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Active Cases

STOP
CHASING
DOCUMENTS.

The Document Agent tracks every outstanding item, follows up automatically, and only escalates to you when there's a real problem — with a full summary of what's missing and why it matters.

I own the follow-up. First reminder, second reminder, third reminder — then escalation.

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Zero

cases stalled from missing documents.

When the follow-up runs itself, nothing sits. Cases move. Clients feel the momentum.

What It Does

HOW THE DOCUMENT AGENT WORKS

Auto-Generated Document Bundles
When a case moves to a new stage, the agent automatically creates the full document checklist for that stage — populated with client and case data.
Tiered Follow-Up Sequence
Day 3, Day 7, Day 14 reminders go out automatically via email and SMS. Tone adjusts with each pass. No manual scheduling.
Smart Escalation
When a document is still missing after the full sequence, the agent escalates to the right person with a summary: what's missing, how long it's been out, and what it blocks.
Client Portal Integration
Outstanding documents are visible in the client portal with one-click upload — reducing friction on the client side.
Case Stage Blocking
Cases cannot advance past a stage with outstanding required documents. The agent enforces it so you don't have to.
Speed to Deploy
Design session. Build. QA. Launch. Most firms are live in 3 weeks.
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Common Connections for this Agent
ClioFilevineMyCaseDocketwiseLawmaticsSmokeballCase StatusHonaPandaDocMonday.comClickUpAsanaAirtableCalendlyGmailGoogle WorkspaceGoogle DriveGoogle CalendarTwilioMicrosoft 365Outlook
+ Any platform with an API or integration layer

I used to spend 45 minutes every morning just figuring out what was missing on each case. Now I get a single flagged list of actual problems — everything else just handles itself.

Angela R. — Family Law · Solo Practice

READY TO DEPLOY
THIS AGENT?

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