Session Objective

Remove the cookie-cutter Attorney Hub treatment checkpoint prompts after confirming they were generated from matter open-date anniversaries, not actual treatment-status freshness.

Work Completed

Updated the eight circulated attorney overview Apex controllers in the root Salesforce source tree and deployed to LITIFY_ORG:

• AttorneyHubAbbyController
• AttorneyHubAustinController
• AttorneyHubJimmyController
• AttorneyHubJonController
• AttorneyHubNickController
• AttorneyHubPaytonController
• AttorneyHubTerryController
• AttorneyHubTrentController

The removed behavior was addTreatmentAnniversaryPrompts, which generated 30-day, 60-day, and 90-day treatment checkpoint rows solely when litify_pm__Open_Date__c equaled today minus 30, 60, or 90 days. This meant a real client conversation on day 59 would still leave a day-60 prompt, so Sam correctly identified it as cookie-cutter.

I also removed the same obsolete helper/call from the canonical Litify_AI_Integration_Project copies that exist for Payton, Nick, and Jimmy so those source copies do not continue carrying the retired prompt.

Validation And Deploy Evidence

Live org preflight succeeded: LITIFY_ORG connected and a live Matter read succeeded.

Source checks succeeded:

• rg found no remaining addTreatmentAnniversaryPrompts, Send treatment status check, treatment-status-check, or 60-day treatment checkpoint strings in the eight target root controllers.
• git diff --check returned clean for the touched files.

Salesforce validation: