Workflows

12 templates · 4 running · 3 exceptions

Document Intake & Filing
96%

Email/upload → classify → extract → file to DMS

6 min
avg
214
runs/mo
3
exceptions
Signature Routing
98%

Prep → route → track → file executed

1.4 days
avg
82
runs/mo
1
exceptions
LP Consent Collection
100%

Distribute LPAC package → track responses → calculate threshold

9 days
avg
11
runs/mo
0
exceptions
MFN Election Management
100%

Identify eligible LPs → package → track → update obligations

18 days
avg
4
runs/mo
0
exceptions
GP Carry Document Generation
100%

Import allocations → generate → route batch → file

3 days
avg
2
runs/mo
0
exceptions
LP Subscription Processing
94%

Collect subs → validate → countersign → file

5 days
avg
47
runs/mo
3
exceptions
DDQ Response Management
92%

Detect Qs → match library → assign → export

4 days
avg
12
runs/mo
1
exceptions
Regulatory Filing Preparation
100%

Workspace → collect data → validate → submit

12 days
avg
6
runs/mo
0
exceptions
Restricted List Lifecycle
100%

MNPI event → add → monitor → remove w/ approval

45 days
avg
22
runs/mo
0
exceptions
Contract Review
88%

Ingest → playbook → redline → escalate → sign

3 days
avg
68
runs/mo
8
exceptions
Side-Letter Exclusion Search
100%

Search side letters for a provision → summarize

12 min
avg
34
runs/mo
0
exceptions
Compliance Alert Investigation
91%

Alert → gather evidence → recommend → close

2 days
avg
129
runs/mo
6
exceptions