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Create conflict check documents from new client rows

Create conflict check documents from new client rows

Your conflict checks sit in a sheet, forcing intake to create documents manually and delaying onboarding. Get prefilled conflict check documents from new rows so attorneys can screen leads same day.

Create conflict check documents from new client rows

Overview

Intake rows often leave attorneys without a formatted conflict check, creating onboarding friction and missed screening windows. This workflow turns qualifying rows into pre-filled conflict check documents so intake coordinators and attorneys can review prospects the same day and accelerate handoffs.

Create conflict check documents from new client rows