Agent
Intake Conflicts cleared before a matter opens.
Before a new matter opens, the agent checks it against everything already in the firm — parties, beneficial owners, open files — and flags what needs a partner's eye.
Checks against the existing files
Party names, beneficial owners and adverse parties — against what you already hold.
Flags, never decides
A possible match comes to the table with its source. The decision belongs to a partner.
Runs before the file opens
The check happens while no is still an option — not after the matter is already in.
And what it will not do.
It doesn't decide whether a conflict exists — it presents the material.
It opens no matter and contacts no client.
It infers nothing from outside your files.