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The situation
A new matter arrives as documents: correspondence, agreements, filings, a chronology someone started. Scoping it means establishing parties, dates, the governing agreements and what has already happened.
That work is done by whoever picks the matter up, which means it is done at variable depth and recorded in a form only they can use.
Why it is hard
The chronology is the deliverable and it is buried
Dates are scattered across correspondence and filings, and the order matters more than any individual item.
Party identity is messy
The same entity appears under trading names, former names and abbreviations. Anything that treats them as different parties produces a misleading picture.
Early scoping errors compound
A missed governing agreement at intake is a problem that surfaces much later and much more expensively.
How we approach it
Agentix reads the intake bundle, resolves party identities, extracts the dated events into a chronology and identifies the governing agreements, each with its source cited.
The output is a draft for the supervising lawyer to correct, not a conclusion. What it changes is the starting point.
What changes
- A cited chronology produced from the bundle rather than assembled by hand
- Party identities resolved across trading and former names
- Governing agreements identified at intake rather than later
- Supervising solicitor reviews and signs off the scope
Next
Is this your problem too?
Bring the version of it you actually have. We will tell you what it would take, including when the answer is that it is not worth doing.