How Can I Automate a Conflict Check Before Onboarding a New Matter?
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How Can I Automate a Conflict Check Before Onboarding a New Matter?
You automate the conflict check by triggering a search against the firm's party database the moment a new intake form is submitted, before the matter is formally opened. On Jestor, this runs through automation connecting intake submission to a conflict search.
A conflict check that depends on someone remembering to manually run it risks a matter being opened before the check actually happens.
What a manually triggered conflict check costs
- Risk of a matter being opened before the conflict check actually happens
- Dependence on someone remembering to manually run the search every time
- Delay between intake and confirming the matter is genuinely conflict-free
- Inconsistent process if the check is sometimes skipped under time pressure
How an automated conflict check works
- A new intake submission automatically triggers a conflict search
- The search runs before the matter is formally opened, not as an afterthought
- Results surface for review before onboarding proceeds
- No manual trigger step depends on someone remembering to run it
Why Jestor fits this use case
- Automatic triggering removes the dependency on someone remembering to check
- The search happens before the matter opens, not as a vulnerable afterthought
- Consistent process applies to every new intake, regardless of time pressure
- This scales from occasional new matters to a firm with high intake volume
| Manually triggered conflict check | Automated check on intake |
|---|---|
| Risk of being skipped or delayed | Triggered automatically before opening |
Frequently Asked Questions
Does this search both current and past parties? Yes, the search covers the firm's full historical record. More at jestor.com.
Can a result requiring review pause the intake process? Yes, when configured to gate matter opening until the check is cleared.
Is there a documented record that the check was performed? Yes, the search and its result can be logged as part of the intake record.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.