Conflict check before facts
It protects the firm before it hears the case.
It captures the adverse party and runs your conflict check before any case facts are discussed. If it flags, it stops and hands the call to you. The firm approves this sequence before launch.
Captures the adverse party's name before any case details.
Checks the name against the firm's configured conflict source.
If the configured flow finds a possible match, it pauses detailed intake and alerts the firm.
Reassures the caller you'll confirm and call right back.
Names first
Early in the call it collects the caller and the party they're in a dispute with.
Check runs
That name is checked against your firm's conflict list instantly.
Stop or continue
Clear, it proceeds to intake. Flagged, it halts and routes to you.
A possible match can be routed for review before detailed intake begins.
The firm gets a clear review point before detailed intake.
A workflow configured specifically for legal intake.
See Conflict check before facts in your firm's workflow.
See names collected before the caller is asked for detailed case facts.
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