AI-Agents for Records Managers
Agents help Records Managers keep correspondence complete and ready to find.
Preserve each marked email with its original attachments in one folder.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsKeep signed agreements beside their signing records.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsEmail the owner a record of kept and trashed files after each review.
Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.
24 toolsFind the archived meeting transcript and email it to its organizer.
Get your past meeting transcript by email, without searching recordings or guessing which meeting it belongs to.
6 toolsCheck every flagged email attachment against the archive and report gaps.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsPreserve original filenames while archiving old email attachments.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 toolsTranscribe scanned correspondence and identify unreadable passages.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
5 toolsPost text from linked record images for review.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
11 toolsCollect scanned record text with links back to source images.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
4 toolsKeep scanned records in order in one review document.
Your reviewer gets an editable document with text in page order, labeled by image filename and marked where the print is unclear.
File each signed agreement and its certificate under one matter.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
5 toolsKeep signed company agreements and signing certificates together.
Your signed operating or partnership agreement stays with the right company, alongside its signing certificate and links for the owner.
