# Client Questionnaire Intake & Translation for Securities Attorneys with Workiva

> AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Workiva. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Workiva](https://calish.com/workflows/tool/workiva/)
- **Role:** [Securities Attorney](https://calish.com/workflows/for/securities-attorney/)
- **Specialty:** Securities & Capital Markets
- **Category:** Data Entry & Processing
- **Canonical URL:** https://calish.com/workflows/with/client-questionnaire-intake-and-translation-for-securities-attorney-with-workiva/

## The Problem

Securities & Capital Markets intake questionnaires come back incomplete, in three languages, with mismatched dates and missing employer details — the paralegal spends the day cleaning them up.

## What We Build in Workiva

AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Workiva. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.

## Workiva Integration Approach

1. **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.
2. **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.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Workiva with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Questionnaire Intake & Translation for Securities Attorneys](https://calish.com/workflows/client-questionnaire-intake-and-translation-for-securities-attorney/)
- AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Workiva.

## Other Workiva Automations

- [Audit PBC List Management for Internal Audit Managers](https://calish.com/workflows/with/audit-pbc-list-management-for-internal-audit-manager-with-workiva/)
- [Transaction Anomaly & Fraud Flagging for Internal Audit Managers](https://calish.com/workflows/with/transaction-anomaly-and-fraud-flagging-for-internal-audit-manager-with-workiva/)
- [Month-End Close Checklist for Internal Audit Managers](https://calish.com/workflows/with/month-end-close-checklist-for-internal-audit-manager-with-workiva/)
- [Expense Report Processing for Internal Audit Managers](https://calish.com/workflows/with/expense-report-processing-for-internal-audit-manager-with-workiva/)
- [Multi-State Sales Tax Filing for Internal Audit Managers](https://calish.com/workflows/with/multi-state-sales-tax-filing-for-internal-audit-manager-with-workiva/)
- [1099 & Contractor Reporting for Internal Audit Managers](https://calish.com/workflows/with/1099-and-contractor-reporting-for-internal-audit-manager-with-workiva/)
- [Management Reporting Package for Internal Audit Managers](https://calish.com/workflows/with/management-reporting-package-for-internal-audit-manager-with-workiva/)
- [Budget vs. Actuals Review for Internal Audit Managers](https://calish.com/workflows/with/budget-vs-actuals-review-for-internal-audit-manager-with-workiva/)

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