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Conflict Checking of New Clients

This bot performs conflict checking on new clients.

Industry:

Legal

Function:

Case Management

Law Firm Management

Steps

  1. From intake form get names of all related parties.
  2. Search database for client's name and send letter to client if conflict.
  3. Search database for co-defendant name and send letter to client if conflict.
  4. Search database for opposing party information and send letter to client if conflict.
  5. Search database for other related parties and send letter to client if conflict.
  6. Complete conflict checklist and file in conflict folder.
  7. Notify all firm members of conflict results.
  8. Send Non-engagement letter where applicable.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books

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