AI-Agents for Legal Administrators in Handoffs

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Send Agreement for Signature

Check approved PDFs and send private signing links to the named signer.

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 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
Log Contract Details

Log agreements from team chat and flag terms needing review.

Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.

Works with9 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
Merge Case PDFs

File one combined case packet and add its link to the case.

Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.

Works with7 tools
File Signed Agreements

Close filing gaps by adding signed agreements to final matter files.

Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.

Works with5 tools
File Signed Confidentiality Agreements

Keep signed confidentiality agreements and certificates on the right matter.

Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.

Works with5 tools
Send Agreements for Signature

Send approved client agreements and file signed copies with audit pages.

Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.

Works with6 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
Reopen Filing Review

Compare corrected exhibits with approved packets and prepare your review.

Keep corrected filing packets on hold while your legal administrator reviews what changed and who needs to sign off again.

Works with4 tools
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