# Contract Review & Redlining for Securities Attorneys with Workiva

> AI redlines against the firm's playbook in Workiva, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. 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:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/contract-review-and-redlining-for-securities-attorney-with-workiva/

## The Problem

Securities & Capital Markets contracts land in the inbox at volume — NDAs, MSAs, vendor agreements — and the partner has to choose between reviewing them and doing actual legal work.

## What We Build in Workiva

AI redlines against the firm's playbook in Workiva, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. 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

- [Contract Review & Redlining for Securities Attorneys](https://calish.com/workflows/contract-review-and-redlining-for-securities-attorney/)
- AI redlines against the firm's playbook in Workiva, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time.

## 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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