Document Request Agent
Chases outstanding documents from clients with escalating reminders so the matter doesn't stall because of a missing file — continuously, in your systems, in your tone.
Document Request Agent
Chases outstanding documents from clients with escalating reminders so the matter doesn't stall because of a missing file.
Ops & Reporting
The problem
What this agent takes off your plate
In legal practice, chases outstanding documents from clients with escalating reminders so the matter doesn't stall because of a missing file — but doing it manually does not scale. Document Request is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
- Chases outstanding documents from clients with escalating reminders so the matter doesn't stall because of a missing file.
- Documents handled automatically against your rules
- Collection handled automatically against your rules
- Runs inside Ops & Reporting — writes back to the tools you already use
How it works
From request to complete file
Document Request connects to Documents, Collection, Clio and your ops & reporting stack. It reads your rules, brand voice and live data — then chases outstanding documents from clients with escalating reminders so the matter doesn't stall because of a missing file. Exceptions land with your team; everything else runs without another dashboard to check.
Why this agent
Chases outstanding documents from clients with escalating reminders so the matter doesn't stall because of a missing file.
Outcomes
- Document Request runs without manual handoffs
- Law firms and spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
