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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

From intake form get names of all related parties.
Search database for client's name and send letter to client if conflict.
Search database for co-defendant name and send letter to client if conflict.
Search database for opposing party information and send letter to client if conflict.
Search database for other related parties and send letter to client if conflict.
Complete conflict checklist and file in conflict folder.
Notify all firm members of conflict results.
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.

Crunch Accounting

Crunch Accounting

Microsoft Dynamics GP

Microsoft Dynamics GP

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