Legal & Paralegal · Analyze & Recommend
Litigation prep brief assembled from every system before outside counsel asks
When a claim arrives, Doe searches your email, document repositories, and CRM for everything related to the counterparty. It builds a chronology, flags the key documents, and produces a case brief grounded in the full record, not just what someone remembers to attach.
Works acrossGmailGoogle DriveSalesforceSlack
What you get.
When a dispute arrives, Doe gathers every relevant email, contract, and account record across your systems and produces a litigation prep brief with a chronology, key facts, document inventory, and preliminary exposure assessment. It draws on your institutional knowledge of how past matters unfolded to identify what is material and what is noise.
The first 20 hours of any dispute are spent gathering documents
A demand letter arrives. Legal needs the full history: every email with the counterparty, the original contract and amendments, internal discussions about the account, and the CRM record showing what was promised versus delivered.
That history lives in six different systems. Someone spends days pulling it together. Key emails get missed. The contract version in Drive does not match the executed copy. By the time outside counsel gets the package, it is incomplete and they bill you to fill the gaps.
What changes.
- 01Document gatheringBefore · Days of manual searching across email, Drive, CRMWith Doe · Every relevant document found and organized in minutes
- 02ChronologyBefore · Assembled manually from memory and scattered recordsWith Doe · Built automatically from emails, contracts, and CRM activity
- 03CompletenessBefore · Key documents missed, outside counsel fills gaps at $800/hrWith Doe · Full record with gaps identified before counsel engagement
- 04Time to first assessmentBefore · Weeks before anyone has the full pictureWith Doe · Preliminary exposure assessment available on day one
How Doe prepares the litigation brief
- 01Searches 18 months of counterparty communicationsGmailDoe found 847 emails with Meridian Health, flagged 23 threads with contractual commitments, and surfaced a service credit discussion that was never formalized
- 02Pulls every contract, amendment, and internal memoGoogle DriveDoe found the original MSA, Amendment #1, an unsigned SOW draft, and 6 internal memos. No amendment covers the service credit discussed in email
- 03Pulls the full account history and relationship signalsSalesforceMeridian Health: $420K annual contract, NPS dropped from 8 to 4 over 6 months. Deal notes reference a verbal SLA commitment not in the MSA
- 04Builds the chronology, flags gaps, and assesses exposureDoeDoe produced a timeline from contract execution through the demand letter, flagged 8 material documents, and identified 3 gaps: unsigned SOW, missing service credit amendment, and no record of the verbal SLA. Preliminary exposure reflects the pattern of informal commitments made outside the agreement
- 05Posts the case brief to #legal-litigationSlackDoe tagged the GC on the exposure assessment and the unsigned SOW gap, and shared the full package with outside counsel
- 06RecurringTriggered when a new matter is openedEach time a new dispute is opened, Doe searches your systems for the full history, builds a case brief, and routes it to the people who need to act. It remembers what your team considered material in past matters and applies those standards to every new case. Case brief posted to #legal-litigation in Slack.
Up and running in under ten minutes.
- 01Connect your toolsOne-click OAuth for each integration. No API keys, no engineering.
- 02Describe what you need“Pull every email, contract, and Salesforce record tied to Meridian Health from the last 18 months. Build a chronology and flag anything where we made commitments outside the MSA.”
- 03It runs on scheduleRuns when a new matter is opened and posts the case brief to your litigation channel.
Before you delegate.
- 01How does Doe find all the relevant documents?Doe searches by counterparty name, related entities, key individuals, and contract references across your email, Drive, and CRM. It casts a wide net first, then narrows based on relevance. If it finds an email referencing a contract amendment, it looks for that amendment. The search is iterative, not just keyword-based.
- 02Can Doe handle litigation holds and preservation?Doe identifies and inventories documents relevant to the matter, which supports your preservation obligations. It does not modify, delete, or move any source documents. Your legal team manages the hold process. Doe gives you the inventory to know what needs preserving.
- 03What about privileged communications?Doe flags communications involving attorneys (internal or external) for privilege review. These are included in the document inventory but marked separately so your team can review them before sharing with outside counsel or opposing parties.
- 04Does Doe assess the strength of the case?Doe provides a preliminary exposure assessment based on the contract terms, the communication record, and gaps in documentation. It identifies where your position is strong and where it is vulnerable. Counsel makes the final strategic call.
- 05How is this different from using Harvey or a legal AI for case prep?Harvey reads the documents you give it. The problem in litigation prep is finding the documents in the first place. Doe searches your email, Drive, CRM, and Slack to assemble the full record automatically. It also pulls the account relationship context: NPS scores, support escalations, deal notes. That context often matters as much as the contract itself.