AI-Agents for Legal Administrators in Handoffs working with Microsoft Office 365
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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.
32 toolsSend 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.
27 toolsKeep 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.
5 toolsFile 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.
7 tools
