AI-Agents for Legal Assistants in Client Services in Request Intake working with Google Drive
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Request Agreement Signatures
Send approved case agreements to the named signers.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Works with
10 tools
10 tools
Send Signature Requests
Send final client agreements for signature and reply with signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
Works with
5 tools
5 tools
Send Agreements for Signature
Prepare approved agreements for signature and record the request link.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Works with
6 tools
6 tools
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