Run an Automated Conflict Check on New Legal Client Intakes
Protect the firm — when a new client intake comes in, automatically check the parties against your existing matters and flag potential conflicts.
- 1
Capture the Intake
Add a
Typeform Triggernode for the intake form including opposing party names. - 2
Search Existing Matters
Add an
Airtablenode searching current clients and adverse parties for name matches. - 3
Assess the Risk
Add a
Codenode flagging any overlap as a potential conflict for review. - 4
Alert the Attorney
Add a
Slacknode notifying the responsible attorney with the matches, or a clear-to-proceed if none. - 5
Activate and Test
Activate the workflow and submit an intake naming an existing party. Confirm the conflict is flagged.
Frequently asked questions
Is an automated check enough?
It's a first-pass safety net; a qualified attorney must still review flagged matches and make the final call.
Can I fuzzy-match names?
Yes — add fuzzy matching so slight spelling differences don't cause a conflict to be missed.
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