Closing Checklist & Disclosure Packet for Estate Planning Attorneys with Interactive Legal
The Problem
Every Trusts & Estates deal closing runs on a 60-item checklist spread across WealthCounsel, email, and the title company — and a single missing disclosure can blow up the close.
What We Build in Interactive Legal
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.
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 trusts & estates 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.