Document Filing AI-Agents for Document Controllers in Consulting
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
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.
6 toolsSave ordered project report pages as one PDF in the shared folder.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
8 toolsCreate project folders by ID and flag duplicates before files are added.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
15 toolsMove project files into the right folders and flag name conflicts.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
18 toolsAdd missing project filing sections and report unresolved gaps.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.
17 toolsMerge 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.
Place signed PDFs and their audit pages in the right client files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsCreate approved phase folders without duplicating existing ones.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 toolsCreate standard project folders and verify section access.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
5 toolsFile signed project agreements and logs in the final folder.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsAttach one ordered PDF packet to the project task.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
5 toolsVerify archive copies and link them from meeting notes.
Your team can find finished recordings in the shared archive, with a meeting note linking to the file and an alert when filing fails.
