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Litigation case-management teams · Hearing calendars across multiple matters

AI System for Checking Pre-Hearing Tasks and File Readiness

We design a system that brings together document, authority and logistical tasks without developing an advocacy strategy. The workflow checks the hearing calendar, checklist, power of attorney, minutes and tasks against their sources, then prepares a hearing readiness list. No record or operation changes until the hearing lawyer completes the review.

Representative hearing operations panel with a work queue, checks and an audit trail: hearing preparation check queue
Hearing preparation check queue Representative interface — contains no real data. Case details are coded. The panel does not provide a legal opinion or complete tasks.

The problem

In day-to-day operations, preparation tasks may remain scattered across different lists. When the hearing calendar, checklist, power of attorney, minutes and tasks are spread across different screens, documents or team records, the issue may not be noticed in time.

This fragmented data delays preparation of the hearing readiness list and forces staff to search for supporting records again by hand. Before deciding, the hearing lawyer must complete missing fields and verify each inconsistency individually.

A common exception is that a remote hearing or reassignment may change the list. If this context is not checked, an incomplete or incorrect automation could cause a critical task to be treated as complete, so the output cannot be acted on directly.

What we set out to improve

  • Number of verified missing tasks
  • Share of outputs corrected or rejected by the hearing lawyer
  • Time between the source record and the review output

How the system works

  1. 01 Define the review scope and the authorised hearing lawyer role
  2. 02 Collect the inputs: hearing calendar, checklist, power of attorney, minutes and tasks
  3. 03 Check the source identifier, date, version and data freshness
  4. 04 Match the hearing against the checklist
  5. 05 Bring the document, authority and task records together
  6. 06 Check the exception: a remote hearing or reassignment may change the list
  7. 07 Place low-confidence or conflicting records in a separate human review queue
  8. 08 Write the source identifier, rule, output and timestamp to the audit trail
  9. 09 Have the hearing lawyer approve, correct, defer or reject the output

Methods we used

  • Calendar and checklist validation
  • Source, format, version and required-field checks for the hearing calendar, checklist, power of attorney, minutes and tasks
  • A missing-data alert instead of an estimate when inputs are absent or conflicting
  • Separate handling of exceptions and the main rule
  • Joint retention of the source identifier, rule result, hearing readiness list and human decision

Where people stay involved

The system stops after preparing the hearing readiness list. The hearing lawyer reviews the sources and the exception, then approves, corrects or rejects the output. Direct execution remains disabled because a critical task could be treated as complete; the system does not replace professional judgement.

Data and security

Access to the hearing calendar, checklist, power of attorney, minutes and tasks is limited to the minimum permissions needed for the task. Identifiers and sensitive fields are masked where possible, and only the necessary section is sent to the model rather than the full raw file. Access, output and the hearing lawyer's decision are logged; production use does not begin until the organisation approves the retention period and data location.

Who this suits

A good fit

  • Firms with centralised hearing management

Not a good fit

  • Teams seeking an advocacy strategy

Frequently asked questions

Which inputs are used?

The hearing calendar, checklist, power of attorney, minutes and tasks are used. If a required field is missing, the system does not produce a definitive result and flags the missing source for review by the hearing lawyer.

At what point does a person decide?

The workflow stops when the hearing readiness list is ready and waits for the hearing lawyer's approval. The lawyer can correct, defer or reject the output with reasons.

Can the output be audited?

The design retains the source identifier, applied rule, exception, output and human decision together. This makes it possible to review how each source record led to a recommendation.

Project led by:DijitalPi

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