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Conflict Checking of New Clients

This bot performs conflict checking on new clients.

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
Bill.com

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

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