AI-Agents for Case Management working with Zoom
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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.
6 toolsAssemble 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.
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.
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 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 toolsAdd 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.
5 tools
