- Today
- A prospective client emails, a partner reads it, someone asks the office whether we have acted against the other party, and the engagement letter waits.
- Agents take over
- Agents read the request, run the conflict check against the firm's matters and parties, draft the intake summary and the engagement letter from the firm's templates, and open the matter.
- A person decides
- A lawyer approves the conflict check result and the engagement letter before anything is sent; a possible conflict always goes to a partner.
- The audit trail records
- The request, the parties checked, the result, who approved it and what was sent are recorded per matter.
- Your team owns
- The conflict rules, the intake questions and the letter templates are the firm's own, in the practice system.