About This Automation
Conflict checking is a critical compliance task that protects law firms from ethical violations and malpractice. Manual searches across multiple systems are slow, error-prone, and create bottlenecks that delay matter intake.
Automation queries all client records, prior matters, and opposing parties in a single pass, compiling a structured conflict report for attorney review. Matters with no conflicts are cleared the same day, and all stakeholders receive instant notification.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
New matter record created or intake form submitted. Automation extracts client name, matter type, and any known parties.
Automation searches for existing clients, prior matters, and opposing parties matching the new client name and related entities. Results are compiled in seconds.
Automation queries a centralised conflict log or spreadsheet for any flagged relationships or undisclosed conflicts. This replaces manual email and file searches.
Automation compiles all findings into a structured conflict report with client name, prior matters, opposing parties, and risk flags. Report is formatted for attorney review.
Automation checks whether any conflicts or red flags were found. If none, matter is auto-cleared. If conflicts exist, report is routed to attorney for manual review.
If conflicts detected, conflict report is sent to responsible attorney via email and notification for manual clearance decision.
Once attorney approves or rejects, automation updates the matter record with clearance status, decision date, and approving attorney.
Automation sends engagement confirmation email to client (if cleared) or rejection notice (if conflict found), and notifies intake team to proceed or close the matter.
Most popular tool stack used
— the complete tool combinations companies use
Clio
Google Sheets
Gmail
Microsoft Excel
Microsoft OutlookWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
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Frequently asked questions
Everything you need to know before mapping this process.
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