# Client Meeting Prep Material Distribution — Professional Services AI agent | Mihu AI

Professional Services · Documents

# Client Meeting Prep Material Distribution

Send relevant prep materials ahead of client meetings.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Identifies the meeting's purpose and sends relevant prep materials ahead of time, pulled from the PMS.

Confirms review completion where relevant, following up if not.

Sends a reminder with logistics closer to the meeting.

Never drafts or comments on the substance of professional advice materials — distribution only.

## Data sources

Practice management meeting/matter data

## What it targets

Meetings with prep materials sent ahead of time Target 90%