Custom AI workflows built specifically for securities & capital markets: deep integrations with the Workiva stack, legal-grade privacy, and workflows that pay back in weeks, not years.
AI redlines against the firm's playbook in Workiva, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time.
AI classifies the RFE, pulls the matter file from Workiva, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Workiva.
AI monitors deadlines across Workiva and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations.
AI runs the search across USPTO, EPO, and Workiva, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump.
AI tracks every asset and beneficiary in Workiva, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years.
AI requests records via HITECH, ingests them into Workiva, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks.
AI drafts the demand from the matter file in Workiva, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero.
The workflows above are starting points. Every securities & capital markets operation runs differently — we build what you actually need.
