Objective

Review current pending roundtable matters using both Outlook messages and live Litify matter data, then recommend the next action for each matter.

What changed

• Pulled the current pending roundtable set from Outlook and Litify.
• Expanded the digest to include principal attorney, accident date, matter open date, roundtable submitted date, action recommendation, and pertinent notes.
• Used Litify Roundtable Requested Date when present and Outlook email received date when the Litify field was blank.

Commands or live systems touched

• Microsoft Outlook mailbox data.
• Live Salesforce/Litify org LITIFY_ORG.
• Source evidence: /Users/samaguiar/.codex/sessions/2026/05/27/rollout-2026-05-27T14-14-59-019e6aa5-9f09-75d0-91f7-05e96ec3e011.jsonl.

Rollback state

• No production writes were described in the session; this was a read-and-recommend workflow.
• Rollback is not applicable beyond discarding the digest recommendations.

Open follow-up

• User still needs to act on the recommended decisions in Litify and may want a saved report or queue if this becomes recurring.

Pickup prompt

Reopen the pending-roundtable digest, work the recommended actions one by one in Litify, and note any cases where the Outlook evidence conflicts with the Matter record.