AI-Agents for Records Management in Duplicate Prevention
Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
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 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 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 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 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.
