32 workflow automations purpose-built on top of Intralinks — no data leaves your system, no parallel tool for your team to learn.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI monitors Datasite transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI reconciles each line of the return against source docs in Datasite and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized status replies from the live matter state in Datasite, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI matches bank and card feeds to Datasite entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using Transaction Advisory patterns, routes approvals, and sends payment files to Datasite — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Datasite, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in iManage, 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 Intralinks — 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 iManage 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 Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into iManage, 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 Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from iManage, 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 Intralinks — 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 iManage. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI pre-screens deals against the fund's thesis in PitchBook, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running Intralinks — 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 Intralinks — 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 Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI ingests each document into PitchBook, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI reads the conditions, identifies what each condition needs, pulls it from PitchBook or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI pre-screens deals against the fund's thesis in Datasite, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running Intralinks — 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 Intralinks — 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 Intralinks — 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 Datasite, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from Datasite, Intralinks, 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 Intralinks — 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 Intralinks — 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 Datasite data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI ingests target company docs into DealCloud, organizes them per standard data-room structure, redacts sensitive content, and drafts the diligence Q&A index — data room ready in days, not weeks. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI drafts each LOI round against firm playbook in DealCloud, summarizes what changed, flags non-standard terms, and tracks the negotiation timeline — round-trip time drops to hours. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI qualifies inbound buyers from DealCloud per the seller's profile, sends NDAs, manages CIM access, and surfaces serious buyers to the broker — broker focuses on negotiation, not gatekeeping. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI generates the per-search status report from DealCloud pipeline data, drafts the personalized update to each client, and flags searches that need partner attention — clients stay engaged and partners stay in the work. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI generates per-property statements from DealCloud, applies expense allocations, calculates owner distributions, and publishes to the owner portal — owner statements go out on day 5. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI orchestrates vendor schedules across the property portfolio in DealCloud, dispatches based on owner schedule and weather, and tracks completion — properties stay in white-glove condition with less PM time. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
AI sources options from DealCloud and Avinode marketplace, normalizes pricing including repositioning + fuel, and produces 3–5 client-ready proposals — quote turnaround drops from hours to minutes. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
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