8 workflow automations purpose-built on top of DocuSign CLM — no data leaves your system, no parallel tool for your team to learn.
AI redlines against the firm's playbook in Ironclad, 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 DocuSign CLM — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into Ironclad, 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 DocuSign CLM — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Ironclad, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running DocuSign CLM — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Ironclad. Purpose-built for teams running DocuSign CLM — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across Ironclad and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running DocuSign CLM — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and Ironclad, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running DocuSign CLM — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in Ironclad, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running DocuSign CLM — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into Ironclad, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running DocuSign CLM — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of DocuSign CLM for any repetitive process. Tell us what you'd automate.
