AI-Agents for Records Managers in Client Services working with Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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
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