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LEDGEIN

AUTOMATION ENGINE

Automation your practice
can read line by line.

LEDGEIN automation is a deterministic engine, not an autonomous agent. You define the trigger, the conditions and the actions — LEDGEIN runs them consistently and records every execution.

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Automation rule

Deterministic

  1. WHEN

    A compliance deadline is approaching

  2. IF

    The client has an active service and required documents are outstanding

  3. THEN

    • Create the preparation task
    • Send a document request
    • Notify the responsible team member
TriggersConditionsActionsBranchingWaitsRetriesTemplatesExecution history

HOW IT WORKS

WHEN → IF → THEN

Every rule follows the same readable shape, so anyone in the practice can review what will happen before it happens.

  • WHEN

    A compliance deadline is approaching

    IF

    The client has an active service and required documents are outstanding

    THEN

    • · Create the preparation task
    • · Send a document request
    • · Notify the responsible team member

  • WHEN

    A requested document is received

    IF

    The upload matches an open request

    THEN

    • · Attach it to the client record
    • · Progress the workflow stage
    • · Clear the reminder

  • WHEN

    A regulatory impact is confirmed

    IF

    The affected client is in scope for the service

    THEN

    • · Prepare the practice action
    • · Add the important date
    • · Draft the client communication for review

  • WHEN

    An integration needs attention

    IF

    The connection has been unhealthy beyond the tolerance window

    THEN

    • · Raise an attention item
    • · Alert the responsible owner

CAPABILITIES

What the engine supports

  • Triggers

    Deadlines, document events, workflow changes, regulatory impacts and integration health.

  • Conditions

    Scope a rule to the clients, services and states where it should apply.

  • Branching

    Different paths for different outcomes, without duplicating whole rules.

  • Waits

    Hold a sequence until a date, a response or a state change occurs.

  • Retries

    Transient failures are retried under controlled limits rather than lost.

  • Execution history

    Every run, action and failure is recorded so behaviour can be audited.

WHY IT MATTERS

Consistency without losing control

  • The same job runs the same way

    Recurring engagements stop depending on who remembered which step.

  • Chasing happens automatically

    Document requests and reminders continue without a person tracking them.

  • Nothing acts unseen

    Rules are explicit and execution history shows exactly what ran and why.

  • Templates to start from

    Common practice patterns are available as templates you can adapt.

CONNECTED

Where automation plugs in

Let the routine work run itself.

See how LEDGEIN automation handles deadlines, document chasing and workflow progression.

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