Matter Deadline Risk Scanner

Paste your active matter list with key dates. Get back a sorted risk report flagging imminent deadlines, stale matters, and data quality issues.

Flags potential deadline exposure based on the data you provide. Verify every flag against your authoritative records before relying on it.

The scanner flags risk from dates, practice areas, and activity patterns — it doesn’t need matter captions to be real. Label matters as [MATTER 1], [MATTER 2] or use opaque internal IDs and the output is just as useful.

Matter name (or placeholder), practice area, opening date, key deadlines, last activity. One matter per line or block.

Excel, CSV, PDF, Word. Up to 3 files, 10 MB each.

Output will appear here once the tool runs.

Questions people ask first

What does this tool flag?

Imminent deadlines (anything within 30 days), stale matters (no activity for X months — you set the threshold), data-quality issues (missing fields, ambiguous dates, name typos), and matters with deadline patterns that suggest a missed prior date. The output is a sorted risk report you can paste into your task list.

Will it actually catch a missed statute of limitations?

It will flag matters where the dates suggest one might be approaching, and it will flag matters where the date data is too ambiguous to evaluate. It will not tell you the SOL for your jurisdiction or your matter type — that's research the tool can't do from the inputs. The output is a checklist of matters to look at, not a legal opinion.

What format should my matter list be in?

Plain text or CSV-style. One matter per line with key dates beside it works. The scanner is forgiving — it'll handle different date formats (3/12/26, March 12 2026, 2026-03-12) and inconsistent column ordering. Don't include privileged content; matter-name, key dates, and a one-line description is all the scanner uses.

Should I paste this into the tool every week?

Weekly is overkill; monthly is closer to right. If you want a standing version of this, the Practice Health Quarterly (currently on the waitlist) bundles deadline scanning with billing health, IOLTA review, and intake quality into one quarterly PDF.

What about court-specific calendaring rules?

Out of scope. The scanner doesn't compute deadlines from triggers (e.g. “add 30 days from service of complaint”). It works with the dates you've already calculated and entered. For trigger-based calendaring, use your practice management system's calendaring module — Clio, MyCase, PracticePanther all have one.