AI-Agents for Account Coordinators in Document Filing working with Microsoft Outlook
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Save Email and Attachments
Keep client emails and attached files together for handoffs.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Works with
6 tools
6 tools
File Signed Agreements
Send account teams links to filed client agreements.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Works with
7 tools
7 tools
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