The moment a new-matter form is submitted, every party, related company and opposing counsel is matched against clients and adverse parties in the CRM, with fuzzy matching across Hebrew and English spellings. Hits go to the conflicts partner, and every decision is logged.
Typical results
Under 2 min
From new-matter form to result on clear matters
≈40 min
Staff time saved per conflict check
100%
Of searches and decisions saved as an audit trail
Figures reflect typical results for this kind of automation.
The challenge
Before a new matter opens, someone has to check every party, related company and opposing counsel against current and former clients. In many firms that means searching several lists by hand and emailing all lawyers, which takes up to two days. Names spelled differently in Hebrew and English slip through, and the decision is rarely documented.
Before and after
Average hours from new-matter request to a decision
−96%Staff minutes per conflict check
−89%The automation
Submitting a new-matter form starts a search of every party, related company and opposing counsel against current and former clients and adverse parties in the CRM. Fuzzy matching catches spelling variants and transliteration between Hebrew and English, and each result is classified as clear, possible match or direct conflict. Clear matters move on to the engagement letter, possible matches and conflicts go to the conflicts partner for a recorded decision, and every search is saved as an audit trail.
How it works
- 01
New-matter form submitted
The intake form lists the client, every party, related companies and opposing counsel for the new matter.
- 02
Search across the CRM
Each name is searched against current and former clients and adverse parties, with fuzzy matching for spelling variants and transliteration.
- 03
Results classified
Every hit is marked clear, possible match or direct conflict, with the matching record and the reason shown.
- 04
Partner decides on hits
Possible matches and conflicts go to the conflicts partner, who approves, declines or asks for a waiver, and the decision is recorded.
- 05
Audit trail saved
The full search, results and decision are stored on the matter, and clear matters move on to the engagement letter.
Starts from
- New-matter form
- Clients and adverse parties
Delivers
- Clear: engagement letter
- Conflicts partner decision
- Saved audit trail
The impact
Clear matters get their result in under 2 minutes instead of waiting up to 2 days, and about 80% of new matters clear without partner review. Staff time per check drops from about 45 minutes to 5, and every decision is on record with its reason.
Questions about this automation
How does fuzzy matching handle Hebrew and English names?
Each name is normalized and compared in both scripts, so a company registered in Hebrew and listed in English on a contract still matches. Common variants, missing company suffixes and small typos score as possible matches, which the conflicts partner reviews instead of the system deciding alone.
Does it work with our existing CRM?
Yes. The search runs against the client and adverse-party records already in the firm's CRM, and the parties from each approved matter are added back, so the database grows with every intake. Former clients and closed matters stay searchable for the retention period the firm sets.
What does the conflicts partner see?
A single review card with the new matter, each flagged name, the record it matched, the match score, and the related matter and responsible lawyer. The partner approves, declines or requests a waiver in one click, and the decision is saved to the audit trail with its reason.