01 / Intake for a courthouse-square practice
Step 1 · Where it starts
A conflict-checked intake form for a law or title firm near the Madison County courthouse, built so a new client's matter is captured correctly the first time.
Step 2 · What gets automated
Submitted details are checked against existing client and matter records automatically before anyone spends billable time on a conflict search.
Step 3 · The process it plugs into
A partner sees a clean intake summary with the conflict check already run, instead of a paralegal manually cross-referencing a spreadsheet.
Step 4 · SolaceSentry review
A named attorney signs off before a new matter is opened. No engagement starts without that approval.
Step 5 · What leaves the system
A ready-to-open matter file with the conflict check documented alongside it.
Proof metric: Time from inquiry to opened matter, and conflict issues caught before engagement rather than after.