You Should Know About
a Conflict Before You Start Intake.
Most law firms run a conflict check after a staff member has already spent 20 minutes entering the lead, sending the intake form, and scheduling the consultation. By then the damage is done. Ettinger Tech configures Lawmatics to run the conflict check automatically the moment a new matter is created – before anyone on your team invests a single minute.
Lawmatics Conflict Check Capabilities
Manual Steps Required
When Auto-Approve is configured correctly, a conflict check fires, scans every matter in your firm, clears the new lead, and marks it approved – without a single staff member doing anything.
Of New Matters Screened
Every new matter gets checked. Not just the ones someone remembers to run manually. The automation fires on creation so the screening is consistent regardless of who is handling intake that day.
Workflow Paths
Approved matters go one way. Denied matters go another. Both paths are automated inside Lawmatics so the right thing happens next regardless of who is in the office or what time it is.
The Conflict Check Comes Too Late.
You already have conflict checking software – it is built into Lawmatics. The problem is not the software. The problem is when it runs. If your team is manually running conflict checks after intake has already started, you are already past the point where it helps. Ettinger Tech moves the check to the very beginning – the moment the matter is created – so the decision gets made before the work starts.
How Ettinger Tech Configures Lawmatics Conflict Checking
This is not a manual process. Ettinger Tech wires conflict checking into your Lawmatics automation engine so the entire check – and the routing that follows – happens without staff intervention.
New Matter Created in Lawmatics
The moment a new prospective client matter is created in Lawmatics – whether from a web form submission, a manual entry, or any other source – the automation fires. No staff member has to initiate the conflict check. The system does it automatically.
Run Conflict Check with Dynamic Search Terms
Lawmatics fires the Run Conflict Check action using dynamic merge fields as the search terms – typically the prospective client’s first name, last name, email address, and phone number. The search terms are personalized to each matter automatically. Lawmatics scans every field, note, and record across all existing matters in your firm.
Auto-Approve and Skip When Blank Settings
Ettinger Tech configures two settings that prevent the system from creating bottlenecks. Auto-Approve marks the conflict check as approved automatically when no conflicts are found – no staff review needed for clean matters. Skip When Blank skips the check entirely if a search field is empty, preventing matters from stalling in the automation because a phone number wasn’t captured.
Conflict Results Trigger the Right Workflow Automatically
Conflict check results are configured as automation entry conditions. An approved result automatically triggers your standard intake workflow – the sequence fires and intake begins with zero manual steps. A denied result automatically triggers a different workflow – staff notification, matter status update, or a client communication. Lawmatics also automatically enables Skip Conflicts on any automation using conflict check results, so denied matters never accidentally receive your intake sequence.
Every Check Logged Automatically
Every conflict check – automated or manual – is logged in the Lawmatics conflict check history with the verification status, search terms used, and date. Checks also appear on the matter’s timeline. Multiple results can be exported as a CSV. Ettinger Tech also configures per-user notifications for approved, denied, and flagged results so the right people are alerted when something needs attention.
What Lawmatics Conflict Checking Actually Does
Lawmatics conflict check software is more capable than most firms realize. Here is what the system can do when it is properly configured by Ettinger Tech.
Searches Every Field
Lawmatics scans across all fields, notes, and records in every matter in your firm – not just names. Email addresses, phone numbers, company names, custom fields – if it is in Lawmatics, the conflict check can search it.
Exact Match or Contains
Each search term can be configured as Exact Match or Contains. Exact Match requires the term to appear precisely as entered. Contains finds any matter where the term appears anywhere in the field. Ettinger Tech configures the right mode for each search term.
Advanced And/Or Logic
Multiple search terms can be combined with And or Or logic. Search for matters where the name AND email match – or where either the name OR the phone number appears. Ettinger Tech builds the right logic for your firm’s specific conflict screening needs.
Approve, Flag, or Deny
Every conflict check returns one of three results. Approved means no conflict found. Flagged means a possible conflict that needs review. Denied means a confirmed conflict. Each result can trigger a different downstream workflow automatically.
Full Check History
Every conflict check is stored in the conflict check history with its status, search terms, and date. Checks also appear on the matter’s timeline. Multiple results export as CSV. Ettinger Tech configures sub-statuses to track denied conflicts for reporting.
Per-User Notifications
Each user can configure their own notification preferences for approved, denied, and flagged conflict checks – either firm-wide or only for matters they own. The right people get notified when a conflict needs their attention.
Every Result Routes to the Right Place. Automatically.
The most powerful part of Lawmatics conflict check configuration is not the check itself – it is what happens after. Ettinger Tech wires conflict check results directly to downstream workflows so approved matters move forward instantly and denied matters are handled without anyone making a manual routing decision.
When a matter is approved, your intake sequence fires immediately. When a matter is denied, a staff notification fires and the matter is updated automatically. No one sits in a queue waiting for someone to check the conflict check dashboard.
Lawmatics also automatically enables Skip Conflicts on any automation that uses conflict check results – so denied matters can never accidentally receive your intake sequence, consultation reminders, or fee collection emails.
Questions We Get Asked
Does Lawmatics have conflict check software built in?
Yes. Lawmatics has a built-in conflict checking system that searches across all fields, notes, and records in every matter in your firm. It supports exact match and contains searches, advanced multi-term And/Or logic, and returns Approve, Flag, or Deny results. Ettinger Tech configures and automates this system as part of the complete Lawmatics build.
Can Lawmatics run conflict checks automatically?
Yes. Lawmatics includes a Run Conflict Check action inside its automation engine. Ettinger Tech configures this to fire the moment a new matter is created – using dynamic merge fields for the search terms. If no conflict is found and Auto-Approve is enabled, the matter is approved automatically and intake begins. No staff intervention required.
What is Auto-Approve and why does it matter?
Auto-Approve is a Lawmatics conflict check setting that automatically marks a check as Approved when no conflicts are found – without anyone manually reviewing and approving it. Without Auto-Approve, every clean matter would sit in a Possible Conflict status until a staff member manually approved it. Ettinger Tech configures Auto-Approve as part of the standard conflict check automation setup.
What happens when a conflict is found?
When Lawmatics finds a conflict, it marks the matter as Flagged or Denied. Ettinger Tech configures conflict check results as automation entry conditions – so a denied matter automatically triggers a separate workflow. Staff are notified, the matter status is updated, and Lawmatics automatically enables Skip Conflicts to prevent the denied matter from accidentally receiving intake sequences.
Can conflict checks search by email and phone, not just name?
Yes. Lawmatics conflict checks can search any field – name, email, phone, company name, or any custom field in your system. Ettinger Tech configures dynamic merge fields as the search terms so each automated check pulls the actual contact information from the matter being screened.
Do conflict checks work on manually entered matters?
Yes. The automated conflict check fires whenever a new matter is created in Lawmatics – regardless of whether it came from a web form, a manual intake call entry, or any other source. The trigger is matter creation, not form submission.
Run the Check
Before Intake Starts.
Lawmatics already has everything you need to automate conflict checking. Ettinger Tech configures the automation so the check fires, the results route correctly, and your team never invests intake time on a matter that should have been caught at the door.
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