Client Meeting Prep Pack for Estate Planners with Interactive Legal
The Problem
Prepping for a Estate Planning Advisory client review means pulling performance, allocations, tax posture, and life updates from 5 systems — and the advisor does it the night before.
What We Build in Interactive Legal
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.
Interactive Legal Integration Approach
Audit your Interactive Legal configuration
We map the specific Interactive Legal objects, custom fields, and workflows the automation needs to touch for your estate planning advisory practice.
Build on the Interactive Legal API or agent
Integration happens inside Interactive Legal — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Interactive Legal with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Interactive Legal instance
30-minute call. We'll look at your actual Interactive Legal setup and show exactly how this workflow fits.