Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Keep claim correspondence and its attached files together for review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
File flagged claim documents and report attachments needing follow-up.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
Export complete claim cases for review 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.