AI-Agents for Document Controllers in Case Management
Agents help Document Controllers keep project files current and easy to find.
Save Email and Attachments
Store the original email beside each named attachment.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Works with
6 tools
6 tools
Merge Handoff PDFs
Merge linked project files into one ordered PDF for handoff.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
Works with
1–2 of 2
