AI-Agents for Records Managers in Handoffs working with Google Contacts

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

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 with7 tools
File Signed Confidentiality Agreements

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
File Signed Formation Agreements

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
File Signing Evidence

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
File Signed Agreements

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
Find Duplicate Files

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.

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Find Duplicate Files

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
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