AI-Agents for Document Controllers in Client Services working with Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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
Send Handoff Notes
Distribute approved handoff files and log each recipient's send result.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Works with
19 tools
19 tools
Send Client Packets
Distribute released project files and log each recipient's email status.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
Works with5 tools
5 tools
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