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Reopen Filing Review
Compare corrected filing packets and prepare a legal administrator review
Use this Agent instantly or customize it - no programming needed
- Corrected filing packetCorrected filing packet
Your current packet includes the corrected exhibit and its latest version.
- Earlier reviewEarlier review
Your earlier review shows the attorney's decision and the packet version it covered.
- Matter reviewer listMatter reviewer list
Your matter reviewer list identifies who must review changes to this filing.
- Exhibit completeness checklistExhibit completeness checklist
Your exhibit checklist shows what the packet needs before review.
Your filing packet workspace keeps packet versions, earlier decisions, and the new review together.
- Manual reconciliation flagManual reconciliation flag
Your team sees which packet needs its earlier review or reviewed version found.
- Handoff holdHandoff hold
Your team sees that the corrected packet must wait for a legal administrator's decision.
- Reviewer choice requestReviewer choice request
Your legal administrator chooses an authorized reviewer when the matter rules leave that unclear.
- Change summaryChange summary
Your legal administrator sees changed facts, both packet versions, and affected reviewers.
- Pending review linkPending review link
Your new review links the corrected packet to the attorney's earlier decision.
- Handoff holdHandoff hold
Your team sees that the corrected packet must wait for a legal administrator's decision.
This Agent starts when a corrected exhibit changes a filing packet after review. It compares versions against your reviewer list and exhibit checklist. It links a pending review and holds the packet for your legal administrator.
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AirtableUsed as:
- Filing packet workspace
Airtable keeps packet versions, earlier decisions, and the new review together.
monday.comUsed as:
- Filing packet workspace
monday.com keeps packet versions, earlier decisions, and the new review together.
PodioUsed as:
- Filing packet workspace
Podio keeps packet versions, earlier decisions, and the new review together.
KintoneUsed as:
- Filing packet workspace
Kintone keeps packet versions, earlier decisions, and the new review together.
Made for your industry
Reopen Filing Review is made for businesses in these industries.
- Legal Services
Hold corrected filing packets until a legal administrator reviews the changes.
Show all Agents for the Legal Services industry
Made for your role
Reopen Filing Review is made for people in these roles.
- Legal Administrator
Compare corrected exhibits with approved packets and prepare your review.
Show all Agents for the Legal Administrator role
Made for your department
Reopen Filing Review is made for people in these departments.
- Legal
Prepare a fresh review of corrected exhibits for the legal administrator.
Show all Agents for the Legal department - Document Control
Link prior decisions to corrected filing packets and hold their handoff.
Show all Agents for the Document Control department
How Reopen Filing Review works
3 steps, in order, on every run.
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Check the Packet and Earlier ReviewRead the current packet and the version behind its earlier decision. Check exhibit completeness against your checklist.
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Compare Versions and ReviewersCompare the corrected packet with the reviewed version. Identify affected reviewers and confirm the earlier decision was canceled or superseded.
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Prepare a Linked ReviewLink the earlier decision to a pending review for the required legal administrator. Hold the packet until that person decides.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Podio.
4 tools
- Connect the reviewed legal filing packet location and identify the linked earlier review or decision field.
- Enter the matter reviewer list and exhibit completeness checklist, authorized legal administrator names, and the status that holds handoff pending review.
- Limit access to the legal filing packet and review destination to the responsible team.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Reopen Filing Review:
Your legal administrator makes the final decision. You choose authorized reviewers and the status that holds the packet during review.
Your packet gets flagged for manual reconciliation. The Agent creates no fresh approval without the earlier review.
Your reviewer list and exhibit checklist set the rules for keeping sign-offs. The Agent keeps them only when those rules allow.
The Agent rereads the packet and stops before writing an outdated request. Your legal administrator can then work from the current version.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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