AI-Agents for Records Managers in Handoffs

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 with7 tools

Find 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.

Works with6 tools

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.

Works with5 tools

Keep 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.

Works with

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.

Works with8 tools

Keep 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.

Works with5 tools

List exact copies across record folders with links to originals.

Get a linked review list of exact copies across your shared folders, with extra files marked where they sit so you can decide what to keep.

Works with

Mark exact copies in incoming records before review.

Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.

Works with6 tools