# Third-Party Document Request Coordination — Professional Services AI agent | Mihu AI

Professional Services · Documents

# Third-Party Document Request Coordination

Coordinate the logistics of responding to third-party document requests within deadlines.

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

Tracks the response deadline for any third-party document request received on a matter, via the PMS.

Coordinates responsive documents with the client within the required timeframe.

Sends reminders as the deadline approaches, escalating urgency appropriately.

Never determines what is or isn't responsive/privileged — that's the professional's determination.

## Data sources

Practice management deadline tracking Document request details

## What it targets

Responses coordinated within the required deadline Target 95%