15 workflow automations purpose-built on top of Qualia — no data leaves your system, no parallel tool for your team to learn.
AI drafts personalized case-status updates from live matter state in Qualia 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 Qualia — 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 Qualia, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Qualia — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across Qualia 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 Qualia — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into Qualia, 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 Qualia — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Qualia, 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 Qualia — 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 Qualia. Purpose-built for teams running Qualia — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across Qualia and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Qualia — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and Qualia, 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 Qualia — uses the native API or agent integration so nothing leaves the system of record.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually. Purpose-built for teams running Qualia — uses the native API or agent integration so nothing leaves the system of record.
AI pre-screens deals against the fund's thesis in Qualia, 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 Qualia — 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 Qualia — 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 Qualia — 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 Qualia, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Qualia — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from Qualia, ResWare, 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 Qualia — 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 Qualia — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Qualia for any repetitive process. Tell us what you'd automate.
