What changed in this pass
Converted the bi-weekly client-call finding from a diagnosis into an explicit reconfiguration recommendation.
Why reconfiguration is required
- This family should not allow multiple simultaneous open instances on the same matter.
- Sampled worst cases prove true duplicate generation, not just overdue carryover.
- Example matter
MAT-23042162776 currently shows:
6 open rows- same owner
Jordan Hatfield
- same due date
2026-04-30
- all created by
Sam Aguiar
- all created within seconds on
2026-04-16
- Another sampled six-open matter showed the same pattern.
Recommended target behavior
- Exactly
1 open Bi-Weekly Status Call with Client task per matter at a time.
- The next instance should only be generated after the current one is completed, skipped, or intentionally resolved.
- A new same-subject task should be suppressed if an open one already exists on the matter.
Safest implementation shape
- Add a create-time guard that checks for an existing open same-subject row on the matter.
- Block creation when one already exists.
- Generate the next instance only after the current one is completed or otherwise resolved.
- Run a remediation pass to collapse existing duplicate stacks to one survivor per matter.
Confidence
- High confidence that singleton-open enforcement is the correct end-state.
- Medium confidence on the exact live mutation path until the remaining execution source behind the
Sam Aguiar burst rows is proven.
Local artifacts