AI-Agents for Records Management
Agents help Records Management teams keep correspondence ready to find.
Save full emails with attached files in one shared folder.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsKeep signed agreements and signing records together for retrieval.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsReport file dispositions and locations after each duplicate review.
Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.
24 toolsRetrieve archived meeting transcripts for organizers on request.
Get your past meeting transcript by email, without searching recordings or guessing which meeting it belongs to.
6 toolsArchive attachments from flagged correspondence and flag gaps.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsArchive old email attachments with their original filenames.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 toolsPut scanned correspondence into searchable text in its email thread.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
5 toolsMake text in linked record images available on review tasks.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
11 toolsMake scanned records searchable with links to their source images.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
4 toolsTurn numbered record images into ordered, labeled text.
Your reviewer gets an editable document with text in page order, labeled by image filename and marked where the print is unclear.
Keep signed agreements and certificates in final matter files.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
5 toolsStore the executed copy and signing proof under the correct matter.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
5 tools
