Automate Conflict Checks, Intake and Matter Creation
How to connect client intake, conflict-check preparation and matter creation into one controlled law-firm workflow.
Start Before the Matter Exists
The workflow begins when the prospective client first contacts the firm.
Automate Intake
Collect prospective client and relevant-party information according to the firm’s established process.
Identify Relevant Names
AI can help extract or structure names from unstructured messages, but final conflict decisions remain with the firm.
Run the Appropriate Check
Route information into the firm’s approved conflict process; do not replace that process with AI.
Matter Creation After Review
Once the matter may proceed, approved data can drive contact/matter creation and workflow setup.
Exceptions
Potential conflict → stop and review; missing information → request clarification; uncertainty → review.
Conclusion
Treat intake, conflict preparation and matter creation as one onboarding workflow.