> ## Documentation Index
> Fetch the complete documentation index at: https://docs.holace.io/llms.txt
> Use this file to discover all available pages before exploring further.

# COO Engine

> Real-time alerts, priority cases, and per-attorney performance — the AI agent watching your docket.

The COO Engine is HoLaCe's real-time intelligence layer: an AI-driven panel that watches your firm's docket continuously and surfaces what needs attention right now. Where [AI Chat](/admin-cross-cutting/ai-features/ai-chat) is on-demand (you ask, it answers), the COO Engine is **always-on** (it watches, it tells you).

It's the platform's signature differentiator and one of the things firm admins log into HoLaCe to look at first thing in the morning.

\[Screenshot: COO Engine panel showing alerts at the top, priority cases mid-page, and an attorney leaderboard]

## Where to find it

**Sidebar → COO Engine** opens the full panel. A condensed widget also surfaces on the firm dashboard so you see the top alerts without leaving the home screen.

## The four panels

The COO Engine renders four sections, top to bottom:

### 1. Alerts

Time-sensitive intelligence: cases that need action *today*. Three severities:

* **Critical** (red) — something is at risk of slipping a hard deadline. Statute approaching with no demand sent. Demand response window expiring. Court filing deadline within 48 hours.
* **Warning** (amber) — pace concerns. Case sitting in a stage past the firm's average. Long inactivity gap on an active matter. Roadblocks open more than 7 days.
* **Positive** (green) — wins worth celebrating. A demand was just accepted. A case settled above the firm average. A case advanced from Pre-Lit to Litigation.

Click any alert to open the underlying journey.

### 2. Priority Cases

A ranked list of the cases the COO Engine thinks deserve attention right now. The ranking factors in:

* Days in current stage vs. the firm's average for that stage
* Open roadblocks
* Approaching deadlines (statute, demand response, hearing dates)
* Activity recency
* Stage-specific signals (e.g., "demand sent and no response in 30 days")

Each row shows journey number, client name, current stage, urgency tag (`ASAP`, `PAST DUE`, `This Week`), and a one-line "why this is here" reason.

### 3. Attorney Performance

A leaderboard of attorneys at your firm with three numbers each:

| Metric                 | What it means                                              |
| ---------------------- | ---------------------------------------------------------- |
| **Active cases**       | Open journeys assigned to this attorney                    |
| **Red cases**          | How many of those are flagged Critical by the alerts panel |
| **Settled this month** | Settlements closed since the 1st                           |

Useful for partner-level visibility: which attorneys are carrying the most red, who's shipping settlements, where capacity might be available.

### 4. Firm Stats

Top-line numbers across the whole firm: total active matters, settled this month, settlement revenue this month, average days-to-settle. The stats are real-time — no refresh-and-wait — and they're the same numbers used in the morning email digest if your firm has it enabled.

## Per-attorney filter tabs

A row of tabs near the top lets you scope the entire panel to one attorney. Click an attorney's name and the alerts, priority cases, and stats all re-scope to just their plate. Click "Firm" to go back to the firm-wide view.

This is the core workflow for partner check-ins: filter to an attorney, scan their alerts and priority cases, decide whether to delegate, escalate, or stand back.

## How it stays current

The COO Engine refreshes every few seconds via polling — open it in a tab on a second monitor and it stays live without action on your part. When a new roadblock is filed, when a demand goes out, when a case settles, the panel reflects the change within a single refresh cycle.

## Trust and tuning

The alert and priority logic is rules-based on top of model-driven scoring. Two implications:

1. **It's deterministic.** A case ranked Critical is Critical because of an explicit rule (e.g., "demand response 30+ days overdue"). You can hover any alert to see the rule that fired.
2. **It tunes per firm.** "Average days in stage" is computed from your firm's history, not a generic benchmark. As your firm builds more case history, the COO Engine gets sharper at flagging real outliers.

## What it doesn't do (yet)

* It doesn't reach out to clients or carriers. It tells you to. Action is still human-driven.
* It doesn't predict settlement values.
* It doesn't replace the human attorney's judgment on case strategy. It surfaces signals; you decide what to do.

The team's vision is for the COO Engine to evolve into a true AI COO — proactive carrier-negotiation intelligence, automatic outbound follow-ups on stalled cases, settlement-value prediction grounded in the firm's history. Today's panel is the foundation; richer agency layers on top in future releases.

## Dismissing an alert

Click the **×** on any alert to dismiss it. Dismissals are scoped to your user — your dismissing an alert doesn't hide it from your partner. The alert returns automatically when its condition re-fires after a re-check (so dismissing the "demand response overdue" alert doesn't make the case slip; it'll come back).

<Note>
  Roadblock flagging on tasks (a primary input to COO alerts): [Roadblocks](/admin-cross-cutting/tasks/roadblocks).
</Note>
