Agents help Legal Assistants keep matter files complete and ready for handoff.
Assemble case PDFs in the specified page order for review.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
Copy scanned case papers into the email reply for attorney review.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
Join case PDFs in order and attach the packet to the task.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.