Conflicts Check Agent
Screens every new client and counterparty against your full client base — no matter how fast the pipeline moves.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Screens every new client and counterparty against your full client base — no matter how fast the pipeline moves. Runs in the background so your team does not have to.
In legal practice, screens every new client and counterparty against your full client base — no matter how fast the pipeline moves — but doing it manually does not scale. Conflicts Check is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Conflicts Check connects to Conflicts, Compliance, Clio and your ops & reporting stack. It reads your rules, brand voice and live data — then screens every new client and counterparty against your full client base — no matter how fast the pipeline moves. Exceptions land with your team; everything else runs without another dashboard to check.
- Asset received — Conflicts · queue intake
- Check against rules — Compliance · brand & policy
- Flag deviations — Issues marked · brief attached
- Approve or block — Clean output · team notified
What it can deliver
- Conflicts
- Compliance
- Approved assets
- Issue reports
Potential integrations
Conflicts · Compliance · Clio · DocuSign · Microsoft 365 · Shopify
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset