Stop Wasting Hours on Filing Updates
Instantly add new materials or create records—no more manual drudgery.
Manually updating or creating file records is tedious and error-prone. Every day, you lose time to repetitive clicks, endless folder navigation, and double-checking for mistakes.
The hidden cost
What this is really costing you
Adding new material to file records or creating new records is a constant interruption. Each request means searching for the right folder, updating indexes, and ensuring everything matches compliance standards. Small errors can lead to big headaches and lost documents.
Time wasted
1.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,610/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Continuing manually means wasted hours, higher risk of misfiling, and less time for more valuable work.
Return on investment
The math speaks for itself
Today — without agent
1.8 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,030/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Bulk Upload New Documents
You ask your agent to add a batch of scanned contracts to the appropriate client folders.
Create Records for New Clients
You ask your agent to set up new digital records for incoming clients, complete with all required fields.
Update Project Folders
You ask your agent to add new reports to ongoing project folders and update the index.
Organize Incoming Mail
You ask your agent to create records for incoming correspondence and file them under the correct categories.
How to hire your agent
Connect your tools
Link your document management, word processing, and electronic filing tools to the agent.
Tell your agent what you need
Type: 'Add these invoices to the Smith account folder and create a new record for the Johnson project.'
Agent gets it done
Your agent files the documents, creates new records as needed, and confirms everything is organized.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Add Documents to Existing Records
Quickly files new materials into the correct digital folders based on your instructions.
Create New File Records
Generates new digital records with all required metadata and organizes them in your system.
Index and Tag Materials
Applies consistent naming, tags, and indexing so files are always easy to find.
Verify and Confirm Filing
Double-checks that new files or records are correctly placed and confirms completion with you.
Summarize Filing Activity
Provides a summary of recent additions and new records for easy tracking.
AI Agent FAQ
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