AI-Agents for Case Coordinators in Accounting
Agents help Case Coordinators keep client files ready for each handoff.
Save Email and Attachments
Keep each case email with its attachments in one review folder.
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
Merge Handoff PDFs
Assemble case PDFs into one file in the team's stated order.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
Works with
1–2 of 2
