# AI Automation for GEMS

> 8 workflow automations purpose-built on top of GEMS — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/gems/
- **Automation count:** 8
- **Roles:** Estate Tax Specialist

## Automations

- [Financial Due Diligence Prep for Estate Tax Specialists](https://calish.com/workflows/with/financial-due-diligence-prep-for-estate-tax-specialist-with-gems/) — AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book —
- [13-Week Cash Flow Forecast for Estate Tax Specialists](https://calish.com/workflows/with/13-week-cash-flow-forecast-for-estate-tax-specialist-with-gems/) — AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recomm
- [Operating KPI Dashboard for Estate Tax Specialists](https://calish.com/workflows/with/operating-kpi-dashboard-for-estate-tax-specialist-with-gems/) — AI pipes KPIs from Lacerte and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summar
- [Time Entry & WIP Capture for Estate Tax Specialists](https://calish.com/workflows/with/time-entry-and-wip-capture-for-estate-tax-specialist-with-gems/) — AI watches calendar, email, and Lacerte activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate
- [Client Onboarding for Estate Tax Specialists](https://calish.com/workflows/with/client-onboarding-for-estate-tax-specialist-with-gems/) — AI drafts the engagement letter, generates a tailored document-request list for the client's Estate & Gift Tax profile, chases missing items
- [Tax Document Gathering for Estate Tax Specialists](https://calish.com/workflows/with/tax-document-gathering-for-estate-tax-specialist-with-gems/) — AI monitors Lacerte and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends
- [Tax Return Review for Estate Tax Specialists](https://calish.com/workflows/with/tax-return-review-for-estate-tax-specialist-with-gems/) — AI reconciles each line of the return against source docs in Lacerte and the prior year, explains variances over 5%, and produces a review w
- [Client Status Communication for Estate Tax Specialists](https://calish.com/workflows/with/client-status-communication-for-estate-tax-specialist-with-gems/) — AI drafts personalized status replies from the live matter state in Lacerte, surfaces anything the client is blocking, and escalates tax-sen

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