Legal teams use Agents to track contracts and coordinate reviews.
Create one ordered matter packet and link it to the client 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.
Send approved legal agreements to named signers and record each request link.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Request missing power of attorney forms before legal approval.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
Transcribe words in linked case images for team review.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
Bundle scanned case materials into a document for review.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
Convert scanned matter files into text for legal review.
Your reviewer gets an editable document with text in page order, labeled by image filename and marked where the print is unclear.
Put photographed case records into documents for legal review.
Get text from screenshots and photographed pages in a review document, with unclear passages marked for your team.
File executed agreements and signing evidence under the correct matter.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
File signed confidentiality agreements on verified client matters.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
File executed formation agreements under the right company entry.
Your signed operating or partnership agreement stays with the right company, alongside its signing certificate and links for the owner.
File audit trails beside executed legal agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
Flag changed terms and signing-authority questions for review.
Your contract manager gets a fresh approval review for changed terms, with the earlier decision linked and signing on hold.