Conflict check automations

Purpose

1.1. Automate the conflict check process to identify potential client or case conflicts, ensuring compliance with professional conduct rules and reducing human error.
1.2. Automate data extraction from client intake, scan internal/external databases, flag duplicates/conflicts, and generate automated reports for paralegal services.
1.3. Automating the workflow streamlines risk mitigation, facilitates faster onboarding, and keeps a full audit trail for every automated conflict check action.

Trigger Conditions

2.1. New client or case intake form submission.
2.2. Update to client or case contact information.
2.3. Addition of parties or opposing counsel to a case file.
2.4. Scheduled batch conflict checks for ongoing matters.
2.5. Manually initiated conflict check automations by authorized staff.

Platform Variants

3.1. Clio Manage
• Feature/Setting: Use "Matters API" to automate conflict name searches; configure with new matter triggers.
3.2. Salesforce
• Feature/Setting: Enable automated conflict checks by configuring the "Duplicate Management" API for client records.
3.3. Zoho CRM
• Feature/Setting: Automate duplicate detection via "Leads/Contacts Search" API for conflict verification.
3.4. PracticePanther
• Feature/Setting: Use "Contact Search API" to automatically detect existing party affiliations.
3.5. NetDocuments
• Feature/Setting: Automator uses "Search REST API" to check document database for flagged names.
3.6. Microsoft Dynamics 365
• Feature/Setting: Configure automatic workflows with "Advanced Find" for conflict check triggers.
3.7. iManage
• Feature/Setting: Automator connects to "REST API" to search matter and client metadata fields.
3.8. LexisNexis Interaction
• Feature/Setting: Utilize "Data Change API" for conflict check automation on new entries.
3.9. Actionstep
• Feature/Setting: Automate via "Contacts API" to perform name/matter conflict lookups.
3.10. Google Workspace
• Feature/Setting: Automate Google Sheets with Apps Script and "Drive API" for conflict dataset merges/searches.
3.11. MyCase
• Feature/Setting: Leverage "Contact/Matter API" for automated party conflict scans.
3.12. Lawcus
• Feature/Setting: Configure "Persons API" to automate and trigger search for conflicts in contact profiles.
3.13. Filevine
• Feature/Setting: Use "Contact Search API" for automated matching and flagging of conflicts.
3.14. HubSpot CRM
• Feature/Setting: Implement "Contact Search API" for real-time conflict automation during intake.
3.15. Monday.com
• Feature/Setting: Automate using "Item Search API" to flag records matching conflict criteria.
3.16. DocuSign
• Feature/Setting: Automate via "Envelope API" to scan signatory names against existing conflict lists.
3.17. AWS Lambda
• Feature/Setting: Automate custom logic for name matching against S3/Database datasets.
3.18. Microsoft Power Automate
• Feature/Setting: Set up automated flows with "Dataverse Search" for conflict detection.
3.19. Slack
• Feature/Setting: Use "App Webhooks" to notify when conflicts are flagged automatically in channels.
3.20. Airtable
• Feature/Setting: Configure "Record Search API" to automate name matching and flag duplicates.

Benefits

4.1. Automating conflict checks accelerates intake processing and reduces operational risk.
4.2. Automated conflict detection ensures thoroughness, consistency, and compliance in every client matter.
4.3. Automator enables paralegal services to scalablely and accurately handle large volumes of conflict checks.
4.4. Automated audit trails enhance defensibility for compliance reviews and quality assurance.
4.5. Automate notifications to keep teams informed instantly upon conflict detection, lowering risk of costly errors.