Discovery Document Review for Securities Attorneys with Workiva
The Problem
First-pass review of Securities & Capital Markets discovery docs in Workiva is billed at associate rates but commoditized — it's a margin-killer the client resents paying for.
What We Build in Workiva
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Workiva, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. 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.