15 workflow automations purpose-built on top of Interactive Legal — no data leaves your system, no parallel tool for your team to learn.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into WealthCounsel. Purpose-built for teams running Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across WealthCounsel and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and WealthCounsel, 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 Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
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 Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into WealthCounsel, 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 Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in WealthCounsel, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in WealthCounsel, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Interactive Legal — 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 Interactive Legal — 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 Interactive Legal — 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 Interactive Legal — 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 Interactive Legal — 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 Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
AI drafts firm-level commentary and personalizes per-client paragraphs from WealthCounsel data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too. Purpose-built for teams running Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Interactive Legal for any repetitive process. Tell us what you'd automate.
