Your copy. Your pace.

Legal intake & conflict triage

Capture a minimal legal inquiry, search relevant parties and aliases, and route potential conflicts to an authorized reviewer before opening a matter. Automated matching assists triage; a lawyer decides whether the firm can act. Keep prospective-client details restricted and separate administrative acknowledgements from any statement accepting representation.

Planning workbook. This file helps you document a process. It does not connect to accounts, read records, send messages, or complete external actions. It works offline and sends no entries anywhere. Entries are not saved automatically; export or print a copy before closing. Avoid entering sensitive information.

1. Define the starting point

A no-match result does not establish the absence of a conflict. Searches can miss aliases, related entities, and incomplete records. Make the system useful by exposing search coverage and missing information to the reviewer.

Process owner and backup rolesWhat will count as complete?

Current handling time and exceptions

2. Walk through the process

1. Collect minimal inquiry data

Ask for contact details, party names, and a high-level matter category. Warn against submitting confidential narrative or files before the firm requests them.

We have defined the owner, required information, and completion check for this step.Step 1 working notes

2. Normalize party names

Preserve the original spelling alongside normalized search terms. Include aliases and related entities provided by the prospect.

We have defined the owner, required information, and completion check for this step.Step 2 working notes

3. Search the approved records

Query the permitted matter/contact sources using the correct region and access scope. Track unavailable sources and pagination.

We have defined the owner, required information, and completion check for this step.Step 3 working notes

4. Create a conflict review

Present matches, search terms, missing fields, and coverage limitations. Do not label fuzzy matching as conflict clearance.

We have defined the owner, required information, and completion check for this step.Step 4 working notes

5. Release the next step

Only the authorized acceptance decision can open onboarding. A neutral receipt acknowledgement must not imply an attorney-client relationship.

We have defined the owner, required information, and completion check for this step.Step 5 working notes

3. Check the information

Use invented references in this worksheet. Keep real documents and personal records in an appropriate private system.

Reference field	Working record	Check
inquiry_id	intake_key	Stable deduplication key
party_names	search_terms	Preserve original and normalized values
related_entities	additional_search	Reviewer checks coverage
review_decision	acceptance_state	Authorized reviewer only
source_region	api_base	Use the correct data region

Source of truth and access boundaries

4. Verify the process

Use synthetic examples. Mark a check only after recording what actually happened.

An API timeout blocks clearance and creates an exception.A common-name match is reviewed rather than rejected automatically.A missing party name prevents a complete search.An inquiry cannot open an engagement without acceptance.A named person can resolve an unclear or incorrect result.Work stops when the task is complete, withdrawn, or outside the agreed scope.A duplicate or interrupted handoff can be recovered without repeating a consequential action.Expected result, observed result, and recovery notes

5. Decide the next step

Your smallest reversible pilotReview date and decision

Retain qualified professional review for legal, accounting, tax, medical, financial, or other consequential decisions. This workbook does not certify compliance or guarantee results.