AI-Agents for Case Coordinators in Handoffs working with Zoom
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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
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 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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