AI-Agents for Case Coordinators working with Zoom
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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.
6 toolsAssemble 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.
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.
5 toolsSend 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.
10 toolsPlace submitted page text with the case the reviewer needs.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsCheck 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.
5 tools
