Bankruptcy Schedule & Means Test for Securities Attorneys with Workiva
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for Securities & Capital Markets clients who rarely bring complete records on day one.
What We Build in Workiva
AI ingests client documents into Workiva, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
Workiva Integration Approach
Audit your Workiva configuration
We map the specific Workiva objects, custom fields, and workflows the automation needs to touch for your securities & capital markets practice.
Build on the Workiva API or agent
Integration happens inside Workiva — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Workiva with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Workiva instance
30-minute call. We'll look at your actual Workiva setup and show exactly how this workflow fits.