AI-Agents for Paralegals in Client Services
Agents help Paralegals keep case documents ready for review and follow-up.
Save Email and Attachments
File client emails with their attachments for case review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Works with
6 tools
6 tools
File Signed Agreements
File 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.
Works with
5 tools
5 tools
Send Signature Requests
Send 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.
Works with
5 tools
5 tools
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