AI-Agents for Case Management
Agents help Case Management teams keep client records ready for review.
Keep case emails and their attachments together for review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsAssemble case documents in the stated order for team handoff.
Your team gets a single PDF packet in the requested order, right in the handoff thread where the files were shared.
Combine case PDFs in order and put the packet link on the case.
Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.
7 toolsMatch completed signing envelopes to closed matters for final filing.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
5 toolsRecord sent signature requests on the right client cases.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsLink each sent signature request to the case and its approved PDF.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsKeep photographed page text with the right case for review.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
12 toolsExport complete case records and list cases that need correction.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.
Add complete client intake forms to the case tracking table.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.
5 tools
