Conflict check automation

Purpose

1.1. Automatically screen new or potential clients for conflicts of interest to ensure compliance with legal ethics.
1.2. Extract client, matter, and related-party data from intake forms or communications.
1.3. Cross-reference entered data against internal matter management or external conflict databases.
1.4. Log conflict check results, alert staff, and document decisions in client files.
1.5. Accelerate onboarding and reduce risk of regulatory violations through consistent automation.

Trigger Conditions

2.1. Submission of a new client or matter intake form (web, portal, or email).
2.2. Entry or modification of client or related-party information in CRM/Law practice management system.
2.3. Incoming inquiry via chatbot or intake call.
2.4. Reception staff manually flags a file for a conflict check.
2.5. Scheduled review of pending/unresolved intake records.

Platform Variants

3.1. Clio Manage (Legal Practice Management)
• Feature/API: Matter Creation Webhook — Connect to API endpoint /api/v4/matters; configure event listener for new matter.
3.2. Salesforce
• Feature/API: Flow Builder with Conflict Check Custom Object; trigger on new Lead/Account event, API /services/data/vXX.0/sobjects/ConflictCheck__c.
3.3. Lawcus
• Feature/Setting: Workflow Automation on Intake Form Submission; utilize REST API /api/conflicts/check.
3.4. PracticePanther
• Feature/API: Zapier Integration — Trigger on "New Contact," send details to /api/v2/conflicts endpoint.
3.5. NetDocuments
• Feature/API: ndThread event listener for new document or profile creation; API ndThread/entities/conflictsearch.
3.6. Rocket Matter
• Feature/API: REST API on Contact/Matter Added, endpoint /api/conflict-check.
3.7. Zoho CRM
• Feature/Setting: Workflow Rule on Lead/Contact creation, connect with API /crm/v2/conflict_check.
3.8. Microsoft Dynamics 365
• Feature/API: Business Rule triggers on Account/Case creation; custom Power Automate flow to call Conflict Search API.
3.9. Google Sheets
• Feature/Setting: On Form Submit trigger; Apps Script calling conflict-check microservice.
3.10. Monday.com
• Feature/API: Automation Recipe on item created in "Clients" board; use integration to invoke external REST API.
3.11. Slack
• Feature/Setting: Incoming webhook for “intake-complete” messages; bot triggers conflict screening workflow.
3.12. Notion
• Feature/API: Database trigger via Notion API on new intake record, initiate POST to conflict check service.
3.13. Trello
• Feature/Setting: Butler Rule on card added to “New Clients” list; webhook to conflict validation endpoint.
3.14. HubSpot
• Feature/API: Workflow on new Contact/Deal created; API call to /conflict-check endpoint.
3.15. DocuSign
• Feature/API: Envelope Complete Webhook; initiates API workflow for client conflicts upon signed intake form.
3.16. Adobe Acrobat Sign
• Feature/API: Agreement Completion webhook, integrate with external API for conflict logic.
3.17. Intercom
• Feature/API: Webhook on New Conversation or User; trigger external conflict validation via API.
3.18. JotForm
• Feature/Setting: Form Submission Webhook; triggers lambda for conflict check and handles output.
3.19. Typeform
• Feature/Setting: Webhook on Form Complete; POST to legal conflict-check cloud app.
3.20. AirTable
• Feature/Setting: Automation on new record in "Clients" table; script connects to /api/conflict-search for checks.

Benefits

4.1. Fast, consistent, and error-free detection of conflicts before onboarding.
4.2. Full audit trail for regulatory compliance and professional responsibility.
4.3. Reduced manual workload and delays in client intake.
4.4. Integration with diverse practice tools and management systems.
4.5. Real-time notifications and escalations prevent unauthorized matter acceptance.