# Litigation exposure dashboard for your HubSpot accounts

> Screen every company in your CRM against public court records, triage the false positives, and log real cases to the account record.

- Workflow type: app
- Services: CourtListener, HubSpot
- Categories: Operations, Sales
- Published: 2026-08-17

## What it does

- See every company in your CRM in one table, ranked so the accounts with the most public litigation activity float to the top.
- Open any account to read the matched cases with case name, court, docket number, and filing date, plus a plain-language read on what the pattern suggests.
- Mark wrong matches as Not this company so they never come back, and store alternate or former names so the right ones do.
- Log the cases that matter to the company record in your CRM as a dated note, so account owners see it in context.

## What you'll need

- A HubSpot account with companies in it, and permission to view companies and add notes.
- A free CourtListener account, which is where the public court record search comes from.
- A rough sense of the legal entity names your customers and vendors use, since court records list the legal name rather than the brand name.

## Prompt

Build me an internal app that my legal and finance teams open to review litigation exposure across our whole book of business in HubSpot, instead of spot-checking company names against court records by hand.

The main screen is a sortable table of our HubSpot companies. Load them with List Companies, and use Search Companies to power a filter box so I can narrow the table by company name, industry, or owner. Each row shows the company name, its owner, how many public court cases matched it, the date of the most recent matching filing, and the court that filing was in.

Match counts come from screening a company against CourtListener. For a given company, run its legal entity name through Search and List Dockets, and keep the matched party text from every result so a person can judge whether it is really them. CourtListener is capped at 5 requests per minute, 50 per hour, and 125 per day per token, so never rescreen the whole table on page load. Screening is on demand and in small batches: I select companies or a page of the table, press Screen, and a progress indicator shows how far along it is and backs off politely as it approaches the rate limit. Store every result with a last screened timestamp per company, show that timestamp in the table, and reuse the cached results until I explicitly rescreen.

Clicking a row opens a detail panel for that company listing every matched case with case name, court, docket number, filing date, and the matched party text. Each case links out to the underlying record on CourtListener, using Get Docket for the full case metadata, so I can read the source myself. Above the list, show a short plain-language read on what the pattern suggests, for example a cluster of recent contract disputes in one district versus a handful of old unrelated filings. Frame that read as a possible signal and never as a confirmed legal finding.

Company name matching against court records is noisy because of common names, subsidiaries, and unrelated parties that share a name, so make triage first class. Every hit gets a Not this company control that suppresses it for good and recalculates that company's exposure numbers immediately. Let me store per company name aliases such as dba names, former names, and subsidiary names that get included in future screens, plus a per company exclusion list of party names that should never count. Persist aliases, exclusions, and suppressions so they survive rescreening.

Hits I do believe get a Log to CRM button that writes a dated summary note onto the HubSpot company record with Create Note, so the account owner sees it in context on the record. The note should name the cases, courts, and filing dates, and state plainly that these are unverified public record matches.

Sort the table by exposure by default so the riskiest accounts float to the top, weighting recent filings and case volume, and let me toggle a filter that shows only companies whose matches are from the last twelve months. Suppressed hits never count toward exposure.

## How to customize

- Change how exposure is scored, for example weighting recent filings more heavily or counting only certain courts.
- Adjust the review window from the last twelve months to whatever period your team works on.
- Decide who can log notes back to the CRM and who can only review the findings.

## FAQ

### Does a match mean the company is actually being sued?

No. Matching a company name against public court records turns up false positives from common names, subsidiaries, and unrelated parties who happen to share a name. The dashboard always shows you the matched party text so you can judge for yourself, and nothing is ever presented as a confirmed finding. That is why every hit has a Not this company control.

### Will this work on HubSpot Free?

Yes. It reads your company records and writes notes onto them, and both are available on every HubSpot tier including the free one.

### How complete and current are the court records?

The search covers United States federal and state courts, but coverage and filing lag vary by court, so treat the dashboard as a starting point for review rather than a complete legal record. Anything you want to act on should be confirmed against the source, which every case links to.

### Why does it screen companies in small batches instead of all at once?

Free court record accounts limit how many lookups you can run per minute, hour, and day. The app screens the companies you choose on demand, shows a progress indicator while it works, and remembers when each company was last screened so it does not waste lookups repeating work.

### Can I use this to watch vendors and suppliers, not just customers?

Yes. Anything stored as a company record in your CRM can be screened, so the same dashboard works for reviewing your vendor base alongside your customer base.

Use this prompt in General Input: https://www.generalinput.com/prompts/litigation-exposure-dashboard-for-your-hubspot-accounts