Client intake and conflict checks

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Receive client intake form

   Potential client completes and submits intake form with contact details, legal matter description, opposing parties, and relevant dates. Form data is automatically captured and validated for completeness.

   Clio
2. 2

   Action

   Extract conflict check data

   Parse intake form to identify key conflict elements including client name, opposing parties, case type, and related entities. Format data for systematic conflict database searches.

   Clio
3. 3

   Action

   Search internal conflict database

   Query practice management system for existing clients, matters, and parties that match or relate to the prospective client information. Generate comprehensive conflict report with match scores.

   ClioPracticePanther
4. 4

   Action

   Cross-reference legal databases

   Search legal research platforms for additional conflict information including court records, opposing counsel history, and related litigation involving identified parties.

   WestlawLexisNexis
5. 5

   Decision

   Evaluate conflict status

   Analyze conflict search results to determine if any actual or potential conflicts exist. Route based on conflict severity level and firm policies.

   Clio
6. 6

   Action

   Generate conflict clearance report

   Compile comprehensive conflict analysis report with recommendations for partner review. Include all search results, risk assessments, and proposed conflict waivers if applicable.

   ClioNetDocuments
7. 7

   Output

   Route client for onboarding

   For cleared clients, automatically create matter in practice management system and trigger engagement letter workflow. For conflicts, flag for attorney review with detailed conflict report.

   ClioPracticePanther

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