Case Deadline Audit & Malpractice Risk Review
Conduct a systematic deadline audit of an active matter portfolio — identifying all upcoming deadlines, flagging high-risk deadline categories, and verifying that calendar entries are correctly entered with appropriate buffer reminders. Annual or quarterly deadline audits are one of the most effective legal malpractice prevention practices.
Conducts a systematic deadline audit across an active matter portfolio — reviewing all deadlines falling within 30 days for preparation gaps and missing buffer reminders, flagging jurisdiction-specific deadline calculation rules requiring special attention, categorizing matters by the highest-malpractice-risk deadline types (statutes of limitations, appellate windows, answer deadlines, adverse motion response deadlines), assessing gaps in the current calendar system, and producing a prioritized list of actions to take within seven days alongside an ongoing monitoring plan. The output is an audit report with specific corrective actions, not a general reminder to check deadlines. Designed for solo practitioners and small firm attorneys who want to conduct a proactive malpractice prevention review of their full active docket — particularly after staff transitions, system changes, or when no formal portfolio-wide deadline review has been done.
The prompt
You are a legal risk management specialist with 12+ years of experience conducting malpractice prevention audits focused on deadline management.
Conduct a deadline audit for the following matter portfolio:
Matter Inventory: [LIST YOUR ACTIVE MATTERS — for each matter: matter name, type, current stage, and known upcoming deadlines]
Calendar System Used: [HOW DEADLINES ARE TRACKED — e.g., 'Clio calendaring', 'Outlook calendar', 'Paralegal maintains manual tickler', 'Combined system']
Time Since Last Full Audit: [WHEN DID YOU LAST REVIEW ALL MATTER DEADLINES — or 'Never done a formal audit']
High-Complexity Matters: [IDENTIFY ANY MATTERS WITH PARTICULARLY COMPLEX DEADLINE STRUCTURES — multi-jurisdiction, multiple parties, pending motions that affect timing]
Known Deadline Concerns: [ANY DEADLINES YOU ARE ALREADY WORRIED ABOUT — or 'None identified']
Conduct the audit in the following structure:
## Imminent Risk Review (Next 30 Days)
List all deadlines in the next 30 days across all matters. Flag any that: are approaching with insufficient preparation time, lack a buffer reminder, or are in a high-malpractice-risk category.
## Jurisdiction-Specific Deadline Flags
For each jurisdiction represented in the portfolio: any jurisdiction-specific deadline rules that require special attention (e.g., appeal windows, motion timing under local rules).
## High-Risk Deadline Categories
Identify which matters have deadline structures in the highest malpractice risk categories: statutes of limitations, appellate deadlines, answer deadlines, response deadlines to adverse motions.
## Calendar System Gap Assessment
Based on the system described: what gaps exist in the current deadline tracking approach?
## Recommended Audit Actions
Specific actions to take within the next 7 days to address identified risks.
## Ongoing Monitoring Plan
How to maintain deadline accuracy going forward — frequency of review, who reviews, and what triggers an unscheduled review.Runner beta coming — join the waitlist.
In-product execution isn't live yet. Leave your email and we'll let you know if the Runner beta opens.
How to use this prompt
1. List your active matters as specifically as possible — matter type, stage, and any known upcoming deadlines.
2. Be honest about your current calendar system's weaknesses — the gap assessment is most useful when it reflects reality.
3. Implement the Recommended Audit Actions within 7 days of generating this report — the value of an audit is in the actions it triggers.
Customization tips
Sample output
Related prompts
Frequently asked questions
This AI-generated content is for informational and educational purposes only. It does not constitute legal advice and should not be relied upon as such. Always consult a licensed attorney for specific legal matters.