Every one is ready to run, and you can adjust it in plain language.
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.
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.
File executed matter agreements and send both final links to the owner.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
Fill contract review sheets from newly filed agreements.
Your team gets a familiar contract summary sheet when an agreement enters your shared folder, with unclear terms flagged for review.