AI-Agents for Attorneys in Audit Trail working with Box
File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
File Signed Agreements
Send matter owners links to signed agreements and signing proof.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
Works with
5 tools
5 tools
File Signed Confidentiality Agreements
Give attorneys a matter link to signed agreements and signing proof.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
Works with5 tools
5 tools
Request PDF Signatures
Send the approved client agreement and keep its signature request in view.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Works with
8 tools
8 tools
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