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Assemble matter PDFs in order and link the packet on the case.
Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.
Transcribe words in linked case images for review.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
Check 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.
Prepare case data for attorney review and list excluded records.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.