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.
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.
What changes
| Dimension | Before | With Doe |
|---|---|---|
| Document gathering | Days of manual searching across email, Drive, CRM | Every relevant document found and organized in minutes |
| Chronology | Assembled manually from memory and scattered records | Built automatically from emails, contracts, and CRM activity |
| Completeness | Key documents missed, outside counsel fills gaps at $800/hr | Full record with gaps identified before counsel engagement |
| Time to first assessment | Weeks before anyone has the full picture | Preliminary exposure assessment available on day one |
How Doe prepares the litigation brief
GmailDoe found 847 emails with Meridian Health, flagged 23 threads with contractual commitments, and surfaced a service credit discussion that was never formalized
Google DriveDoe found the original MSA, Amendment #1, an unsigned SOW draft, and 6 internal memos. No amendment covers the service credit discussed in email
SalesforceMeridian Health: $420K annual contract, NPS dropped from 8 to 4 over 6 months. Deal notes reference a verbal SLA commitment not in the MSA
Doe 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
SlackDoe tagged the GC on the exposure assessment and the unsigned SOW gap, and shared the full package with outside counsel
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.
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe 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.”
It runs on schedule
Runs when a new matter is opened and posts the case brief to your litigation channel.
Litigation Prep Brief FAQ
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.
Related workflows
Stop doing the work your tools should do for you.
Set it up once. Doe runs it every time.
