01 / Intake for a courthouse-square professional firm
Step 1 · Where it starts
A conflict-checked intake form for a law or title firm near the Marion County courthouse, capturing a new matter correctly the first time.
Step 2 · What gets automated
Submitted details are checked against existing client and matter records automatically before billable time is spent on a manual 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 cross-referencing files by hand.
Step 4 · SolaceSentry review
A named attorney signs off before a new matter is opened.
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.