AI-Agents for Document Controllers in Legal Services

Assemble project PDFs in the page order listed on each request.

Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.

Works with8 tools

Save ordered screenshot text in the shared review folder.

Get copyable text from screenshots right in your review thread, with a shared file and clear marks where the image needs another look.

Works with8 tools

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 with6 tools

Send project reviewers the name and link of each new document.

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools

Keep emailed project documents in the archive under their original filenames.

Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.

Works with12 tools

Place flagged project attachments in the right folder and flag conflicts.

Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.

Works with5 tools

Locate the right project file and flag any link access problem.

Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.

Works with7 tools

Recover emailed project files without overwriting existing copies.

Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.

Works with5 tools

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

Combine project PDFs in manifest order and send the owner a link.

Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.

Works with14 tools

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

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.

Works with5 tools