AI-Agents for Client Services Coordinators in Legal in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Request Agreement Signatures
Send approved client agreements and record each request on its case.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Works with
10 tools
10 tools
Draft Email Replies
Draft client replies that keep prior requests in view.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Works with
Send Signature Requests
Send approved client agreements and copy their owners.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
Works with
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