01 / Practices working the courthouse square
Step 1 · Where it starts
A first-contact form that asks who else is involved before it asks anything else, so a conflict can be checked before a consultation is ever booked.
Step 2 · What gets automated
Names, entities and relationships are pulled from the enquiry and run against your existing matter list, and near-matches are flagged for a human to judge rather than cleared automatically.
Step 3 · The process it plugs into
Each matter carries a live list of what is outstanding and who owes it. Documents a client has been asked for twice are visible as such, which is the difference between a chase and a nag.
Step 4 · SolaceSentry review
Nothing goes to a client, an opposing party or a court without a named fee earner reading it. The system never originates correspondence.
Step 5 · What leaves the system
Intake finished in one pass with the conflict check already done, and a chase list that reflects what is genuinely outstanding today.
Proof metric: Days between a document being requested and received, and matters stalled purely on missing client paperwork.