Firm & DMS · Sendungen
Actions on a delivery: selection, AI level, move, assistant
Enlarge imageThe checkbox in front of the delivery row selects all its files; single files can be deselected again. The row menu then offers to set the unselected files to “On request only” or to lock them for the AI, and to move the selected ones to another case or hand them to the assistant. This lets you take documents that add nothing to the matter out of the summary and save quota. Before moving, locking or deleting, the platform names the consequences; nothing is analyzed unless you explicitly allow it. Only the person who imported the delivery can change it.
To the feature: Mailroom →To the feature: DMS & case cockpit →Watch the video →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
