AI-Agents for Case Coordinators in Client Services
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
Request Agreement Signatures
Send 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.
Works with
10 tools
10 tools
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