# Conflict Waiver Request Coordination — Professional Services AI agent | Mihu AI

Professional Services · Matters

# Conflict Waiver Request Coordination

Coordinate the process of obtaining a conflict waiver from existing clients.

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

E-signature Platform Engagement letters, waivers and closing documents sent, tracked and confirmed. Connect during setup

## How it works

Prepares and sends the conflict waiver documentation as directed by the assigned professional/ethics counsel, via the e-signature platform.

Tracks execution by all required parties.

Confirms via the PMS that the new engagement can only proceed once the waiver is properly executed.

Never drafts the substance of the waiver or makes any conflicts judgment itself — purely a coordination and tracking function.

## Data sources

Practice management conflict waiver tracking E-signature status

## What it targets

Waivers executed before the new engagement begins Target 100%