AI-Agents for Paralegals in Document Filing working with Zoom
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
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.
6 toolsTranscribe recorded case interviews and flag unclear speech.
Get an editable transcript back in the same email thread. Review speaker turns and unclear speech at marked times.
8 toolsPlace 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 toolsAssemble case documents in order and message the combined PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 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 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
