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.

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

  1. 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.
  2. Automatically submits the name/party information to the conflict database via API for a cross-check against existing and past clients.
  3. Flags any potential conflict to the assigned attorney/partner before any further engagement conversation continues — the agent halts progress pending clearance.
  4. 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