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Sign the client

Know about a conflict before you call back

Each lead is checked against your conflict list (clients, former clients, adverse parties and related names) and against everyone who asked for help before. Exact and similar names are listed with why each one matters. It is an automated check: a lawyer reviews it and makes the call.

  • Checks the prospect and every other party they name
  • Catches similar spellings and company suffixes, like Northline Trucking Inc. and Northline Trucking, LLC
  • Earlier prospects count too: you owe them duties even when you never took the matter
  • When a lead becomes a client, the client and the parties against them join the list
  • Paste your current client list to start