AI-Agents for Legal in Document Filing in Insurance working with Box
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Save emailed matter files in the archive under their original names.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
12 toolsKeep signed client agreements and audit pages in each client's final folder.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsSend 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.
10 toolsSend 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.
6 toolsSend 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.
8 toolsSend approved agreements to signers and confirm when sent.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 tools
