# AI Automation for Securities & Capital Markets

> 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.

- **Industry:** Legal
- **Primary role:** [Securities Attorney](https://calish.com/workflows/for/securities-attorney/)
- **Canonical URL:** https://calish.com/workflows/specialty/securities-and-capital-markets/

## The Securities & Capital Markets Stack

- [Workiva](https://calish.com/workflows/tool/workiva/)
- [Donnelley Venue](https://calish.com/workflows/tool/donnelley-venue/)
- [iManage](https://calish.com/workflows/tool/imanage/)
- [Bloomberg Law](https://calish.com/workflows/tool/bloomberg-law/)
- [EDGAR](https://calish.com/workflows/tool/edgar/)

## Workflows for Securities & Capital Markets

- [Demand Package Drafting for Securities Attorneys](https://calish.com/workflows/demand-package-drafting-for-securities-attorney/) — AI drafts the demand from the matter file in Workiva, including medical chronology, damages calc, and liability narrative — associate refine
- [Closing Checklist & Disclosure Packet for Securities Attorneys](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-securities-attorney/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s
- [Employment Handbook & Policy Updates for Securities Attorneys](https://calish.com/workflows/employment-handbook-and-policy-updates-for-securities-attorney/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Workiva, drafts redlines, and routes to t
- [Bankruptcy Schedule & Means Test for Securities Attorneys](https://calish.com/workflows/bankruptcy-schedule-and-means-test-for-securities-attorney/) — AI ingests client documents into Workiva, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matr
- [Client Intake & Conflict Screening for Securities Attorneys](https://calish.com/workflows/client-intake-and-conflict-screening-for-securities-attorney/) — AI runs the conflict check against Workiva, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time 
- [Deposition Summary Generation for Securities Attorneys](https://calish.com/workflows/deposition-summary-generation-for-securities-attorney/) — AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnes
- [Discovery Document Review for Securities Attorneys](https://calish.com/workflows/discovery-document-review-for-securities-attorney/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Workiva, leaving associates to review only the 15% that actu
- [Legal Research & Brief Drafting for Securities Attorneys](https://calish.com/workflows/legal-research-and-brief-drafting-for-securities-attorney/) — AI drafts the research memo against the firm's prior work product, pulls current authority from Workiva, and produces a cite-checked first d

## Tool Comparisons

- [Workiva vs Donnelley Venue for Securities Attorneys](https://calish.com/workflows/compare/workiva-vs-donnelley-venue-for-securities-attorney/)
- [Workiva vs iManage for Securities Attorneys](https://calish.com/workflows/compare/workiva-vs-imanage-for-securities-attorney/)
- [Workiva vs Bloomberg Law for Securities Attorneys](https://calish.com/workflows/compare/workiva-vs-bloomberg-law-for-securities-attorney/)
- [Workiva vs EDGAR for Securities Attorneys](https://calish.com/workflows/compare/workiva-vs-edgar-for-securities-attorney/)
- [Donnelley Venue vs iManage for Securities Attorneys](https://calish.com/workflows/compare/donnelley-venue-vs-imanage-for-securities-attorney/)
- [Donnelley Venue vs Bloomberg Law for Securities Attorneys](https://calish.com/workflows/compare/donnelley-venue-vs-bloomberg-law-for-securities-attorney/)
- [Donnelley Venue vs EDGAR for Securities Attorneys](https://calish.com/workflows/compare/donnelley-venue-vs-edgar-for-securities-attorney/)
- [iManage vs Bloomberg Law for Securities Attorneys](https://calish.com/workflows/compare/imanage-vs-bloomberg-law-for-securities-attorney/)
- [iManage vs EDGAR for Securities Attorneys](https://calish.com/workflows/compare/imanage-vs-edgar-for-securities-attorney/)
- [Bloomberg Law vs EDGAR for Securities Attorneys](https://calish.com/workflows/compare/bloomberg-law-vs-edgar-for-securities-attorney/)

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