LawCompliance

Conflicts Check Workflow

Built for Legal Compliance Teams.

Run new-client conflicts checks across matter records, contact lists, and historical engagements, draft a conflicts memo, and route it for partner review, reducing manual checks for intake and compliance teams.

Why this matters

The manual work this replaces

Intake teams manually search across multiple systems for conflicts, copy results into a memo, and chase down partner sign-off.

What Caddi does

How the automation runs

  1. Clio
  2. Microsoft Outlook

This process runs a conflicts check on a new prospective client. It queries the practice management system for related parties, searches historical matters, and checks contact lists for prior engagements. It assembles the matches into a draft conflicts memo, attaches supporting records, and routes it to the assigned conflicts partner with a request for sign-off.

Value created

What changes after Caddi

Speeds new-client conflicts checks and produces a consistent, audit-ready conflicts memo without manual searching.

Browse all
Law

New Matter Setup

Extract client and matter details from new matter request emails, create the client and matter workspace when needed, and file intake documents with the right attributes, reducing manual matter setup for intake teams.

Law

Case Document Data Extraction

Locate the right case documents, extract key details, and write structured data back into opportunity records, reducing manual document review and data entry for intake teams.

Law

Dropbox Sign Envelope Generation From CRM

Pull signer details from the CRM, populate the right template, and send the Dropbox Sign envelope to the correct contacts, reducing manual envelope prep for BD and intake teams.

See it on your stack

Want Conflicts Check Workflow automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.