Integration
Matter Intake & Conflict-Check Automation
Turn new-matter intake from a manual, multi-system chore into an automated workflow — data capture, conflict checks, and matter opening in your DMS — without the re-keying and the delay.
Matter intake automation captures new-client and matter details once, runs conflict checks against your existing systems, and opens the matter in your DMS or practice-management software automatically — replacing a slow, error-prone, multi-system manual process and getting work started faster, with a complete audit trail.
The problem
The intake bottleneck nobody owns
New-matter intake touches everyone and is owned by no one: an intake form, the same data re-keyed into the DMS and the billing system, a conflict check that sits in someone’s queue, and a delay before the matter can actually open. It’s slow, it’s error-prone, and it pushes back the moment billable work can start.
We automate the whole path. Intake data is captured once and flows to every system that needs it, conflict searches run automatically against your existing records, and the matter opens in your DMS/practice-management software — with exceptions routed to a person and everything logged.
The solution
Where automation removes the friction
Automated conflict checks
Conflict checking is the part most worth automating and most sensitive to get right. We run searches across your existing client/matter and party data, surface potential conflicts with the context a lawyer needs to clear them, and keep a record of the check — so it’s faster without lowering the bar, and you can show the check was done.
Into your DMS / practice-management stack
Once cleared, the matter opens in your systems automatically — folders provisioned in iManage/NetDocuments, the record created in your practice-management software — inside your environment, with role-based access and an audit trail.
Example workflows we build
- Single-capture client & matter intake
- Automated conflict search across firm records
- Conflict surfacing with context for clearance
- Automatic matter opening in the DMS / practice-management software
- Exception routing and audit logging
The results
The commercial impact
Our approach
From manual to automated
- 01Map the intake path
We document every system a new matter touches today and where the delays and re-keying happen.
- 02Automate capture & conflicts
Single data capture, automated conflict search against your records, and exception routing to a person.
- 03Wire matter opening
Cleared matters open automatically in your DMS and practice-management software.
- 04Deploy & audit
Go live inside your environment with role-based access and a full audit trail on intake and conflict decisions.
Why a custom build beats off-the-shelf
- Connects the exact systems your firm runs — DMS, practice management, billing — not a fixed template.
- Conflict logic tuned to your data and your clearance process.
- Runs in your environment with audit trails on every intake and check.
- Keeps a human in the loop on conflicts — faster, not looser.
Frequently asked questions
Can you automate conflict checks safely?
Yes — we automate the search across your existing records and surface potential conflicts with the context to clear them, keeping a lawyer in the loop on the decision and a record of the check. Faster, without lowering the bar.
Which systems does it connect to?
Your DMS (iManage/NetDocuments), practice-management and billing software, and the intake channel you use today. We integrate with what the firm already runs.
Does data get re-keyed across systems?
No — that’s the core fix. Intake data is captured once and flows to every system that needs it, eliminating the duplicate entry that causes errors and delay.
Is there an audit trail?
Yes. Every intake and conflict-check decision is logged, inside your environment with role-based access, so the process is defensible.
How long does it take?
Most intake/conflict builds go live in 4–8 weeks depending on the number of systems involved.
What does it cost?
Engagements are fixed-price and scoped to the outcome. Every engagement is fixed-price with ROI targets agreed up front, backed by our 90-day ROI guarantee. Book a free audit for a clear price and ROI estimate.