Clinic Client File Hygiene Agent

Clinic files often lack intake forms, consent, conflict checks or deadlines, and supervising attorneys find out late. This agent reviews each file for required items and lists what is missing. It drafts a note for the supervising attorney with the open items and deadlines, and rechecks after the student updates the file. A student sends nothing outward until the supervisor approves. Each week it also checks the calendar so no deadline lives only in someone's head. If the student's update does not fully fix an item, the agent keeps it on the list and says what is still missing. It decides what blocks work by risk: a missing conflict check or consent stops everything, a missing note does not. Edge case: a file has a signed engagement but no conflict check recorded, so the agent flags the missing check before any other work.