Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
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.
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.
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.
Check authority files and request missing power of attorney forms.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
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.
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.
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.
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.
Complete contract exhibit packets before handing drafts to reviewers.
Your approvers see regional exhibits alongside draft contracts, so they can review terms in context.