Claims litigation management on one calendar: every suit, deadline, budget and counsel report across your panel firms
Every litigated file, deadline and budget across panel firms in one view.
See one case, screen by screen ↓Software that helps a claims legal team run its litigated files across outside defense firms: deadlines, counsel reports, defense budgets and invoices, and trial preparation. Claims Litigation Management adds agents that read every firm report, court notice and invoice and put what they contain on one litigation calendar.
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A carrier’s litigated casualty files are run by dozens of panel firms. Each one sends status reports, budgets, deposition summaries and pre-trial reports in its own format, and the deadlines that matter — discovery cut-offs, expert disclosures, mediation, the trial date — sit inside narrative PDFs, emailed reports and court e-filing notices. The claim system usually holds one trial date per file, typed in by hand, often stale.
So the litigation manager finds out late. Two trials land in the same week with the same partner as first chair. A case goes to trial with no mediation held and no settlement authority set. A budget is spent before trial prep starts, and nobody sees it until the invoice lands. Late reports surface at file review, because the guideline clocks are kept by memory.
Estimated split of a week for a director running a few hundred open suits, by hand and with the solution.
Six agents read suits, dockets, firm reports and invoices onto one calendar; the litigation manager sends every request.
Monday 12 October, 09:02. Ardwick Voss LLP sends its pre-trial report on Lisowski v. Branwell Freight Lines, a commercial auto bodily injury suit in Cook County. Here is what happens next, screen by screen, in the working solution.
Renata opens the litigation calendar: 412 open suits, 37 panel firms, 1,183 deadlines in the next 26 weeks and 23 trials set. Each weekday is a cell, darker when more is due, with lanes for trials, motions, experts, depositions and mediations. On the right, today’s mail from the firms — and a new 9-page pre-trial report from Ardwick Voss.
“…the case is set for jury trial on February 1, 2027, estimated at five days.”
Renata presses one button and the reader works in view. It opens the report, finds the court’s Amended Case Management Order of Thu 8 Oct on p.2 ¶1 and checks it against the docket, reads five dates, adds them and retires the two they replace — the Fri 29 Jan discovery close and the Mon 5 Apr trial.
“Three requests drafted for you — trial plan · mediation dates · re-budget — nothing sent.”
Fact discovery closes Fri 18 Dec. Plaintiff’s Rule 213(f)(3) disclosures are due Fri 8 Jan, defendants’ Fri 22 Jan. Final pretrial conference Mon 25 Jan at 9:30. Jury trial begins Mon 1 Feb, estimated five days. Each date cites p.2 ¶1, and the week of 1 Feb turns the darkest on the calendar.
“The week of 1 Feb now holds six trials. Three have no mediation; Carla Mendes is first chair in two.”
The trial week opens as a day-by-day chart: six Tidemark trials, $8.11M of indemnity reserves against $30.5M demanded, five venues, five firms — and all six in court on Thu 4 Feb. Carla Mendes of Ardwick Voss is first chair in Lisowski (Mon 1 Feb, 5 days) and Haddix v. Marlstone Ridge Apartments (Wed 3 Feb, 4 days), both in Cook County.
Every trial set in the next 26 weeks is checked against the eight items the litigation guidelines ask for: pre-trial report, trial budget approved, mediation held or set, settlement authority set, defense experts disclosed, motions in limine filed, insured and excess told of trial, first chair free that week. Lisowski now stands at 2 of 8.
A tick is done, a dot is due later, a cross is missing now.
Renata opens the case. The report sits beside its margin notes: every date added, the medical specials matched to the bills on file, and the money that matters. Counsel values the case at $1.1M to $2.6M before a Cook County jury; the demand is $3.8M against a $2M primary limit, and Cardinal Point Excess was told on Fri 24 Jul.
“Top of the range ($2.6M) is above the $1.35M indemnity reserve — sent to Tom Ishikawa for a reserve review. Agents do not change reserves.”
Ardwick Voss has billed $162,400 against the approved $185,000, and the report says trial preparation and trial (L400) will add about $96,000. Projected through trial: $258,400, 140 % of budget. On the budget page, Lisowski sits beside Vo v. Sorrelby Foods, already over at $352k of $335k.
The trial week watcher has drafted three requests. Carla Mendes is asked, by Fri 23 Oct, for a trial plan for each case, who will first-chair Haddix if Lisowski is still in trial, and whether to seek a different date. Both firms are asked for mediation dates before Fri 18 Dec for Lisowski, Haddix and Vo. Tom Ishikawa gets a proposed re-budget of $281,000. Renata reads, edits and sends.
“Drafted by the trial week watcher at 09:03 · nothing is sent until you click Send.”
Nine reports came in this morning, each summarised in a line with the dates it added: two depositions set for November, a mediation adjourned at $410,000 against a $725,000 demand, summary judgment fully briefed. Fourteen reports are overdue, and one click reminds every late firm, naming the report and the clock.
Clocks: initial 30 days · budget 60 days · status every 90 days · pre-trial 60 days before trial.
The ten firms that carry most of the suits, scored from their own reports, invoices and docket notices over the last 12 months: reports on time, budgets that held, billed against approved, months to close and double-booked trial weeks. Ardwick Voss: 74 % on time, 68 % of budgets held, 115 % billed — and one double-booked week, the week of 1 Feb.
The same Monday report, seen by the four people it touches — in their own words before, and what their week looks like now.
Six agents read suits, dockets, firm reports and invoices onto one calendar; the litigation manager sends every request.
Reads each complaint and summons, finds the court, the parties and the date of service, and dockets the answer date by the venue’s rule.
Reads court e-filing notices and orders for every open suit and adds, moves or confirms deadlines.
Reads every report a panel firm sends — status, budget, deposition, mediation, pre-trial — summarises it, and adds the dates it contains with the line quoted.
Matches each LEDES invoice to the approved budget phase (UTBMS L100–L500) and projects spend through trial.
Checks the eight trial items for every trial in the next 26 weeks, every morning at 07:00.
Finds weeks with more trials than the limit, lawyers booked in two courtrooms, and trials with no settlement plan, and drafts the requests.
Send requests, hold authority. The agents propose; a named person decides.
Ask about any suit, deadline, firm or trial week across the 412 open suits — every answer points to the report line it rests on.
Why is the week of 1 February so dark?
Because it now holds six Tidemark trials, one more than the limit of five. Ardwick Voss’s pre-trial report this morning moved Lisowski v. Branwell Freight Lines from Mon 5 Apr to Mon 1 Feb. On Thu 4 Feb all six are in court at once: $8.11M of indemnity reserves against $30.5M demanded. Three have no mediation, and Carla Mendes is first chair in Lisowski and Haddix.
Which trials have no settlement plan?
7 of 23 trials in the next 26 weeks have no mediation held or set. In the week of 1 Feb: Lisowski ($3.8M demand), Haddix ($2.25M) and Vo ($6M). Showing them on the trial-ready list.
Which firms are late with their reports?
14 reports are overdue across 7 firms. Ardwick Voss and Saye Okonjo owe three each; the oldest is an initial report 28 days late. Clocks come from the guidelines: initial 30 days, budget 60 days, status every 90 days, pre-trial 60 days before trial.
Draft the trial plan request to Ardwick Voss
Drafted. It quotes the new trial date and the trial team, asks for a plan for both Lisowski and Haddix and who first-chairs Haddix, and copies Marcus Odhiambo. It goes when you click Send.
12 screens from the working solution, on its sample data. Pick one to see it large.
The reporting clocks, the trial-week limit, the budget alert and what the agents may do on their own are settings, versioned with your guidelines.
| Setting | Default | Choose from |
|---|---|---|
| Initial report | 30 days after the suit is assigned | Step up or down, in days |
| First budget, by phase (L100–L500) | 60 days after assignment | Step up or down, in days |
| Status report | Every 90 days | Step up or down, in days |
| Pre-trial report | 60 days before the trial date | Step up or down, in days |
| Trial-week limit | Alert above 5 trials in one week | Step up or down |
| One first chair per trial week | On | On · Off |
| Budget alert | 85 % billed with trial ahead | Step up or down |
| Add dates mentioned only in email | Off — held for the litigation manager | On · Off |
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“demo” = seen in the working solution, on its sample portfolio · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (S&P Global Market Intelligence via Insurance Journal, Apr 2026 — $7.3B of other-liability adverse development in 2025). People, firms, companies and cases named on this page, including Tidemark Casualty, are fictional — characters and sample data in the working solution.
Software that helps a claims legal team run its litigated files across outside defense firms: deadlines, counsel reports, defense budgets and invoices, and trial preparation. Claims Litigation Management adds agents that read every firm report, court notice and invoice and put what they contain on one litigation calendar.
The counsel report reader reads the report the day it arrives, finds the dates and the court order behind them, and adds each one to the calendar with the report line quoted. It retires any date a newer order replaces, and the old date stays on the case history.
No. Reserves are changed only by the claim supervisor; agents may suggest a review. The budget and invoice checker matches LEDES invoices to budget phases and projects spend through trial, but never cuts, approves or pays a bill.
No. Agents draft requests — a trial plan, mediation dates, a re-budget — with the report line attached, and nothing is sent until the litigation manager clicks Send. Every request sent is logged on the case.
The trial week watcher counts trials by week against your limit and first chairs by day. In the sample case it found six trials in the week of 1 February, three with no mediation held or set, and one partner first chair in two overlapping trials.
Yes. Your reporting clocks — initial report, first budget, status report, pre-trial report and deposition summary — are settings, and every counsel report is checked against them. The trial readiness checker checks eight items for every trial in the next 26 weeks.
Court e-filing notices, the firm reports mailbox and portal, your e-billing system’s LEDES 1998B invoices, and your claim system for reserves, payments and policy limits.
The Agentic Solution Engine builds and deploys it from your requirements — your litigation guidelines, report templates and a sample of your suits — and it goes live once every quality gate has passed. People stay in control: the litigation manager sends every request, claims legal counsel holds settlement authority, and the claim supervisor sets reserves.
Thousand-page demands read in full and answered before the deadline.
1-min demoTime-Limited Demand ManagementNo policy-limits deadline missed: every demand on a clock, every condition checked.
1-min demoBodily Injury Claim ValuationSettlement authority set from comparable closed files and local verdicts.
1-min demoWe’ll run Claims Litigation Management on a sample of your own suits and counsel reports.