Client Intake & Conflict Screening for Securities Attorneys with Workiva
The Problem
Every new Securities & Capital Markets lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in Workiva
AI runs the conflict check against Workiva, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. 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.