Signed originals exist in one copy. The agent builds and maintains the record of where each one sits, so your records team can find any of them quickly.
A trusts and estates practice may hold original wills, trusts and powers of attorney for decades, often across more than one location. The documents sit in fireproof cabinets, offsite storage or a vault room, and the only record of where each one lives may be a binder, a spreadsheet and one long-serving employee's memory.
This agent builds the catalog and keeps it honest. It drafts a record for each original from your file data, assigns the location code your firm prefers, logs every check-out and return that your staff enter, and compares the log with the shelf during a reconciliation pass. Fields it cannot fill stay marked as unknown rather than guessed.
The records team owns the vault. The agent flags mismatches, missing scans and approaching retention dates, but only a person releases an original, decides what a retention period means for a file, or closes a gap in the record.
Staff scan each original, and the agent reads the document details into a draft record that the records manager corrects.
Each original gets a location code. A person enters every movement, and the agent updates the log and the catalog from those entries.
On a schedule your firm sets, the agent builds a count sheet, a person walks the shelf, and the agent lists every difference for the records manager.
The firm has three cabinets of original wills gathered over thirty years, with a card index that stops halfway through. The agent builds records as staff scan, and shows the records manager which cards have no matching envelope and which envelopes have no card.
An attorney asks for a signed original for a court appearance. The agent prepares the check-out entry, the receipt text and a reminder that the document is out. The records manager hands it over, and the return is logged when it comes back to the vault.
A client asks for the original documents back. The agent drafts a release form listing each item in the record and a transmittal letter, and the attorney reviews both before any original leaves the firm.
Once a year the records manager wants proof that the vault matches the catalog. The agent prepares a count sheet in shelf order, then turns the walk-through results into a short list of differences for follow-up.
No. It works on records only. A person handles every physical document, and the agent updates the catalog from what staff enter.
Whoever your firm names. The agent can prepare a release form, but a person with authority signs it, and your attorney decides whether a given request should be honored.
From the policy your firm provides. The agent shows the date its rule produces, labeled for review, and a person confirms or changes it. We do not decide how long a document should be kept.
Search by client file number, document type, signing year or location code, and the record shows its status and the last movement in the log. The records manager still goes to the shelf to confirm.
Every entry carries the name of the person who made it and the time. The agent records its own draft changes separately, so a reviewer can see which lines came from staff and which came from the agent.
In your own document system, under the access controls your firm already runs. The agent works within those permissions, and PRESWERX signs the confidentiality terms you require.
That is the usual starting point. The agent marks unknown fields as unknown instead of guessing, and gives the records manager a worklist so the gaps get filled one cabinet at a time.