AI-Agents for Case Management in Document Conversion
Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Assemble 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 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.
