AI-Agents for Paralegals in Client Services working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
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
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