AI-Agents for Records Managers in Document Filing
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
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 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 toolsFile 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.
Find missing signing records for archived agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
8 toolsKeep each signed agreement and its signing log in restricted records.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 tools
