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AI-Agents for Case Management in Request Intake working with Microsoft Office 365

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

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 with7 tools
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 with5 tools
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