Conflict Check Agent
by Katexs
Captures opposing-party info before the attorney touches the file.
Overview
Before any attorney opens a file, this agent runs the conflict check. It captures the opposing party's name, the nature of the dispute, and any related entities — then cross-references your conflict database in real time. If a conflict is flagged, it escalates immediately. If clear, it routes the intake forward. No manual forms, no missed conflicts.
What it handles
- Collects opposing-party names and related entities on the first call
- Cross-references your conflict database in real time
- Flags potential conflicts and alerts the managing partner instantly
- Routes clear cases directly into intake scheduling
- Logs every check with a timestamp and outcome for the record
Channels
Integrations
Workflow
- 01
Intake Triggered
Potential client calls or submits a form; agent initiates conflict check.
- 02
Data Capture
Agent collects opposing party, case type, and related entities.
- 03
Live Cross-Reference
Agent queries the conflict database for matches in real time.
- 04
Route or Escalate
Clear cases move to intake scheduling. Conflicts alert the managing partner immediately.
What you'll need
- Conflict database or spreadsheet
- Intake calendar
- Escalation contact for flagged conflicts