AI-Agents for Case Coordinators in Records Management
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
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
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
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