Client success: stop missed conflict checks at intake

Client success managers miss conflict checks on intake forms, delaying case starts. Route intake into conflict-check tickets so legal intake flags issues and cases begin promptly.

Overview

Missed conflict checks delay case starts and expose law practices to compliance risk. This workflow turns every intake into a standardized conflict-check ticket routed to legal intake, eliminating manual handoffs and preventing stalled matters. Teams report faster triage and zero missed follow-ups after similar implementations.

Notable Features

Create standardized conflict triage tickets
Route tickets to legal intake
Flag high-risk cases for review