AI-Agents for Legal Administrators in Request Intake working with monday.com
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Check authority files and request missing power of attorney forms.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
33 toolsBring 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.
6 toolsKeep 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.
8 toolsComplete contract exhibit packets before handing drafts to reviewers.
Your approvers see regional exhibits alongside draft contracts, so they can review terms in context.
