AI-Agents for Records Managers in Client Services
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 with
6 tools
6 tools
File Signed Agreements
Keep 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.
Works with
7 tools
7 tools
1–2 of 2
