Automations

Sterling is building toward a future where routine advisory work completes itself. Automations will transform workspaces into intelligent hubs that handle paperwork, coordinate signatures, and execute repetitive tasks, letting you focus on what matters most: advising your clients.

Document Attachments

Every task generates paperwork. Account applications, transfer forms, beneficiary designations, and custodial documents all need to live somewhere accessible. Document attachments will let you link files directly to the tasks that need them.

• Attach files to any task, step, or substep: Keep documents exactly where they're relevant
• Support for all file types: PDFs, images, spreadsheets, and more
• Version history: Track document revisions as forms are updated or corrected
• Custodian integration: Pull statements and forms directly from connected custodians
• Centralized access: Find every document related to a task in one place

No more searching through email threads or shared drives. When a task requires a form, you'll find it attached right there in the workspace.

E-Signature Integration

Collecting signatures is one of the most time-consuming parts of implementation. Sterling will integrate e-signature workflows directly into tasks, eliminating the need to switch between platforms.

• Send for signature from any task: Initiate signature requests without leaving Sterling
• Real-time status tracking: See exactly where each document stands in the signing process
• Automatic reminders: Sterling follows up with signers so you don't have to
• Completed document storage: Signed documents automatically attach to the task
• Multi-party coordination: Handle documents requiring multiple signatures with ease

From the moment you send a document to when the signed copy returns, every step will be visible in your task workspace.

Populate Custodial Forms

Sterling already knows your clients. Their names, addresses, account numbers, and financial details live in the household record. Form pre-fill will use this data to automatically populate custodial and account forms.

• Automatic data population: Client information flows into forms without manual entry
• Custodian-specific templates: Pre-configured forms for major custodians
• Smart field mapping: Sterling matches household data to the right form fields
• Review before sending: Always verify pre-filled data before submission
• Error reduction: Eliminate typos and transcription mistakes

What once took fifteen minutes of copying data between systems will happen in seconds. Review the pre-filled form, make any adjustments, and move on.

AI Task Completion

This is where automation becomes truly powerful. Sterling will be able to complete routine task steps autonomously, drafting communications, preparing paperwork, and executing standard procedures on your behalf.

• Draft client communications: Sterling writes emails and letters based on task context
• Prepare paperwork packages: Assemble all required documents for a process
• Execute standard procedures: Complete routine steps according to your firm's workflows
• Smart prioritization: Sterling identifies which tasks need attention first
• Human oversight: Review and approve AI-completed work before it goes out

Imagine opening Sterling to find your morning tasks already prepared: emails drafted, forms filled, and documents assembled. You review, approve, and move on to higher-value work.

Preparing for Automation

The work you do in Sterling today lays the foundation for tomorrow's automation. Every piece of context you add makes future automations smarter and more effective.

• Use workspaces: Add notes, guidance, and context to your tasks
• Build workflows: Create templates that capture your firm's best practices
• Maintain household data: Keep client information accurate and complete
• Structure your tasks: Break work into clear steps and substeps

As these automation capabilities roll out, the structured context in your workspaces will enable Sterling to assist more effectively. Start building that foundation now.