AI-Agents for Case Management in Duplicate Prevention
Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Save Email and Attachments
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.
Works with
6 tools
6 tools
Export Case CSV
Export 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.
Works with
Add Intake Submissions
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.
Works with
5 tools
5 tools
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