AI-Agents for Case Management working with Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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 toolsMatch 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.
5 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 tools
