Conflict Check Software

Protect your firm and your license with robust Conflict Checking. Lawmatics integrates conflict checks directly into your intake workflow, ensuring you identify potential issues before you take on a new case.

Database-Wide Search

Search everything, instantly.

• Comprehensive Scan: checks against every Contact, Matter, and Related Party in your entire CRM database.
• Flexible Terms: Search by name, email, company, or custom fields to ensure no connection is missed.
• Partial Matches: intelligent search identifies similar names or spellings to flag potential conflicts that exact matches might miss.

Automated Workflow

Make compliance a seamless part of intake.

• Auto-Run: Configure automations to run a conflict check automatically as soon as a new lead enters the system.
• Gatekeeper Logic: Prevent a lead from moving to the “Consultation” stage until the conflict check is marked as “Cleared.”
• Notifications: Instantly alert staff or attorneys if a potential conflict is flagged for review.

Review & Approval

Maintain a clear audit trail.

• Approval Process: Designate specific users (e.g., Managing Partner) who must review and approve conflict checks.
• Status Tracking: Track checks as “Pending,” “Cleared,” or “Conflict Found.”
• Audit Logs: Keep a permanent record of when the check was run, who ran it, and the result for compliance purposes.

Risk Mitigation

Avoid ethical pitfalls.

• Related Parties: Easily check against adverse parties, spouses, or witnesses linked to other matters.
• Former Clients: Instantly identify if a new party has a history with the firm, even from closed or lost matters.