AI-Agents for Records Management in Document Filing 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.
File Signed Agreements
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.
Works with
5 tools
5 tools
File Signed Confidentiality Agreements
Store 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.
Works with5 tools
5 tools
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