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AI-Agents for Case Management working with Microsoft Office 365

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 with6 tools
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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