Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Archive flagged case attachments and report any missing files.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
Archive older matter attachments for the legal team.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
Export complete case details for review and flag missing information.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.