AI-Agents for Records Management
Agents help Records Management teams keep correspondence ready to find.
Keep signed agreements and signing evidence in each company's final files.
Your signed operating or partnership agreement stays with the right company, alongside its signing certificate and links for the owner.
Complete signed agreement files with matching evidence.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
8 toolsFind shared records by name or topic and report uncertain matches.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsMove signed agreements and logs into restricted final records.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
5 toolsFlag duplicate records and show where each copy sits.
Get a linked review list of exact copies across your shared folders, with extra files marked where they sit so you can decide what to keep.
Mark repeated records in submitted batches before review.
Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.
6 toolsFind exact copies of shared records and list those kept or trashed.
You can clear exact duplicate files from a shared folder and see what stayed, what went to trash, and what still needs your choice.
6 toolsPut reviewable text beside scanned records.
Your clipped images gain editable text on the same OneNote page, with uncertain words marked so your team knows what to check.
4 toolsPrepare case exports with approved fields and track excluded records.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.
