AI-Agents for Legal Administrators in Document Control

Agents help Legal Administrators keep matters organized and reviews moving.

Extract Screenshot Text

Reply to screenshot requests with text for matter review.

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
Save Email and Attachments

Save complete client emails beside their attached documents.

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
Email New File Links

Send legal reviewers each new matter file's name and link.

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
Save Email Attachments

File emailed client documents in the chosen archive folder.

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

Works with12 tools
File Signed Agreements

Keep signed client agreements and audit pages easy to find.

Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.

Works with5 tools
Request Missing Authority Forms

Check authority files and request missing power of attorney forms.

Missing power of attorney forms become clear tasks for requesters before legal approval continues.

Works with33 tools
Extract Image Text

Turn photographed matter records into review documents.

Get text from screenshots and photographed pages in a review document, with unclear passages marked for your team.

Works with6 tools
Prepare Document Reviews

Bring current matter files into the internal review packet.

Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.

Works with6 tools
Published by Approvals Essentials
Attach Late Packet Files

Keep client follow-up files with the pending matter review.

Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.

Works with8 tools
Review Changed Contract Exhibits

Show changed exhibit terms before you release a matter handoff.

Keep your contract review and approval process current when exhibits change. Your legal administrator gets a linked review before the handoff moves forward.

Works with9 tools
Route Changed Legal Files

Link the current file and old decision in a pending review.

Get a fresh review request for a changed legal file, with the canceled decision linked and the handoff held for your legal administrator.

Works with9 tools
Extract and Summarize Documents

Summarize new matter files and mark unclear facts for review.

Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.

Works with
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