# New Matter Intake & Conflict Check — Professional Services AI agent | Mihu AI

Professional Services · Intake

# New Matter Intake & Conflict Check

Capture new client/matter details completely and trigger the conflict-of-interest check before any substantive engagement begins.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

## How it works

Captures the prospective client's identity, other parties involved, and the nature of the matter using a structured intake script, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk), written to the PMS.

Automatically submits the name/party information to the conflict database via API for a cross-check against existing and past clients.

Flags any potential conflict to the assigned attorney/partner before any further engagement conversation continues — the agent halts progress pending clearance.

Proceeds to schedule a consultation only once conflict clearance is confirmed, written back to the PMS matter record.

## Data sources

Firm conflict database Practice management intake fields

## What it targets

New matters screened for conflicts before consultation Target 100%

Time from intake to conflict clearance Target 4h