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