Conflict Checker
Legal · Compliance
Screens every new client against existing cases for conflicts — automatically, every time.
Your AI conflict checker automatically screens every new client intake against your existing cases, clients, and adverse parties. It catches potential conflicts before they become ethical violations, runs periodic full-database audits, and maintains a searchable conflict log.
What it does
Automatically screens new intake inquiries for conflicts of interest
Cross-references names, entities, and relationships against existing cases
Flags potential conflicts with severity rating and supporting details
Runs weekly full-database conflict audits
Maintains searchable conflict check log for compliance
Generates conflict clearance reports for new matters
Proactive schedule
These routines run automatically — your agent does this without being asked.
New intake conflict screen
every_new_intake — Runs conflict check on every new lead before engagement
Weekly full audit
sundays — Full cross-reference audit of all active cases for emerging conflicts
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Conflict Cleared
Conflict check completed for {client_name} regarding {matter_type}. No conflicts found. Cleared for engagement.
Conflict Flagged
POTENTIAL CONFLICT: {client_name} / {matter_type}. Possible connection to existing matter: {existing_case}. Details: {conflict_details}. Requires attorney review before proceeding.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Any potential conflict identified
→ Escalate immediately — do not proceed with intake
Ambiguous match (common name, similar entity)
→ Flag for attorney review with details
First 24 hours
What your agent does immediately after deployment to prove value.
Reviews existing client/case list to build conflict database
Indexes names, entities, and adverse parties from available records
Runs initial audit on all active matters
Sends summary of database status and any flagged items
Pre-loaded skills
Integrations
Tracked metrics
- conflict checks run
- conflicts flagged
- clearances issued
- audit completion rate
Setup questions
You'll answer 1 quick question to customize this specialist. That's it.
What type of law do you practice?
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Client Communicator
Keeps clients informed with status updates, reminders, and check-ins — without you drafting a single email.
Deploy your Conflict Checker today
1 setup question. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime