New Matter Conflict Check Automation
A done-for-you law firm automation built for the Conflicts Counsel, connecting Jotform, Clio, and Slack so the work below happens on its own.
What this automation does, step by step
The instant a new matter is entered into the intake system through a Jotform submission or directly in Clio Grow, the automation automatically cross-references every party name, opposing party, and related entity against the firm's existing and former client database before the matter can move forward to formal acceptance.
Any potential match automatically routes to conflicts counsel through a Slack alert with the matching records attached for manual review, and the new matter is held in a "pending conflict check" status in the practice management system until it's cleared.
Clean checks automatically clear the matter to proceed to engagement letter generation without any manual gatekeeping step.
Running a conflict check on every single matter automatically, instead of relying on someone to remember to run it before accepting a new client, closes off one of the more common and costly compliance gaps at growing firms.
- Web form tool (e.g., Jotform or Gravity Forms)
- CRM (e.g., Clio Grow or Lawmatics)
- Zapier or Make.com
- Slack (conflict-check alerts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on a conflicts counsel, who has to juggle phone calls, emails, and spreadsheets just to keep things moving. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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