VeraCase AI detected client guidelines that imply recurring tasks. Review each suggestion and approve or dismiss.
AI Suggestion · Detected from Walmart guidelines
Client
Walmart Claims Management
Skill
/Walmart Weekly Summary
Proposed Schedule
Every Monday at 8:00 AM PST
Scope
23 active Walmart cases
Guideline basis — Walmart Insurance Special Handling, §4.2
"All active claims must receive a written status report within 7 days of any case activity. Reports shall be submitted to the assigned claims adjuster by close of business Friday each week."
23 cases match this requirement and have had activity in the last 7 days. Estimated run time: ~4 minutes per batch.
AI Suggestion · Detected from State Farm guidelines
Client
State Farm Mutual
Skill
/State Farm IMR Drafter
Proposed Schedule
Daily at 7:00 AM PST (on UR denial days)
Scope
Cases with pending UR denials
Guideline basis — State Farm WC Handling Protocol, §2.1
"IMR filings must be initiated within 30 calendar days of a UR denial. Defense counsel is responsible for drafting and serving the IMR request letter. Delays result in waiver of the right to challenge."
4 UR denials received in the last 14 days have no IMR filing started. Running this skill daily will catch new denials within 24 hours.
AI Suggestion · Detected from Zurich guidelines
Client
Zurich North America
Skill
/Monthly Portfolio Summary(skill not yet created)
Proposed Schedule
1st of each month at 9:00 AM PST
Scope
All 11 active Zurich cases
Guideline basis — Zurich WC Program Guidelines, §7 (Reporting)
"A monthly portfolio report summarizing case status, reserve activity, and litigation milestones is required for all open files assigned to panel defense counsel, due by the 5th business day of each month."
This skill does not exist yet — approving will prompt you to create it before the schedule activates.
Obligations are created the moment a trigger fires — the deadline is tracked even if no draft has been generated yet. Drafts route to the assigned attorney's approval queue.