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Practice Management & Billing

Intelligent Case Prioritization

Analyze matters and recommend prioritization based on multiple weighted factors for better time allocation.

Time Saved

Better allocation of available time

Accuracy

Systematic prioritization framework

Category

Practice Management & Billing

The Problem

  • Too many competing priorities
  • Difficulty assessing true urgency
  • Reactive rather than proactive work
  • Important matters neglected for urgent ones
  • Stress from constant context-switching

How Claude Helps

Assesses deadline urgency, evaluates client importance, considers matter complexity, weights multiple factors, and generates prioritized task list.

Step-by-Step Workflow

1

Input current matters

Input current matters and tasks

2

Define prioritization factors

Define prioritization factors and weights

3

Run prioritization analysis

Run prioritization analysis across all matters

4

Review recommendations

Review prioritization recommendations

5

Adjust for personal judgment

Adjust for personal judgment and context

6

Execute prioritized tasks

Execute tasks in prioritized order

Example Prompt

Prioritize my current matters and tasks:

MATTERS:
1. Acme v. Beta - Litigation (motion due in 5 days)
2. GlobalCorp acquisition - M&A (due diligence ongoing, closing in 30 days)
3. Startup fundraising - VC financing (term sheet review, client wants response today)
4. HR investigation - Employment (witness interviews needed this week)
5. Contract renewal - Commercial (auto-renews in 60 days if not addressed)

PRIORITIZATION FACTORS:
| Factor | Weight |
|--------|--------|
| Deadline proximity | 30% |
| Client importance | 25% |
| Matter value | 20% |
| Risk if delayed | 15% |
| Complexity/effort | 10% |

FOR EACH MATTER:
- Score on each factor (1-10)
- Weighted priority score
- Recommended time allocation this week
- Key tasks and deadlines

OUTPUT:
1. Prioritized matter ranking
2. This week's focus recommendation
3. Tasks that can wait
4. Delegation opportunities
5. Suggested daily schedule

Frequently Asked Questions

Can Claude account for client relationship factors?

Include client importance in your factors. Claude weights as you specify.

What about personal energy and preference?

Add personal factors (e.g., "prefer complex work in morning"). Claude incorporates in recommendations.

How often should I reprioritize?

Daily quick review, weekly comprehensive assessment. Re-evaluate when significant changes occur.

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