# Deal Sourcing & Screening for Estate Planners with Interactive Legal

> AI pre-screens deals against the fund's thesis in WealthCounsel, 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 Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Interactive Legal](https://calish.com/workflows/tool/interactive-legal/)
- **Role:** [Estate Planner](https://calish.com/workflows/for/estate-planner/)
- **Specialty:** Estate Planning Advisory
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/deal-sourcing-and-screening-for-estate-planner-with-interactive-legal/

## The Problem

Estate Planning Advisory associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.

## What We Build in Interactive Legal

AI pre-screens deals against the fund's thesis in WealthCounsel, 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 Interactive Legal — uses the native API or agent integration so nothing leaves the system of record.

## Interactive Legal Integration Approach

1. **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.
2. **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.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Interactive Legal with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Deal Sourcing & Screening for Estate Planners](https://calish.com/workflows/deal-sourcing-and-screening-for-estate-planner/)
- AI pre-screens deals against the fund's thesis in WealthCounsel, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

## Other Interactive Legal Automations

- [Estate Distribution & Beneficiary Tracking for Estate Planning Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-estate-planning-attorney-with-interactive-legal/)
- [Client Intake & Conflict Screening for Estate Planning Attorneys](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-estate-planning-attorney-with-interactive-legal/)
- [Legal Research & Brief Drafting for Estate Planning Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-estate-planning-attorney-with-interactive-legal/)
- [Contract Review & Redlining for Estate Planning Attorneys](https://calish.com/workflows/with/contract-review-and-redlining-for-estate-planning-attorney-with-interactive-legal/)
- [Client Case Status Updates for Estate Planning Attorneys](https://calish.com/workflows/with/client-case-status-updates-for-estate-planning-attorney-with-interactive-legal/)
- [Billing Narrative Cleanup for Estate Planning Attorneys](https://calish.com/workflows/with/billing-narrative-cleanup-for-estate-planning-attorney-with-interactive-legal/)
- [Court Deadline & Docket Tracking for Estate Planning Attorneys](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-estate-planning-attorney-with-interactive-legal/)
- [Visa Petition Package Assembly for Estate Planning Attorneys](https://calish.com/workflows/with/visa-petition-package-assembly-for-estate-planning-attorney-with-interactive-legal/)

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