Client Onboarding for M&A Analysts with Intralinks
The Problem
Onboarding a new Transaction Advisory client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.
What We Build in Intralinks
AI drafts the engagement letter, generates a tailored document-request list for the client's Transaction Advisory profile, chases missing items across email and Datasite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Intralinks — uses the native API or agent integration so nothing leaves the system of record.
Intralinks Integration Approach
Audit your Intralinks configuration
We map the specific Intralinks objects, custom fields, and workflows the automation needs to touch for your transaction advisory practice.
Build on the Intralinks API or agent
Integration happens inside Intralinks — 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 Intralinks with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Intralinks instance
30-minute call. We'll look at your actual Intralinks setup and show exactly how this workflow fits.