19 workflow automations purpose-built on top of WealthCounsel — no data leaves your system, no parallel tool for your team to learn.
AI tracks every asset and beneficiary in WealthCounsel, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against WealthCounsel, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the research memo against the firm's prior work product, pulls current authority from WealthCounsel, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in WealthCounsel, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in WealthCounsel on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in WealthCounsel, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across WealthCounsel and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into WealthCounsel, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in EstateExec, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in EstateExec, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in EstateExec, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across EstateExec and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in WealthCounsel, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI pre-screens deals against the fund's thesis in WealthCounsel, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from WealthCounsel, Interactive Legal, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of WealthCounsel for any repetitive process. Tell us what you'd automate.
