AI Case Management Checklist
A free 16-step checklist for using AI in case management: track outstanding items, auto-draft follow-ups, and keep case status current without manual chasing.
A checklist for using AI to keep cases moving: track outstanding items, auto-draft follow-ups, surface stalled matters, and keep status current without manual chasing.
What is inside
A preview of the 16-item checklist. The full version is free.
- Inventory the recurring administrative tasks every case generates
- Set expected-by dates on outbound requests so the clock is watched automatically
- Build the overdue-item flag ranked by case impact
- Auto-draft provider and client follow-ups for review
- Turn calls into structured notes written to the matter
- Define the escalation rule for unresponsive third parties
- Surface a daily stalled-cases list for the team
- 9 more steps in the full checklist
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This guide is actively maintained and reviewed by the implementation experts at Revenue Institute. As the creators of The AI Workforce Playbook, we test and deploy these exact frameworks for professional services firms scaling without new headcount.
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