# Compliance Deadline Tracking (Corporate Clients) — Professional Services AI agent | Mihu AI

Professional Services · Matters

# Compliance Deadline Tracking (Corporate Clients)

Track recurring compliance deadlines for ongoing corporate/business clients proactively.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Tracks each ongoing client's recurring compliance obligations and their due dates via the PMS compliance calendar.

Sends reminders with enough lead time for the assigned professional to prepare the required filing/documentation.

Confirms completion and updates the compliance calendar for the next cycle, written to the PMS.

Escalates any deadline at risk of being missed immediately.

## Data sources

Practice management compliance calendar Client-specific obligation schedule

## What it targets

Recurring compliance deadlines tracked with proactive reminders Target 100%

Missed compliance deadlines Target 0