An AI agent that handles new client intake.
Client details and conflict names collected.
In short
A conflict check confirms a firm can act for a new client without breaching duties to a current or former client, and it must happen before the firm takes on the matter. The Agentive Legal AI agent replies to new enquiries, collects the client's details and the names of other parties, searches your client and matter records for matches, and lists any possible conflicts for the lawyer. The lawyer decides whether the firm can act.
Sound familiar?
- Enquiries waiting days for a reply
- Names missed in the conflict search
- Intake details scattered across emails
How your AI agent does it
Reply
To the enquiry the same day.
Collect
Client details and other parties' names.
Search
Your client and matter records.
Hand over
Possible conflicts for the lawyer to decide.
What changes for your firm
- Faster replies to new clients
- Consistent conflict searches
- Complete intake records
- Lawyers deciding, not searching
Questions
Can an AI agent do a conflict check?
It can search your records and list possible matches. The lawyer decides whether there is a conflict and whether the firm can act.
Does it give advice to enquirers?
No. It collects details and books a time with the lawyer. It never gives legal advice.
Can it check identity for new clients?
It collects identity documents in line with your process. A person in your firm verifies them.
More work your AI agent does
An AI agent that drafts costs disclosures.
Engagement documents drafted from your templates.
An AI agent that writes up your file notes.
Every call and meeting written up the same day.
An AI agent that captures your time and drafts bills.
Time captured daily, bills drafted monthly.
An AI agent that keeps trust tasks on time.
Reconciliations and trust deadlines never missed.