Let AI Do The Work,
Done Right
Stop managing workflows and start completing them. Sterling autonomously executes tasks like client follow-ups, eligibility analysis, and opportunity tracking.
100 free credits • No credit card required
AI Task Engine Active
3 tasks executing now
Client Follow-up: Johnson Household
AI analyzed meeting notes and drafted personalized tax-loss harvesting email
Eligibility Analysis: Smith Retirement
AI checking Backdoor Roth IRA eligibility across 47 planning strategies
Opportunity Tracking: Brown Estate
AI identified estate tax exemption changes requiring client outreach
AI Intelligence That Actually Completes Work
Beyond simple automation, Sterling understands context, makes decisions, and executes tasks autonomously
Contextual Understanding
AI reads complete client history, facts, and circumstances before taking action
Smart Decision Making
Handles complex eligibility rules, edge cases, and exceptions autonomously
Personalized Execution
Every task is tailored to the specific client's unique financial situation
Multi-Step Completion
Executes entire workflows end-to-end without human intervention
Quality Assurance
Built-in validation and error checking before executing any action
Learn & Improve
AI performance gets better with each execution based on your feedback
Watch AI Complete Tasks In Real-Time
Sterling doesn't just follow instructions—it analyzes and executes with intelligence
AI Task Execution
Live execution trace
Analyzing client: Johnson Household
Retrieved 143 facts, 4 recent meetings, 12 active accounts
0.8s
Checking eligibility: Backdoor Roth IRA
Validated income limits, contribution space, pro-rata rules
1.2s
Generating follow-up: Tax-loss harvesting
Drafting personalized email with portfolio analysis
Running...
Creating task: Schedule Q4 planning
Will add to CRM with deadline and meeting invite
Queued
Hours Back Every Week
AI completes tasks that would take you 10-15 minutes each, running 24/7 in the background
Workspace-Powered Intelligence
AI works inside rich workspaces with full client context, uploaded files, and strategic guidance
Never Miss Opportunities
Proactive client outreach happens automatically when AI detects planning opportunities
Scale Without Hiring
Handle 2x more clients with your existing team
Focus on Advice
Spend your time on high-value advisory work while AI handles data analysis and follow-ups
Intelligent Workspaces
Sterling doesn't execute tasks blindly, but rather operates within rich workspaces that provide complete client context, guidance, and necessary resources
Draft AB Trust strategy document to provide to client
Step of: AB Trust Strategy
Net Worth Summary
Total Combined Net Worth: $7,850,000
- • Real Estate: $2,400,000 (Primary residence: $1.8M, Vacation property: $600K)
- • Investment Accounts: $3,200,000 (Joint brokerage accounts, taxable)
- • Retirement Accounts: $1,500,000 (John's 401(k): $900K, Jane's IRA: $600K)
- • Business Interest: $650,000 (Sterling Consulting LLC - 100% ownership)
- • Other Assets: $100,000 (Cash, vehicles, personal property)
Estate Tax Analysis
Washington State Estate Tax Exposure
Combined estate ($7.85M) exceeds WA exemption of $3M per person. Estimated WA estate tax liability: ~$750,000 upon second death if no planning.
Federal Estate Tax Status
Combined estate ($7.85M) is well below federal exemption of $13.99M per person. No federal estate tax concern under current law.
Key Planning Considerations:
- • Business valuation may require discount analysis for lack of marketability
- • Real estate basis step-up planning for appreciated vacation property
- • Liquidity analysis needed - estate may require asset sales to cover WA tax
- • Consider charitable remainder trust for highly appreciated investment accounts
AB Trust Strategy Recommendation
An AB Trust (bypass/credit shelter trust) structure will maximize use of both WA exemptions and provide:
- • Protection of first spouse's exemption amount from being "wasted"
- • Asset growth in B Trust (bypass) outside surviving spouse's taxable estate
- • Flexibility for surviving spouse to access B Trust funds if needed
- • Estimated tax savings: $400K-$600K depending on appreciation and timing
Guidance
Pinned Guidance
Verify current exemptions (Federal & State)
Calculate Federal estate tax
Calculate State estate tax
Address liquidity needs
Build in flexibility
AI Has Full Workspace Access
When AI executes a task, it can access all workspace information (notes, uploaded files, guidance checklists), to make intelligent decisions based on complete context.
Context Makes AI Smarter
Workspaces give AI the same information a human would need to complete a task. This context-awareness is what separates Sterling from simple automation tools.
Reads Client Context
AI analyzes all notes and client information before taking any action, ensuring personalized execution
Example: Before drafting an email, AI reviews recent meeting notes and client preferences
Accesses Uploaded Files
AI can read tax returns, statements, and documents uploaded to the workspace for data extraction
Example: Pulls specific numbers from uploaded forms to complete analysis tasks
Follows Guidance Checklists
AI validates its work against pinned guidance to ensure all requirements are met
Example: Checks off each step in the estate planning checklist as it completes them
Updates Workspace Status
As AI completes work, it updates the workspace with results, findings, and next steps
Example: Adds summary of eligibility analysis to Notes tab for advisor review
Human-in-the-Loop
Advisors can review AI work directly in the workspace before it's finalized. Check calculations, edit drafts, and approve recommendations.
How AI Executes Tasks in Workspaces
Load Context
AI reads all workspace tabs and client data
Analyze & Plan
AI determines best approach based on guidance
Execute Task
AI completes the work using workspace resources
Update & Notify
AI adds results to workspace and alerts advisor
Seamless Integration With Your Workflow
Task automations work across all Sterling features, triggered by any event
Trigger Event
Meeting, date, document, or CRM change
AI Analysis
Reads context and determines action
Task Execution
AI completes work autonomously
CRM Update
Results synced automatically
Triggered by Anything
Calendar dates, client events, meeting outcomes, document uploads, fact changes, or manual triggers
Integrates with All Features
Works seamlessly with CRM, Workflows, Advice Engine, Fact Extraction, AI Email, and Document Storage
Human Oversight Optional
Review and approve tasks before execution, or let AI run autonomously based on your preferences
Pay Per Task Execution
0.3 credits per intelligent task completion
Start with 100 free credits
Execute 333 intelligent tasks completely free
Assumes 100% of free credits spent on task automations • Credits never expire
Every Task Execution Includes:
AI Analysis
Complete client context review before action
Smart Decision Making
Handles complexity and edge cases
Personalized Execution
Tailored to each client's situation
Automatic CRM Updates
Results synced immediately
Quality Validation
Built-in error checking and verification
Human Oversight
Optional review before execution
Execute 100 intelligent tasks for $30
Save 10+ hours per month at a fraction of your hourly rate. AI handles client follow-ups, eligibility analysis, and opportunity tracking that would otherwise take 10-15 minutes each.
Average task saves 12 minutes of manual work, equating to 20+ hours saved per 100 executions
How It Works
Three simple steps to let AI complete your work autonomously
Set Up Triggers
Choose what activates the automation. This can be meeting outcomes, calendar dates, client events, document uploads, or manual triggers
AI Analyzes & Executes
Sterling reads complete client context, makes intelligent decisions, and completes the task end-to-end
Verify Results
Review completed tasks in your CRM dashboard, or configure AI to run fully autonomously based on your preferences