AI-Agents for Case Coordinators in Investigations
Agents help Case Coordinators keep client files ready for each handoff.
Merge Case PDFs
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.
Works with
7 tools
7 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
1–2 of 2
