New matter conflicts
Parties screened against every matter the firm has
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the new matter form and expands the parties
Screens the parties and the related entities of a new matter against every client, adverse party and prior matter
Searches the conflicts database
Lists the potential conflicts with the matter, the lawyer and the relationship that creates the issue
Drafts the memo and the waiver
Drafts the clearance memo and the waiver letter where one is needed
Works in
Salesforce, Box, ServiceNow
Salesforce, Box, ServiceNowWhat it does
- Screens the parties and the related entities of a new matter against every client, adverse party and prior matter
- Lists the potential conflicts with the matter, the lawyer and the relationship that creates the issue
- Drafts the clearance memo and the waiver letter where one is needed
Connects to
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