AI-Agents for Paralegals in Audit Trail
File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Place signer fields on final matter agreements.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
8 toolsFile signed client agreements with their audit pages in client files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsKeep executed agreements and signing proof in closed matter files.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
5 toolsPut final confidentiality agreements on the right client matter.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
5 toolsFile each client's signed formation agreement with its signing proof.
Your signed operating or partnership agreement stays with the right company, alongside its signing certificate and links for the owner.
Add signing proof to executed client agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
8 toolsCheck the approved case document before sending it for signature.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsSend approved settlement PDFs for signature and return signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsSend approved matter agreements for signature and return signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 tools
