AI-Agents for Case Management in Handoffs working with monday.com
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
Match 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.
Works with
5 tools
5 tools
Request PDF Signatures
Link 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.
Works with
8 tools
8 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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