AI-Agents for Case Management in File Sharing
Share files, deliver transcripts, send review assets. Every one is ready to run, and you can adjust it in plain language.
Merge Handoff PDFs
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.
Works with
Merge Case PDFs
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.
Works with
7 tools
7 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
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