AI-Agents for Client Services Managers in Contract Filing working with Microsoft Office 365
File signed agreements, link them to purchases, bundle finance documents. Every one is ready to run, and you can adjust it in plain language.
Summarize Signed Agreements
Keep client scope and key commitments visible after an agreement is signed.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
Works with
10 tools
10 tools
File Signed Agreements
Share final agreement links with client service teams.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Works with
7 tools
7 tools
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