AI-Agents for Claims in Document Filing
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Merge claim file pages in the requested order for each packet.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsKeep claim emails and their attachments together for file review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsArchive flagged claim attachments and surface missing files.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsArchive old claim attachments and report retrieval failures.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 toolsAssemble claim PDFs in order and share the finished file link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsSend approved claim agreements and update the case status.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend approved settlement agreements and record the request on the claim.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 tools
