Bankruptcy Schedule & Means Test for Securities Attorneys with Bloomberg Law
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 Bloomberg Law
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 Bloomberg Law — uses the native API or agent integration so nothing leaves the system of record.
Bloomberg Law Integration Approach
Audit your Bloomberg Law configuration
We map the specific Bloomberg Law objects, custom fields, and workflows the automation needs to touch for your securities & capital markets practice.
Build on the Bloomberg Law API or agent
Integration happens inside Bloomberg Law — 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 Bloomberg Law with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Bloomberg Law instance
30-minute call. We'll look at your actual Bloomberg Law setup and show exactly how this workflow fits.