visualize the distribution of team deadlines on a calendar heatmap, color-coded by intensity of workload. Darker colors represent heavier concentrations of deadlines, enabling managers to spot busy periods at a glance. The heatmap filters by individual or the entire team, integrates with calendar exports, and supports date-range selection for planning resource allocation.

Description

Allow managers to configure personalized workload thresholds and alert criteria per team member or role. Settings include maximum active tasks, deadline per week limits, and notification preferences. By tailoring thresholds to individual capacities and role requirements, the system can provide more accurate and relevant workload monitoring.

Description

Allows users to set daily or weekly schedules for the Digest Dispatch, specifying delivery time and frequency. Integrates with the system scheduler and respects user time zones, ensuring automated reports arrive at preferred intervals. Enhances workflow flexibility by aligning dispatch timing with individual or firm routines.

Description

Generates digest content dynamically by aggregating top imminent deadlines, overdue items, and high-risk cases from the live task tracking database. Produces concise, actionable summaries tailored to user needs, reducing information overload and improving task prioritization.

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Enables sending digest summaries via both email and in-app notifications. Integrates with email service providers and the platform’s notification framework to ensure reliable, timely delivery. Offers users choice of delivery channel to improve accessibility across devices and contexts.

Description

Automatically identifies and flags cases that meet high-risk criteria—such as approaching court dates or expiring statutes of limitations—and highlights them prominently in the digest. Helps users immediately recognize and act on the most critical items, reducing chances of missed deadlines.

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Provides an interface for users to customize notification preferences, including selecting delivery channels, adjusting content filters, and setting alert thresholds. Stores preferences in the user profile, ensuring each digest matches individual workflows and reduces unwanted notifications.

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Tracks the success or failure of each digest dispatch, logging delivery statuses and automatically retrying failed attempts. Generates alerts for administrators on repeated failures and provides a dashboard for viewing dispatch metrics. Ensures reliability and transparency of the notification system.

Description

Aggregate and normalize historical case intake data and court schedule information from multiple sources into a unified schema. This includes developing connectors to existing case management systems, parsing unstructured data, handling data inconsistencies, and ensuring data quality. The normalized dataset will serve as the foundation for reliable predictive analytics and seamless integration with the predictive engine.

Description

Develop and deploy an AI-driven modeling engine that analyzes normalized historical data to forecast upcoming surges in legal deadlines. The engine will employ machine learning techniques such as time series forecasting and classification to predict periods of high workload, generating probability scores for each time window. It will include retraining mechanisms to incorporate new case data over time.

Description

Implement a notification system that issues early warnings of predicted deadline surges via email, in-app alerts, and SMS based on user preferences. Users can configure thresholds for alert triggers, choose notification channels, and define notification frequency. The module will ensure timely and actionable alerts to prevent deadline congestion.

Description

Create an interactive dashboard that visualizes predicted deadline surges on a timeline view, heatmap, and calendar integration. The dashboard will allow users to filter by case type, team, and time period, providing drill-down capabilities to view underlying data. Visual cues such as color-coding and trend lines will highlight high-risk periods for proactive planning.

Description

Provide AI-generated recommendations for staffing adjustments, task reallocation, and timeline shifts based on predicted surges. Recommendations will consider team capacity, attorney specialties, and historical performance data to optimize workload distribution. Users can review and accept suggestions directly from the dashboard for immediate workflow adjustments.

Description

Implement a robust ingestion pipeline that accepts various document formats (PDF, DOCX, images), performs OCR and text extraction, standardizes metadata, and queues documents for AI analysis. This pipeline should handle bulk uploads, monitor upload status, and retry failed ingestions automatically to ensure no documents are lost or delayed.

Description

Integrate the AI-based classification service that analyzes document content, extracts key entities (client name, matter ID, document type), and assigns the document to the correct client file and matter category. Ensure the integration includes API authentication, rate limiting, error handling, and fallback procedures for when the AI service is unavailable.

Description

Ensure real-time synchronization between the Smart Tagger and the DealFlow client/matter database. Fetch updated client profiles, active matters, and case metadata before classification to guarantee accuracy. Include conflict resolution and data caching strategies to minimize latency and database load.

Description

Build an administrative dashboard displaying tagging performance metrics such as overall accuracy rate, documents tagged per day, top misclassified categories, and AI confidence scores. Include filters, charts, and drill-down capabilities so administrators can identify trends and address classification issues proactively.

Description

Develop a user interface component that lists newly tagged documents with their assigned client, matter, and category, allowing users to confirm or correct tags. Changes should feed back into a training dataset to improve AI accuracy over time. Provide bulk action capabilities for high-volume corrections.

Description

Implement comprehensive logging for every classification event, including document ID, timestamp, AI confidence score, assigned tags, and any user overrides. Configure notification rules to alert administrators of repeated classification failures or service errors via email or in-app alerts.

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Allow users to capture multiple pages or entire documents in a single session with one tap, queuing each scanned page automatically without requiring manual restarts between scans.

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Implement automated cropping and de-skew algorithms that detect page edges and correct perspective distortions, ensuring all scanned images are clear, aligned, and professionally formatted.

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Automatically detect document boundaries within a batch scan session and separate pages into individual files, saving each document independently to support organization and retrieval.

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After processing, upload each scanned file to the case management system with metadata fields such as client name, matter ID, document type, and date, auto-populated based on user inputs or previous case data.

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Provide a real-time progress indicator during batch scanning and display error notifications for issues like unreadable or missing pages, offering options to re-scan or skip problematic pages immediately.

Description

Automatically generate a unique, firm-branded e-signature link with customizable logos and color schemes. The link is end-to-end encrypted and seamlessly integrated into the DealFlow interface, ensuring that each document retains the firm's identity and security standards from generation through delivery.

Description

Send the encrypted e-signature link to clients through selectable channels—email or SMS—with support for customizable message templates. The system confirms delivery status and logs each dispatch event, ensuring clients receive and access documents securely and conveniently.

Description

Allow clients to review and sign documents on any device or browser by clicking the secure link, without requiring account creation or login. Ensure responsive design and cross-browser compatibility to provide a seamless signing experience on desktops, tablets, and mobile devices.

Description

Provide live updates on document opens, views, and signature events directly in the DealFlow dashboard. Include timestamped notifications for each status change and enable filtering by document or client to streamline follow-ups and deadline management.

Description

Store all signed and unsigned documents in encrypted storage with strict access controls. Maintain a detailed audit log of every access, download, and signature action, including user identifiers and timestamps, to ensure compliance and provide a comprehensive chain of custody.

Description

Enable users to create and customize the order in which documents are routed for signature. This includes adding parties, assigning roles, and defining whether signers act sequentially or in parallel. The configuration should integrate with document templates and the workflow engine to automate routing based on the defined sequence, reducing manual coordination and ensuring compliance with complex legal processes.

Description

Provide a centralized interface for defining, managing, and reusing signing roles such as Signer, Approver, and Witness. Users can assign roles to contacts, set default permissions, and apply roles across multiple documents or templates. This streamlines setup, ensures consistency, and reduces repetitive configuration tasks.

Description

Implement an automated notification system that sends email or SMS alerts when it is a signer’s turn and issues configurable reminders at set intervals if documents remain unsigned. The system should integrate with the scheduling service and support customizable templates, ensuring faster turnaround and minimizing manual follow-up efforts.

Description

Offer a real-time dashboard or document detail view that displays each recipient’s signing status—Pending, Viewed, or Signed. Utilize WebSocket or polling mechanisms to update statuses instantly and provide visibility into workflow progress, enabling attorneys and staff to identify bottlenecks and follow up proactively.

Description

Maintain a comprehensive audit trail capturing every signing event, including timestamps, IP addresses, and actions taken (link clicked, document viewed, signature applied). Store logs in a secure, tamper-evident format accessible via the UI or exportable as part of the signed document package, ensuring legal compliance and evidentiary integrity.

Description

The system must record every signing event triggered by a user, capturing the signer’s full name, email, timestamp, IP address, and document version. This ensures an unbroken, tamper-proof audit trail for all signed documents, enhancing compliance and accountability.

Description

Audit logs for document signatures must be stored in a write-once, append-only storage mechanism with cryptographic hashing to detect and prevent tampering. Logs should be immutable once written, guaranteeing integrity and trustworthiness.

Description

Maintain a comprehensive version history for each signed document, recording changes to content, metadata, and signature status. Each version entry should include the editor, timestamp, and change summary.

Description

Provide an interface to generate detailed audit reports for selected documents, including audit log entries, version history, and a summary of signature events. Reports should be exportable in PDF and CSV formats.

Description

Implement role-based access control for viewing and exporting audit logs, ensuring only authorized users (e.g., administrators, compliance officers) can access sensitive log data. All access attempts should also be logged.

Description

Users can create new e-sign templates from blank or existing documents, rename, duplicate, and delete templates within a centralized vault. It supports uploading Word, PDF, and text files, applying firm branding, and organizing templates into folders for easy access and consistency across client engagements.

Description

Users can place configurable signature, date, initials, and text fields onto templates with drag-and-drop positioning. The fields support validation rules, role assignments, and conditional logic to ensure correct document completion and reduce errors during e-signature collection.

Description

Every template version is tracked, enabling users to view change history, restore previous versions, and compare differences. This ensures auditability of updates, maintains compliance with firm policies, and prevents accidental loss of important template modifications.

Description

The vault supports granular sharing controls, allowing users to assign view, edit, or owner permissions for templates to individuals or roles. Templates can be shared across teams, ensuring collaborative access while preserving security and access control within the firm.

Description

Users can tag templates with custom keywords, categorize them into folders, and use an instant search feature to quickly locate templates by name, tag, or metadata. Search results are filtered and sorted to improve template discovery and reduce time spent locating documents.

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System automatically analyzes upcoming compliance deadlines and assigns each a risk level (High, Medium, Low) based on predefined criteria such as regulatory severity and proximity of due date. This classification integrates with the dashboard and calendar modules, enabling focused prioritization and streamlined workflows.

Description

Calendar view visually marks compliance deadlines with distinct colors corresponding to their risk levels. High-risk dates appear in red, medium in amber, and low in green, ensuring immediate visibility of critical deadlines and enhancing user focus on urgent tasks.

Description

Interface allows users to define and adjust the criteria and thresholds for risk levels, including severity weightings and date ranges. This customization ensures that the risk classification aligns with firm-specific practices and regulatory requirements.

Description

Enables users to filter calendar entries by selected risk levels, showing only high, medium, or low-risk deadlines. This targeted view assists users in concentrating on specific risk categories without distraction from less urgent tasks.

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Sends proactive notifications and reminders for impending high-risk deadlines via email and in-app alerts. Alerts include task details and risk context, facilitating timely attention and preventing missed critical compliance dates.

Description

Attach direct hyperlinks to the official source of each compliance regulation within the deadline dashboard. When a user clicks the link, the system opens the statute or regulation in a new browser tab or embedded viewer, eliminating manual searches. The integration ensures each compliance item displays its corresponding URL and updates automatically if the source changes. Expected outcome: users can access original legal texts with one click, reducing research time and errors.

Description

Automatically generate concise, bullet-point summaries of each attached regulation using predefined templates or AI-assisted parsing. Summaries highlight key provisions, deadlines, and obligations. Integration places the summary in a collapsible section beneath each regulation link, with the option to expand for full text. Expected outcome: users grasp critical regulation details at a glance, speeding up review.

Description

Implement an engine to format and validate regulatory citations according to jurisdictional style guides. The system parses regulation metadata (title, section, subsection) and constructs citations automatically. Validation checks the accuracy of citation elements against an authoritative database. Expected outcome: users receive correct, publication-ready citations without manual editing.

Description

Provide a full-text search interface for all attached regulatory documents. Include filters for jurisdiction, effective date, keyword proximity, and document type. Search results display matched excerpts with context and direct links back to the compliance deadline entry. Expected outcome: users can locate specific regulatory language or provisions instantly across multiple documents.

Description

Track and display version history for each regulation, showing publication dates, amendment notes, and change highlights between versions. Integrate a diff view that highlights added, removed, or modified text. Expected outcome: users can review how regulations have evolved and ensure compliance with the correct version at any given time.

Description

Enable users to bookmark favorite or frequently referenced regulations and apply custom tags or notes. Bookmarked items appear in a dedicated sidebar section for quick access. Tags support categorization by practice area, client, or custom labels. Expected outcome: users build a personalized library of important regulations, improving organization and retrieval speed.

Description

Provide an interface within the DealFlow dashboard that allows users to select multiple case deadlines across one or more matters simultaneously. This functionality should support checkboxes or shift-click selection for bulk operations. Upon selection, users can apply actions to all chosen deadlines, ensuring rapid batch processing without navigating into each individual matter.

Description

Develop a rules engine that enables users to define rescheduling parameters, such as shifting by a fixed number of days, aligning to the next business day, or selecting a target date. The engine should apply these rules consistently across all selected deadlines, calculate new dates, and preview changes before finalizing.

Description

Implement a validation system that checks proposed rescheduled deadlines against existing entries, court closures, and internal blackout periods. If conflicts are detected, the system should alert the user with details and suggest alternative dates or adjustments.

Description

Maintain a comprehensive audit trail of all bulk rescheduling actions, logging original dates, reschedule parameters, user details, and timestamps. Provide a rollback mechanism that allows users to revert to the previous schedule in case of errors or regulatory reversals.

Description

After bulk rescheduling, automatically generate and dispatch notifications to relevant stakeholders—clients, attorneys, and support staff—via email or in-app alerts. Notifications should include original and new deadlines and links to the updated case dashboard.

Description

Implement a connector that ingests real-time regulatory changes, filing window announcements, and compliance obligations from authoritative sources via APIs or RSS feeds. The system processes, normalizes, and stores incoming data in the DealFlow database, ensuring accuracy and timeliness. This requirement underpins the Update Feed feature by providing the foundational data stream, enabling downstream notification delivery and calendar updates.

Description

Develop a scalable notification engine that dispatches alerts through in-app pop-ups and email. The engine should support template-based messages, rate limiting, retry logic, and channel-specific formatting. Integration with user preferences and device tokens ensures timely and personalized delivery, reducing missed deadlines and improving user engagement.

Description

Create a service that automatically adjusts affected calendar entries when regulatory deadlines or compliance dates change. The service reconciles existing events, applies new due dates, and notifies users of modifications. It integrates with the DealFlow calendar module and external calendar APIs (e.g., Google Calendar, Outlook) to maintain synchronized schedules.

Description

Build a user interface and backend to allow users to customize which regulatory alerts they receive, preferred notification channels (in-app, email), and frequency (instant, daily digest, weekly summary). Preferences are stored per user and applied by the notification engine, enhancing relevance and reducing alert fatigue.

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Design an admin dashboard for managing regulatory data sources, including adding new feeds, editing API credentials, setting polling intervals, and monitoring feed health. The dashboard provides visibility into ingestion status, error logs, and configurable fallback options to ensure continuous data flow.

Description

Implement an intuitive interface allowing users to select from predefined case types and specialties. The interface should present case types with clear labels and optional descriptions, enabling users to quickly identify the correct category for new matters. It must integrate seamlessly with the DealFlow dashboard, pulling available case types from the system’s taxonomy and offering search and filter capabilities. Upon selection, the interface will pass the chosen case type to downstream components for template and workflow generation.

Description

Develop a robust template engine that dynamically assembles workflow components based on selected case type and user-defined criteria. The engine should store a library of modular tasks, deadlines, and reminders, then generate a cohesive workflow tailored to the matter. It must support versioning of templates, allow easy updates to task definitions, and integrate with the notification system to schedule reminders automatically. Expected outcomes include consistent task structures and reduced manual configuration.

Description

Enable users to specify key criteria—such as jurisdiction, client type, and matter complexity—and have these inputs influence the generated workflow. The mapping logic should adjust task sets, timelines, and reminder frequencies based on criteria values. This requirement ensures customized workflows that reflect real-world case variations and compliance rules. The implementation will involve defining mapping rules and a decision matrix that ties criteria combinations to specific workflow configurations.

Description

Provide a preview screen showing the generated workflow before finalization, including task names, deadlines, and reminder schedules. Users should be able to review the auto-generated plan, modify individual tasks or dates, and confirm to apply the workflow to the matter. The preview component must be responsive, allow inline edits, and validate changes in real time. This ensures users trust the automation and can refine details before committing.

Description

Implement functionality that automatically saves generated workflows to the matter record and allows users to revisit and edit workflows post-creation. Users should see a version history of workflow changes, revert to previous versions, and update tasks or timelines as case needs evolve. Integration with the main DealFlow datastore ensures changes reflect across the dashboard and notification engine.

Description

The system automatically identifies and establishes dependencies between tasks based on deadlines, prerequisites, and assigned resources. When a task is created, updated, or assigned, the engine evaluates existing tasks to generate and maintain links without manual intervention. This integration ensures workflow coherence across DealFlow’s dashboard, reduces human error in setting relationships, and provides a foundation for real-time chain adjustments. The expected outcome is a continuous, accurate network of linked tasks that evolves dynamically as new information is entered.

Description

Upon modification of any task’s deadline, all tasks in the dependency chain automatically recalculate their start and end dates, preserving predefined buffers and order. This feature integrates with the deadline management module to propagate changes in real time. It enhances agility by ensuring that downstream tasks stay synchronized with upstream adjustments, preventing timeline drift and minimizing the risk of missed deadlines.

Description

The scheduling engine factors in individual resource availability, current workload, and calendar events when sequencing and linking tasks. By syncing with integrated calendars and workload metrics, the system prevents overallocation and conflicting assignments. This improves efficiency by aligning task chains with actual capacity, ensuring tasks are scheduled when the responsible team member is available to complete them.

Description

An interactive visual tool displays task chains as a graph with nodes and edges, highlighting dependency relationships, statuses, and deadlines. Users can zoom, filter, and reorganize nodes to explore different segments of their workflow. Embedded within the DealFlow dashboard, this interface offers immediate insight into overall project health, bottlenecks, and critical paths, enabling rapid decision-making and adjustments.

Description

The system continuously monitors task chains for conflicts such as resource over-allocation, overlapping deadlines, or disconnected dependencies. When a conflict arises, users receive real-time alerts via email and in-app notifications detailing the issue and suggesting corrective actions. This proactive warning mechanism helps maintain uninterrupted workflow and supports timely resolution of scheduling problems.

Description

Provide a visual interface within the template editor where users can create, edit, and manage branching conditions. Users should be able to select case variables or client response fields from dropdowns, choose comparison operators (e.g., equals, greater than, contains), and input values or ranges. The interface should support grouping and nesting conditions and saving reusable condition sets for use across multiple templates. This feature streamlines setup, reduces configuration errors, and empowers non-technical users to define complex logic without coding.

Description

Implement backend logic that evaluates defined conditions during template instantiation and runtime. The renderer should read current case variables and client responses, determine which tasks meet the criteria, and dynamically include or exclude tasks from the workflow. It must integrate with the existing task scheduling engine to ensure tasks are generated in the correct order and skipped tasks do not impact deadlines or dependencies.

Description

Build a simulation tool in the template editor that allows users to test and visualize different execution paths. Users should be able to input sample case data or toggle client response values, then see which tasks would be activated or skipped. The preview should clearly highlight the active branch and list skipped tasks, providing insights into the flow before deployment.

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Extend the notification system to trigger alerts when tasks enter or skip specific conditional branches. Administrators should be able to configure email or in-app notifications tied to condition outcomes. Notifications must include context about the condition and affected tasks and integrate with user settings for frequency and channels.

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Develop an audit logging feature that records each condition evaluation, branch decision, and task skip event. Logs should capture timestamps, input variable values, evaluated conditions, and user identifiers initiating the template. This information should be accessible via the audit log module for compliance reviews and troubleshooting.

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Enable users to access a centralized, curated library of workflow templates for various legal matters directly from the Case Catalog dashboard. The requirement ensures seamless integration with the DealFlow platform, providing secure retrieval of up-to-date templates, intuitive navigation through categories, and real-time synchronization with additions or updates. This enhances user efficiency by offering an organized repository of best-practice workflows, reducing setup time for new matters and maintaining consistency across cases.

Description

Implement a detailed preview feature that allows users to view the full checklist and workflow steps of each template before importing. The preview displays all tasks, deadlines, and dependencies in a read-only mode, with expandable sections for deeper insights into each step. This requirement enhances decision-making by giving users confidence in template selection and reduces errors by clarifying scope and expectations.

Description

Develop a one-click import mechanism that allows users to seamlessly add selected templates into their matter workspace. The feature automatically maps template tasks to the current case, sets default deadlines based on matter start dates, and assigns tasks to legal team members as per user preferences. This streamlines case setup, minimizes manual configuration, and accelerates time-to-billable activity.

Description

Provide an in-app editor that allows users to customize imported templates by adding, removing, or reordering tasks, adjusting deadlines, and modifying descriptions. The editor offers drag-and-drop functionality, in-line editing, and versioning to track changes. This ensures workflows can be tailored to unique case nuances while retaining template integrity, supporting both standardization and flexibility.

Description

Integrate a robust search and filtering capability within the Case Catalog to help users quickly locate relevant templates. Filters include practice area, matter type, complexity level, and user ratings, while search supports keyword matching in titles, descriptions, and checklist items. This improves user experience by reducing time spent finding appropriate workflows and ensures precise retrieval of templates.

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Leverage AI to analyze historical case data and identify common patterns, outcomes, and strategies, providing data-driven recommendations to guide case handling and improve decision-making.

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Implement AI-driven recommendations for optimal task sequences by studying successful workflows, reducing redundant steps, and increasing operational efficiency.

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Continuously compare active matter workflows against similar completed cases to detect and highlight any missing procedural steps, ensuring no critical task is overlooked.

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Monitor task progress and analyze time-to-completion trends to flag potential bottlenecks, enabling users to proactively reallocate resources and prevent delays.

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Offer a real-time dashboard that visualizes AI-generated workflow insights—including task sequences, identified missing steps, and bottleneck alerts—to support management decisions and resource optimization.

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Enable multiple team members to simultaneously edit and update workflow documents within the editor, reflecting changes instantaneously for all participants. This feature ensures seamless cooperative editing, reduces bottlenecks from sequential updates, and maintains a single source of truth by synchronizing edits in real time.

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Maintain a comprehensive, timestamped record of all edits and workflow versions. Users can view, compare, and restore previous states, ensuring accountability and facilitating rollback in case of errors or misguided changes.

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Allow users to leave contextual comments on specific workflow steps or elements. Comments are threaded, can be resolved or replied to, and assist in clarifying decisions, requesting reviews, and fostering discussion without leaving the editor.

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Implement granular permission levels (e.g., view-only, comment, edit, admin) for workflow collaboration. Administrators can assign or revoke privileges to ensure data integrity and appropriate access among team members.

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Provide configurable notifications for workflow modifications, comments, or approvals. Users can subscribe to alerts via in-app notifications or email, ensuring they stay informed about updates that require their attention.

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The system must aggregate all logged time entries by task and date, calculating the total number of billable hours per task for each day. This data aggregation process should integrate seamlessly with the existing time-tracking database, maintain accuracy as new entries are added, and output a structured matrix suitable for heatmap visualization. The aggregation engine must handle large volumes of entries efficiently and support incremental updates to ensure performance.

Description

Render an interactive heatmap grid on the dashboard where each cell represents hours logged for a specific task and day. The color intensity of each cell should scale proportionally to the number of hours, with a configurable palette for visual clarity. Cells must support hover tooltips displaying exact hour values and task details. The component should be responsive, maintaining readability across various screen sizes and resolutions.

Description

Provide a control allowing users to select custom start and end dates to filter the heatmap view. The date picker should support presets (last week, last month, custom) and instantly update the heatmap upon selection. Date range filtering must apply to both data aggregation and rendering layers, ensuring that only entries within the chosen period are included in calculations and display.

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Allow users to export the displayed heatmap and its underlying data in multiple formats, including PNG for visual sharing, PDF for client reports, and CSV for external analysis. The export function should respect the current date range and filter settings, include a legend with color scale definitions, and provide options for title and annotation inputs before generating the final file.

Description

Implement real-time synchronization so that any new time entries or edits update the heatmap instantly without requiring a page refresh. Utilize WebSocket or similar push technologies to listen for changes in the time-tracking database and trigger incremental updates to the aggregation layer and heatmap rendering component. Ensure updates are performant and do not degrade the user experience.

Description

Aggregate revenue data from billing entries, trust ledgers, and retainer balances across clients and matters into a unified data model, ensuring real-time updates, support for historical and current metrics, and seamless integration with existing billing databases and accounting software.

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Provide interactive controls allowing users to filter profit data by date ranges, case types, fee structures, and client segments, with instant application and multi-select support, plus the ability to save custom filter presets for recurring analyses.

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Implement a responsive bar chart where each bar represents a client or matter and is color-coded based on profitability thresholds (e.g., green for high profit, yellow for moderate, red for low or negative), with accessible tooltips showing detailed metrics such as total revenue, expenses, and net profit.

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Enable users to export filtered profit breakdown data and chart visuals to formats like CSV, PDF, and PNG, with options to email reports directly from the dashboard and print, ensuring exports maintain color codes, data integrity, and proper layout.

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Optimize data retrieval and chart rendering to handle large datasets of thousands of records with minimal load times by implementing lazy loading, server-side pagination, and efficient queries, ensuring the feature scales with growing client and historical data volumes.

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Implement a backend service that captures and stores precise start and end timestamps for each workflow task, including metadata such as task type, assigned user, and associated case ID. This module should normalize and validate incoming data, support batch imports from legacy systems, and ensure real-time data availability for downstream analytics. Its integration with the existing task tracking database must maintain ACID properties, support horizontal scaling, and guarantee data integrity and low latency.

Description

Design and develop an analytics engine that evaluates task completion times against historical averages and predefined thresholds to detect consistent delays. The algorithm should apply statistical models and anomaly detection techniques to flag tasks where completion times exceed acceptable variance, continuously learn from new data to refine thresholds, and expose an API for querying identified bottlenecks.

Description

Extend the DealFlow dashboard to visually highlight flagged workflow steps in red, display associated delay metrics, and provide drill-down capabilities into underlying task data. The UI component should update dynamically as new choke points are identified, allow users to filter by case or task type, and maintain a responsive design for desktop and tablet interfaces.

Description

Implement a notification service that triggers configurable alerts—via email, in-app messages, and optional SMS—when a workflow step is flagged as a choke point. Users should be able to set thresholds for alert frequency, customize notification channels per user, and review an alert history log. The system must ensure reliability and respect rate-limiting constraints.

Description

Build a recommendation engine that analyzes user workloads, task complexity, and available capacity to suggest alternative assignees or process adjustments for flagged bottlenecks. The engine should rank suggestions by estimated impact, allow users to accept or modify recommendations, and track reassignment outcomes to improve future suggestions.

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Provides a flexible, intuitive drag-and-drop interface for building custom reports by selecting and positioning metrics, charts, and tables on a canvas, enabling users to quickly compose stakeholder-ready reports without coding.

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Offers a library of professionally designed report templates for common use cases (e.g., time tracking, revenue analysis, case status summaries) that users can customize, streamlining report creation and ensuring consistency.

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Allows users to choose from a comprehensive list of data fields and apply filters (e.g., date ranges, case types, client statuses) to refine report content, ensuring the output matches specific criteria and stakeholder needs.

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Displays an instant preview of the report with live data updates as users modify fields or filters, enabling immediate feedback on report structure and content before saving or exporting.

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Supports exporting completed reports in multiple formats (PDF, CSV) and sharing via email or direct download links, facilitating easy distribution and collaboration among stakeholders.

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Implement a robust pipeline to aggregate past case timelines, billing records, and time entries from the DealFlow database. This requirement ensures that historical data is reliably collected, normalized, and stored in a format suitable for time-series analysis. It includes setting up ETL processes, scheduling regular data refreshes, handling data validation and error logging, and integrating with existing database schemas. The outcome is a consistent, high-quality data foundation that powers accurate trend forecasting.

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Develop and integrate statistical models that analyze historical time allocation and revenue trends to project future demands and cash flows. This involves selecting appropriate forecasting techniques (e.g., ARIMA, exponential smoothing), creating model training and validation pipelines, and providing adjustable parameters such as forecasting horizon and seasonality assumptions. The requirement aims to deliver reliable numerical predictions with backtesting to verify accuracy.

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Create an intuitive dashboard component that displays time demand and revenue forecasts as interactive line charts. Users should be able to hover over data points for detailed values, zoom into specific date ranges, toggle different forecast series on or off, and view legends. The visualization must integrate seamlessly within the DealFlow UI, maintaining consistent styling and responsive design for desktop and tablet displays.

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Incorporate shaded confidence intervals around forecast lines to communicate the degree of certainty for each projection. This requirement covers calculating upper and lower bounds from the forecasting model, choosing appropriate color transparency, and ensuring that intervals update dynamically when forecast parameters change. The visual cues will help users interpret the reliability of predictions.

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Enable exporting forecast data and visualizations as PDF and CSV files, and generating shareable links for collaboration. This includes implementing server-side export endpoints, ensuring chart snapshots retain visual fidelity, and adding UI controls for download and link generation. The feature should support access controls so that only authorized users can view or download exported forecasts.

Description

Enable administrators to define and map specific case milestones—such as client onboarding completion, receipt of essential documents, and formal case closure—to corresponding survey triggers. This configurable setup ensures that feedback requests are initiated precisely at the most relevant junctures, enhancing the accuracy and timeliness of client insights.

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Provide a user-friendly interface for creating, editing, and versioning multiple survey templates tailored to each case milestone. Users can customize question sets, branding elements, and response formats, ensuring that surveys align with firm standards and capture the desired feedback metrics.

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Develop a scheduler engine that automatically queues, dispatches, and tracks survey requests based on defined milestone triggers. The system should handle delays, retries, and delivery methods (email/SMS), ensuring reliable and timely client outreach without manual intervention.

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Design a centralized dashboard that aggregates client responses in real-time, offering filtering, sorting, and trend analysis across cases and milestones. Visual charts and reports help attorneys and paralegals quickly identify satisfaction levels and areas for improvement.

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Implement an automated workflow to detect critical feedback—such as low satisfaction scores or negative comments—and generate alert notifications or follow-up tasks for case owners. This ensures prompt attention to client concerns before they escalate.

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Offer a testing environment where administrators can simulate milestone events and validate survey triggers end-to-end. This sandbox allows for previewing email/SMS content, verifying trigger conditions, and debugging configuration before deploying to production.

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Develop a robust pipeline to capture and normalize open-ended client comments from multiple input sources (web forms, email, chat). The pipeline should clean, validate, and store comments in real time, ensuring data integrity and readiness for sentiment analysis. This component is crucial for feeding accurate, timely feedback into the Mood Meter system and maintaining seamless integration with the existing DealFlow dashboard.

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Integrate a sentiment analysis engine (e.g., a pre-trained NLP model) to evaluate client comments and assign a sentiment score on a standardized scale. Ensure the model handles legal terminology, slang, and varied sentence structures with high accuracy. The integration should be modular to allow future model upgrades and scalable to process high comment volumes with minimal latency.

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Design and implement UI components within the DealFlow dashboard to display each client’s current satisfaction score. The display should update instantaneously upon new comment ingestion or re-analysis, use intuitive visual indicators (e.g., color-coded gauges), and integrate seamlessly with existing matter views. This feature enhances situational awareness for attorneys and paralegals.

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Implement logic to identify and flag clients with consistently high sentiment scores over a defined period. Highlight these referral candidates in the dashboard with a distinct badge and sortable filter. Provide a summary count and quick-access list to streamline referral outreach workflows for attorneys seeking new business opportunities.

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Create an alert mechanism that triggers notifications when a client’s sentiment score falls below a critical threshold or declines sharply. Alerts should be configurable (email, in-app, SMS) and include context such as recent comments and matter details. This ensures attorneys can proactively address dissatisfaction before it escalates.

Description

Ensure the Net Promoter Score dashboards reflect the latest feedback by automatically syncing NPS data from client surveys in real time. This integration reduces data lag, enabling attorneys and paralegals to make timely decisions based on the most current client sentiment. The feature will connect to the survey module via API, fetch new scores as they arrive, and update visualizations seamlessly without manual refresh.

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Develop dynamic line and bar charts that plot Net Promoter Score trends over custom time periods. Users can zoom, pan, and select specific date ranges to focus on particular intervals. Tooltips provide exact values and annotations for significant events, enabling firms to visually analyze performance shifts and correlate them with key case milestones or process changes.

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Implement multi-dimensional filters allowing users to segment NPS data by case type, client segment, or team member. Selecting filter combinations dynamically updates all visualizations, facilitating granular analysis of client satisfaction drivers. This capability helps identify high-performing practice areas or individuals and highlights where service improvements are needed.

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Create a heatmap view that displays NPS scores across selected dimensions—such as case type vs. client segment or team member vs. time period—in a color-coded grid. The intensity of each cell reflects score magnitude, offering a quick visual cue to areas of high or low satisfaction. Hovering over cells reveals detailed statistics and underlying data.

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Enable users to export NPS charts, heatmaps, and data tables as PDF or CSV files and share them via secure, time-limited links. Reports can include custom date ranges and filter selections. This feature supports collaborative analysis and presentation-ready deliverables for internal reviews or client communications.

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Implement a robust data ingestion pipeline that streams client responses from email, web forms, and messaging platforms into DealFlow’s system with sub-second latency. This ensures the latest feedback is available on the dashboard immediately after submission, minimizing information lag and enabling timely awareness of client communications.

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Integrate a sentiment analysis engine to evaluate incoming client messages and assign a positive, neutral, or negative sentiment score. This feature highlights overall client mood, surfaces potential issues early, and aids in prioritizing client communications to improve service quality.

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Develop an urgency classification module that tags feedback based on keywords, sentiment intensity, and client profile to distinguish critical issues from routine comments. Urgent feedback will be color-coded and flagged for immediate attention, reducing the risk of overlooked high-priority concerns.

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Embed the live feedback feed into DealFlow’s main dashboard using a responsive, color-coded UI. Feedback entries should display sentiment and urgency indicators, client details, and timestamps. The integration will maintain consistent styling and support real-time updates without page reloads.

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Provide customizable notification settings for email, in-app, and push alerts based on sentiment thresholds, urgency levels, or specific client accounts. Users can configure rules to receive notifications only for feedback that meets their criteria, ensuring they stay informed without alert fatigue.

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Implement a searchable feedback history log with filters for date range, sentiment, urgency, and client. Users can drill down into past feedback trends, generate reports, and export data for analysis to support continuous service improvement.

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Develop a centralized module that automatically collects and consolidates client feedback from multiple channels such as email, in-app surveys, and support tickets. The module will normalize input formats, remove duplicates, and timestamp entries to ensure data integrity. It will integrate with existing DealFlow data stores and APIs, providing a unified feedback repository for downstream analysis. This capability is vital for capturing all client sentiments in one location, enabling reliable insights and reducing manual data collection effort.

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Implement a preprocessing pipeline that cleanses and structures raw feedback data. This includes language detection, sentiment tagging, stop-word removal, and entity extraction. The pipeline will ensure consistent formatting (timestamps, client IDs) and handle edge cases like incomplete or malformed entries. Proper preprocessing is essential for accurate AI analysis and reduces noise, enhancing the quality of the insights generated.

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Create an AI-driven engine that processes normalized feedback to identify patterns, trends, and sentiment shifts over time. Leverage natural language processing models to detect recurring themes (e.g., response time complaints), score sentiment intensity, and flag anomalies. The engine will output structured findings for each feedback batch. This requirement underpins the feature by transforming raw data into actionable insights that drive decision-making.

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Design a mechanism to rank identified insights by impact and frequency. The system will calculate priority scores based on factors such as sentiment severity, volume of mentions, and relevance to firm goals (e.g., response time, document accuracy). Insights will be categorized (high, medium, low) and displayed in descending order of priority. Prioritization guides users to focus on the most critical areas first, maximizing the benefit of improvement efforts.

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Build a recommendation engine that translates prioritized insights into specific, context-aware suggestions. For example, if clients frequently mention slow responses, the engine might recommend implementing SLA-based reminders. Recommendations will include rationale, estimated benefit, and suggested owner. This feature empowers users with clear next steps, bridging the gap between analysis and action, and improving client satisfaction.

Description

Develop an interactive dashboard within DealFlow that visualizes aggregated feedback, AI insights, priority rankings, and recommended actions. Key components include trend charts, sentiment graphs, a prioritized insights list, and drill-down details for each recommendation. The interface will support filtering by date range, matter type, and client segment. A clear, intuitive UI ensures users can quickly digest insights and make data-driven decisions.

Description

Implement a notification system that alerts users of new high-priority insights and upcoming recommended actions. Notifications can be delivered via email or in-app messages, with links to the corresponding dashboard item. Additionally, track the status of each recommendation as users acknowledge, assign, or complete actions. This ensures accountability and follow-through, closing the loop from insight generation to actual process improvement.