AI-Agents for Client Services in Document Filing working with Microsoft Exchange
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Request Renewal Signatures
Send approved client renewals and confirm the invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
Works with
26 tools
26 tools
Save Email and Attachments
File client exchanges with attachments and share the folder link.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Works with
6 tools
6 tools
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