Pokee Playbook
Build a cited chronology and an Early Case Assessment report from a matter document set.
Every complex case starts the same way: a stack of documents and no clear picture. The skill gives you the facts, the conflicts, and the gaps before you commit resources.
Every material fact, date, party, and amount is extracted and tied to a source document and location. No fact without a citation.
The gaps list names exactly what is missing from the record, with what to collect next. You find out before it becomes a problem in review.
Walk into the intake or status meeting with the chronology, the issue map, and the gaps list. The client sees what you know and what you are going to collect.
Four stages, one run. The same rhythm, every matter, every time.
Inventory before you extract
The outcome: A clean, defensible scope for the review, established in minutes.
Every fact tied to its source
The outcome: A fact base where every row can be traced back to a document in the record.
A living timeline
The outcome: A cited chronology that stays current for the life of the matter.
From facts to a working brief
The outcome: A draft for attorney review that tells you what is known, what is contested, and what is missing.
Meridian Health Systems v. Brightline Analytics (fictional). A SaaS implementation dispute: missed go live, disputed data access, a termination for cause, and service credits accruing at $15,000 per week. Eleven documents in; the output below is real.
Meridian v. Brightline · 11 documents · defendant perspective
| # | Date | Event | Source | Flag |
|---|---|---|---|---|
| F-008 | 2025-04-15 | Meridian confirms provisioning scheduled for the week of April 21, access expected by April 22, 2025 | Email_Liu_to_Webb_2025-04-15.txt | HARMFUL |
| F-013 | 2025-06-27 | Meridian provisions read only access to the clinical data warehouse, with 30 day auto renewing credentials | Email_Okafor_to_Raman_2025-06-27.txt | HELPFUL |
| F-018 | 2025-08-15 | Brightline acknowledges in writing that service credits of $15,000 per week are accruing from August 15, 2025 | Email_Raman_to_Okafor_2025-08-15.txt | HARMFUL |
| F-021 | 2025-09-08 | Brightline terminates the MSA for cause, effective October 8, 2025, alleging material breach of the data access provisions | Termination_Notice_Brightline_2025-09-08.txt | HELPFUL |
All four matters in the ECA playbook (commercial, employment, product liability, data breach) were run through the same skill with no configuration changes. Only the matter brief changed.
The skill operates on your own Pokee deployment, including fully offline or air gapped environments. Matter data does not leave your control.
Every chronology row and every report statement points to a source document and location. If a fact cannot be cited, it is not in the output.
Outputs are labeled draft for attorney review. Flags are working drafts, not opinions. Suspected privileged documents are flagged and excluded, never classified.
Run the skill on one real matter of your choosing, with your own documents, on your own infrastructure. We will show you the cited output in a 30 minute walkthrough.
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