01 / Taking on a client without taking on a conflict
Step 1 · Where it starts
A prospective client sets out the matter, the parties and the dates in a structured form, so the first contact already contains what a firm needs to decide whether it can act.
Step 2 · What gets automated
Names and entities are pulled out of the enquiry and checked against the existing client and adverse-party list, with anything close raised as a possible conflict rather than cleared quietly.
Step 3 · The process it plugs into
Matters, deadlines and the documents still outstanding sit in one place, and the chasing goes out on a schedule instead of when somebody remembers.
Step 4 · SolaceSentry review
A qualified person opens every matter and clears every conflict. Software presents the match; it never makes the call.
Step 5 · What leaves the system
Engagement letters going out the same week, and a document list that is short because the missing items were asked for early.
Proof metric: Days from first enquiry to a signed engagement, and matters delayed because a document arrived late.