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Send conflict check notice for new matter to reviewers

Send conflict check notice for new matter to reviewers

Your matter intake records often include conflict-check requests buried in custom fields, delaying partner review. Receive clear conflict-check notices with case context so reviews happen within minutes.

Send conflict check notice for new matter to reviewers

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Overview

New matters that request a conflict check should never sit unread in intake fields; they should trigger an immediate, contextual notice to reviewers. This workflow delivers concise case context to partners and intake coordinators within minutes so conflicts are resolved before work begins.

Send conflict check notice for new matter to reviewers