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AI agent for court reporters

Transcript Order and Deadline Planning Agent

Every transcript delivered by its due date

PlanningRisk managementSchedulingLegalOperations
See how it worksGet access
Transcript Order and Deadline Planning Agent: what goes in, what the agent does and what you get

What it does

Court reporters juggle expedited and regular transcript orders, and a crowded week can mean missed delivery dates. This agent tracks every order: job date, pages expected, turnaround ordered and due date. Each day it estimates the hours of work left for each transcript and compares the total to available hours before each due date. Expedited orders get priority by due date. If the workload does not fit, it shows which jobs are at risk and options such as sending work to a scopist or proofreader. It rechecks whenever new jobs or orders arrive. It drafts status notes to clients when a delay is possible. The reporter decides and approves every message. Edge case: a daily copy order arrives for a trial already booked, which shifts other deadlines.

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Daily planning 2 USES A TOOL Load orders and calendar 3 DOES Estimate remaining hours 4 CHECKS THE RESULT Does the workload fit before every due date? If not: list at-risk jobs and options and recalculate.Back to step 3. 5 USES A TOOL Draft client status notes 6 YOU APPROVE Reporter decides and approves messages 7 RESULT Work plan updated
Read the steps as a list
  1. Daily planning
  2. Load orders and calendar
  3. Estimate remaining hours
  4. Does the workload fit before every due date?If not: list at-risk jobs and options and recalculate. Back to step 3.
  5. Draft client status notes
  6. Reporter decides and approves messagesThe agent waits here for your OK.
  7. Work plan updated

How it decides

It compares estimated hours to available hours by due date.

  • Expedite: priority by due date
  • Shortfall over 4 hours: suggest scopist
  • Due within 48 hours and behind: alert

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Work rates
  • Working hours
  • Alert timing
  • Message templates

What keeps you in control

It always asks you first

  • Client messages
  • Using a scopist

Hard limits

  • Never accepts orders
  • Never shares transcripts

It stops when

  • Done: plan updated
  • Stop: no orders

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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensOn Tuesday, three expedited transcripts were due Friday with 22 hours of work and only 15 hours available, so the fit check failed. The agent suggested sending one 140-page transcript to a scopist, which cut the reporter's load to 13 hours. The reporter approved, the recheck passed, and all three were delivered Friday morning.

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