# Multi-Party Matter Communication Coordination — Professional Services AI agent | Mihu AI

Professional Services · Documents

# Multi-Party Matter Communication Coordination

Manage communication across multiple parties on the same matter consistently.

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 all parties who need to receive a given communication and their specific role/access level, via the PMS.

Distributes communications to the correct parties per the professional's instruction, never independently deciding distribution for anything sensitive.

Tracks acknowledgment/response by party.

Flags any party who hasn't responded within an expected timeframe.

## Data sources

Practice management party/matter role data

## What it targets

Multi-party communications distributed correctly Target 98%

Distribution errors (wrong party receiving sensitive information) Target 0