8 workflow automations purpose-built on top of EstateExec — no data leaves your system, no parallel tool for your team to learn.
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 EstateExec — 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 EstateExec — 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 EstateExec, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running EstateExec — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in EstateExec, 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 EstateExec — 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 EstateExec 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 EstateExec — 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 EstateExec — 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 EstateExec — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into EstateExec, 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 EstateExec — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of EstateExec for any repetitive process. Tell us what you'd automate.
