AI-Agents for Records Management working with Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

File Signed Agreements

Keep 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.

Works with7 tools
Send Duplicate File Report

Report 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.

Works with24 tools
Convert Image to Text

Make 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.

Works with11 tools
Convert Images to Text

Make 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.

Works with4 tools
Convert Images to Text

Turn 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.

Works with
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 with5 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
File Signed Formation Agreements

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.

Works with
File Signing Evidence

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.

Works with8 tools
Find Shared Files

Find 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.

Works with10 tools
File Signed Agreements

Move 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.

Works with5 tools
Find Duplicate Files

Flag 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.

Works with
1–12 of 15