Legal Intake Legal

Conflict Checks

What this agent does

Screens every new matter or client against your existing client and adverse party database to surface potential conflicts of interest before work begins. Running a conflict check manually means searching across multiple records, which is slow and prone to gaps.

This solution runs the check automatically at intake, cross-references the relevant names, and flags any matches that require attorney review. It protects the firm from ethical violations and malpractice exposure without slowing down the intake process.

How it works

From trigger to result, here is the flow at a glance.

1Trigger

New Matter Opens

A client or matter enters intake

2AI Process

AI Cross-References

AI scans your client and adverse party records

3Action

Flags Matches

System surfaces conflicts for attorney review

4Result

Firm Protected

Ethical exposure caught before work begins

Want this built for your business?

Book a free 30-minute AI audit. We will scope exactly how to implement this in your workflow.

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