AI-Agents for Records Managers in Claims

Agents help Records Managers keep correspondence complete and ready to find.

Save Email and Attachments

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.

Works with6 tools
Save Flagged Email Attachments

Check 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.

Works with5 tools
Archive Email Attachments

Preserve 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.

Works with5 tools
Extract Text From Scans

Transcribe 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.

Works with5 tools
Convert Image to Text

Post 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.

Works with11 tools
Convert Images to Text

Collect 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.

Works with4 tools
Convert Images to Text

Keep 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.

Works with
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