AI-Agents for Case Coordinators in Handoffs working with monday.com
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
File Signed Agreements
Match 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.
Works with
5 tools
5 tools
Request PDF Signatures
Send 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.
Works with
8 tools
8 tools
Export Case CSV
Build 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.
Works with
1–3 of 3
