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Create conflict check records for new client matters

Create conflict check records for new client matters

Your new matters often lack a tracked conflict-check, so intake can't confirm whether ethics searches ran. It adds a conflict-check record for each matter so reviews finish same day.

Create conflict check records for new client matters

Overview

When matters are opened without a recorded conflict check, intake stalls and ethical risk grows. This creates a tracked conflict-check record for every new matter so intake coordinators and senior attorneys can review conflicts and clear files the same day.

Create conflict check records for new client matters