Update office records and flag missing information
How you could use an agent
Use an agent to pull details from forms and emails into the office database, check for missing fields, duplicates, and date or name mismatches, and draft a short list of records that need follow-up. It gives you cleaner files and saves time on routine recordkeeping.
Where you stay involved
You review the flagged records, decide what can be corrected from the source, enter or approve the final update, and handle anything that needs human judgment or a privacy-sensitive review.
