AI agent for judges
Recusal and Conflict Screening Agent
Make sure every possible conflict in an assigned case is found and put in front of the judge before any ruling.
What it does
A judge or clerk gets a new case assignment and has to be sure nothing in the party list touches a stock holding, a family tie or a former client. A missed conflict can void a ruling later. When a case is assigned, the agent reads the party and counsel list, then checks every name against the judge's disclosure list, prior practice records and financial holdings file. Partial name matches are followed up with other details such as address or company group. When new parties or amicus filers appear, it repeats the check. It lists each possible match with the evidence and drafts a recusal notice only if the judge asks. The judge decides every flag. Edge case: a party named Hartwell Capital matches a fund the judge's spouse holds, found through a parent company link.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Case assigned or new filer appears
- Read the party, counsel and amicus list
- Check each name against the disclosure list and prior practice records
- Check holdings and corporate ownership links
- Is every partial match resolved with another identifier?If not: Look up address, parent company or counsel firm and re-compare. Back to step 4.
- Rank flags as likely, possible or cleared with evidence
- Judge reviews each flag and decides on recusalThe agent waits here for your OK.
- Draft a recusal notice if the judge directs
- Watch the docket for new filers and repeat the check
- Did a new party or filer change the list?If not: Run the full check again on the new names. Back to step 2.
- Conflict log for the case
How it decides
A name that matches exactly or matches a related entity is flagged as likely. A partial match is followed up with extra identifiers and kept as possible if still unclear. The judge makes every decision.
- Exact name or known affiliate match is flagged as likely
- Partial match with one matching identifier stays flagged as possible
- Any holding in a party or its parent is flagged regardless of size
- Repeat the check within 1 business day of a new filer
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Sources checked (holdings, prior clients, family list)
- Repeat check timing (default 1 business day)
- Match strictness for partial names
- Who receives flags besides the judge
What keeps you in control
It always asks you first
- Judge decides each flag and any recusal
- Judge signs any recusal notice
Hard limits
- Never decides recusal or contacts a party
- Never shares the judge's holdings outside chambers
It stops when
- Done: all flags decided and logged
- Stop: the case is reassigned after recusal
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
