AI-Agents for Paralegals in Handoffs working with Zoom
Pass on decisions, carry revision notes, open supplier setup. 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 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
