Legal teams use Agents to track contracts and coordinate reviews.
Bring current matter files into the internal review packet.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Send approved case agreements for signature and log the request.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Send the final approved PDF to signers and link its request to the agreement.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
Send approved case agreements to signers and keep the link with the matter.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Track approved agreements through signature and retain the audit page.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Route approved agreements and share the first signer's request.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Send approved legal agreements to their designated signers.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Prepare approved contracts for the listed signers and record the send.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Add client follow-up files to the open matter review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
List missing contract files before legal review resumes.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Prepare fresh review of changed exhibits before a matter handoff.
Keep your contract review and approval process current when exhibits change. Your legal administrator gets a linked review before the handoff moves forward.
Open a fresh review for corrected filing packets linked to canceled decisions.
Get a fresh review request for a changed legal file, with the canceled decision linked and the handoff held for your legal administrator.