AI-Agents for Case Coordinators in Case Management
Agents help Case Coordinators keep client files ready for each handoff.
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.
6 toolsAssemble 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.
Merge ordered case PDFs and put the packet link on the case.
Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.
7 toolsMatch signed agreements to matter numbers before final filing.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
5 toolsSend case agreements for signature and keep case status current.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend the approved case agreement and put its request link on the case.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsPlace submitted page text with the case the reviewer needs.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsBuild review CSVs from complete cases and list cases needing fixes.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.
Check client intake forms before adding them to the case tracker.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.
5 tools