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Use Case · Legal & Tax 

Deadline Management
& Diarising

AI agent monitors deadlines across all matters, identifies dependencies and escalates automatically. No missed deadline through human oversight.

Why Deadline Management Is a Lever

The most expensive mistake a firm can make

A missed deadline is the most expensive mistake a law firm can make. Not a wrong clause, not a calculation error, but a forgotten date. A limitation period that expires. A submission that arrives one day late. An appeal that is not filed in time.

In a firm with 200+ active matters, hundreds of deadlines are running simultaneously: court deadlines, regulatory deadlines, contractual deadlines, internal deadlines. They sit in the matter management system, in Outlook calendars, in spreadsheets, on sticky notes. Some are recorded twice, some not at all. Some depend on each other, but only the responsible lawyer knows that, and they are on holiday.

The system works as long as people pay attention. But people fall ill, go on holiday, get distracted, forget. A single missed deadline can cost a firm six figures in liability, in lost clients and in insurance premiums.

How the Process Changes

Before / After

⏱ Before — Manual
New deadline arises
From court order, notice, contract
Record deadline manually
In matter management, Outlook or spreadsheet
❌ 3+ different systems
Set pre-deadline reminder
Calculate manually, enter manually
⏱ Error-prone
Clarify responsibility
Who handles it? Who covers?
Create diary entry
In a different system from the deadline
🔄 Systems not linked
Check dependencies
Does another deadline depend on this?
❌ Only stored in people's heads
Wait for completion
No automatic monitoring
Escalate if overdue
Only if someone notices
📊 Liability risk
Mark as completed
Manually, sometimes forgotten
⚡ After — With Lunatec
New deadline arises
From court order, notice, contract
AI agent recognises & records
Automatically extracted from documents
⚡ Seconds instead of minutes
Automatic deadline calculation
Pre-deadlines, extensions, bank holidays
✅ CPR, statutory rules, court rules
Assignment & cover
Automatic based on matter allocation
✅ Cover activated on absence
Dependencies recognised
Linked deadlines automatically connected
📊 Complete overview
Continuous monitoring
Dashboard with traffic-light status
⚡ Real-time, all matters
Automatic escalation
Tiered, to the right people
👤 Impossible to forget
Completion confirmed
Documented, timestamped
✅ Audit-ready
45 min/day 5 min/day

for deadline monitoring and diarising

5 min (after) 45 min (before)
The Solution in Detail

How We Automate Deadline Management

01

Automatic Deadline Recognition

The AI agent recognises deadlines automatically from incoming documents: court orders, notices, pleadings, contracts. It extracts the date, deadline type, reference matter and assigns the deadline to the correct file. Works with scanned documents, PDFs and emails.

ABBYY Document Intelligence for document analysis. Custom NLP models for legal deadline recognition (limitation periods, appeal deadlines, submission dates, response deadlines). Automatic assignment by case reference.

02

Deadline Calculation & Dependencies

Automatic calculation of all relevant dates: deadline start, deadline end, pre-deadline reminders, extensions, taking into account bank holidays, weekends and jurisdiction-specific rules. Dependent deadlines are automatically linked.

Rule-based calculation following CPR, statutory rules and further procedural rules. Bank holiday calendar by jurisdiction. Dependency graph between linked deadlines.

03

Dashboard & Monitoring

Real-time dashboard with traffic-light status across all current deadlines. Filter by lawyer, client, deadline type, urgency. Immediately visible: what is due? What is at risk of expiring? Where is an assignment missing?

🟢 On track – On schedule, assigned
🟠 Attention – <7 days, pre-deadline reached
🔴 Critical – <48h, not actioned

04

Escalation & Cover

Automatic escalation when overdue, tiered: first a reminder to the responsible lawyer, then to their cover, then to the partner. When a lawyer is absent, the stored cover arrangement is automatically activated.

Escalation rules configurable per deadline type and urgency. Integration with Outlook/Exchange for absence detection. Push, email and Teams notification.

UiPath
Azure AI
ABBYY Document Intelligence
Power App (Dashboard)
Outlook / Exchange
Results

What Deadline Management Automation Typically Delivers

90%

Less manual
effort

100%

Visibility across
all deadlines

Auto

Escalation &
cover arrangements

<4 Mo.

ROI incl. setup
& integration

The real value lies in risk mitigation. A single avoided missed deadline justifies the investment for years.

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Deadline Management & Diarising

AI agent monitors deadlines across all matters, identifies dependencies, escalates automatically.

0 missed deadlines
Ready?

How many active matters are running in your firm in parallel?

Let us look in 30 minutes at how automated deadline management could work in your firm, with a real-time dashboard, automatic escalation and the certainty that no deadline slips through.

No sales pitch. Just an honest assessment.

120+ Clients.   100% Satisfaction.   7 months to Profitability.

WHAT YOU GET IN THE DISCOVERY CALL

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