AI-Agents for Document Filing in Consulting 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.
Send Agreement for Signature
Send approved engagement agreements for signature and update the consultant.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Works with
32 tools
32 tools
Save Email and Attachments
Keep client project emails with their attached files for later review.
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
Merge Report PDFs
Combine client report PDFs in the requested order and reply with a link.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
Works with
8 tools
8 tools
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