10 workflow automations purpose-built on top of DocuSign — 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 DocuSign — 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 DocuSign — 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 DocuSign — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against Qualia, 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 DocuSign — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running DocuSign — 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 Qualia, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running DocuSign — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in Qualia, 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 — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the tour package from Juniper Square, InvestNext, and the firm's brand template, and adapts the narrative per prospect — tour packages ready in an hour, not a day. Purpose-built for teams running DocuSign — uses the native API or agent integration so nothing leaves the system of record.
AI builds targeted prospect lists from Juniper Square, drafts personalized outreach per prospect, logs replies in the CRM, and queues follow-up — broker runs a full pipeline with half the SDR headcount. Purpose-built for teams running DocuSign — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the draw package from Juniper Square, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule. Purpose-built for teams running DocuSign — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of DocuSign for any repetitive process. Tell us what you'd automate.
