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AI-Agents for Case Coordinators working with Microsoft Office 365

Every one is ready to run, and you can adjust it in plain language.

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 with6 tools
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 with7 tools
Add Intake Submissions

Check client intake forms before adding them to the case tracker.

Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.

Works with5 tools
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