# Client Intake & Conflict Screening for Securities Attorneys

> 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.

- **Role:** [Securities Attorney](https://calish.com/workflows/for/securities-attorney/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Securities & Capital Markets](https://calish.com/workflows/specialty/securities-and-capital-markets/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-securities-attorney/

## 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

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.

## Tools & Integrations

- Workiva
- Donnelley Venue
- iManage
- Email

## How It Works

1. **Discovery call.** We map your current client intake & conflict screening process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Workiva](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-securities-attorney-with-workiva/) — Client Intake & Conflict Screening built natively in Workiva
- [Donnelley Venue](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-securities-attorney-with-donnelley-venue/) — Client Intake & Conflict Screening built natively in Donnelley Venue
- [iManage](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-securities-attorney-with-imanage/) — Client Intake & Conflict Screening built natively in iManage

## Related Workflows

- [Demand Package Drafting for Securities Attorneys](https://calish.com/workflows/demand-package-drafting-for-securities-attorney/)
- [Closing Checklist & Disclosure Packet for Securities Attorneys](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-securities-attorney/)
- [Employment Handbook & Policy Updates for Securities Attorneys](https://calish.com/workflows/employment-handbook-and-policy-updates-for-securities-attorney/)
- [Bankruptcy Schedule & Means Test for Securities Attorneys](https://calish.com/workflows/bankruptcy-schedule-and-means-test-for-securities-attorney/)
- [Deposition Summary Generation for Securities Attorneys](https://calish.com/workflows/deposition-summary-generation-for-securities-attorney/)
- [Discovery Document Review for Securities Attorneys](https://calish.com/workflows/discovery-document-review-for-securities-attorney/)

---

Book a free 30-minute consultation: https://calish.com/contact