Gamut
Legal & Compliance

Conflict Checker (Legal Intake) Agent

Run conflict-of-interest checks on new matters in hours, not days, with a clear report and draft waiver language.

Updated

Connects with

ClioClioiManageiManageNetDocumentsNetDocumentsPACERPACERSlackSlack
Download template

The problem it solves

Manual conflict checks stall new matter intake for days while staff cross-reference practice management systems, document repositories, and court records by hand. This agent searches those sources in parallel, categorizes each finding as clear, potential, or hard conflict, and delivers a structured report the same day so attorneys can clear matters faster without missing a relationship.

Who it's for

  • Solo practitioners and boutique law firms without a dedicated conflicts desk
  • Mid-size and large firm conflicts committees and intake teams
  • Firm general counsel and risk/ethics partners
  • Legal operations and intake coordinators
  • Managing partners responsible for new client onboarding

What it does

  1. 1

    Accept the intake request

    Capture the client name and aliases, all adverse parties, matter type, requesting attorney, and engagement date, then confirm the check is underway.

  2. 2

    Search firm data sources

    Query the practice management system, document management system, and any conflicts log for every party, recording matter number, the firm's role, status, and responsible attorney.

  3. 3

    Search public registries

    Use browser-driven search to check PACER and court dockets, Secretary of State corporate registries, state bar sites, and sanctions lists for each party.

  4. 4

    Categorize findings by severity

    Assign each finding to your configured tiers: clear, potential conflict needing review, or hard conflict that blocks the matter.

  5. 5

    Draft waiver language

    For consentable potential conflicts, summarize the conflict, identify which parties must consent, and draft a waiver letter citing the applicable professional conduct rule.

  6. 6

    Deliver the conflict report

    Produce a structured report with the intake summary, sources consulted, findings by tier, waiver drafts, and a clear recommendation.

  7. 7

    Notify the right people

    Send the report to the requesting attorney and any secondary recipients, post a summary to Slack, and fire an urgent alert for hard conflicts.

Key benefits

  • Turns multi-day conflict checks into same-day turnaround on new matters
  • Searches firm systems and public registries in one pass so nothing is missed
  • Categorizes every finding by severity with a cited source for the attorney's review
  • Drafts ready-to-customize waiver and consent letters for consentable conflicts
  • Flags hard conflicts immediately with urgent Slack alerts before a matter proceeds
  • Keeps the supervising attorney in control of every final clearance decision

Sample use cases

A partner submits a new commercial litigation matter with Acme Corp as client and Smith Industries as the adverse party.

The agent checks both names across firm systems and court dockets, surfaces a prior closed matter where the firm represented a Smith affiliate, tags it as a potential conflict, and delivers a report with draft waiver language the same afternoon.

An intake coordinator runs a check on a new transactional client tied to several related corporate entities.

The agent pulls parent and subsidiary relationships from Secretary of State registries, cross-references them against open matters, and reports a clear result with the entity map it searched.

A new matter names an adverse party the firm currently represents in another active case.

The agent flags a hard conflict, blocks the recommendation, and sends an urgent Slack alert to the conflicts committee so the matter pauses for attorney review.

A boutique firm without a conflicts desk receives a referral that needs same-day clearance.

The agent runs the full search, categorizes findings, and routes a structured report to the requesting attorney and general counsel within hours.

Key integrations

  • Clio

    Practice management system searched for prior and current matters, client records, and adverse party history.

  • iManage

    Document management system queried for engagement letters, opinion letters, and prior work product linked to any party.

  • NetDocuments

    Document management repository checked for matter documents tied to the parties under review.

  • PACER and state court dockets

    Public court records searched for prior and pending litigation involving any party.

  • Secretary of State registries

    Corporate registries used to map related entities and parent/subsidiary relationships.

  • OFAC sanctions lists

    Sanctions screening checked where relevant to the matter type.

  • Slack

    Used to post report summaries and send urgent alerts for hard conflicts.

Conflict-of-interest checking sits on the critical path for every new engagement, and a slow check delays the work clients are waiting on. By searching firm matter histories and public registries in a single pass and presenting findings in clear severity tiers, the agent compresses that bottleneck while keeping a cited trail behind every result.

Each finding includes its source, whether a matter number from the practice management system or a court docket URL, so the responsible attorney can verify it quickly. The agent flags uncertain name matches explicitly and never reaches a legal conclusion, leaving the ethics judgment where it belongs.

Getting started

  1. Import the workspace — Bring the Conflict Checker agent template into your Gamut workspace to get the full intake and reporting workflow ready to configure.
  2. Run the agent-onboarding skill — The agent interviews you about your firm, practice management and conflict systems, severity tier labels, jurisdictions, report recipients, and Slack channels, then saves the configuration.
  3. Give it a first task — Submit a real matter, for example a commercial litigation check with a named client and adverse party, and review the report it returns.

Frequently asked questions

Does the conflict checker clear matters on its own without attorney approval?

No. The agent surfaces and categorizes potential conflicts and drafts waiver language, but the supervising attorney always makes the final clearance determination. Hard conflicts block the matter until an attorney reviews them.

Which systems and registries does it work with?

It searches practice management and document systems such as Clio, iManage, and NetDocuments, plus public registries including PACER, court dockets, Secretary of State sites, bar websites, and OFAC sanctions lists. Reports and alerts post to Slack.

How is this different from manual conflict review or generic contract review software?

Unlike a manual contract review process that takes days or a generic ai contract review software tool, this agent is built for new matter intake: it searches firm systems and public registries together, categorizes by severity, and drafts waivers, turning multi-day checks into same-day turnaround.

Can it draft the waiver and consent letters too?

Yes. For consentable potential conflicts, it summarizes the conflict, identifies which parties must consent, and drafts a waiver letter citing the applicable rule, such as Model Rules 1.7 or 1.9. A qualified attorney should review the draft before use.

Does it cover the public records a contract review lawyer would check?

It runs browser-driven searches across court dockets, corporate registries, bar sites, and sanctions lists for every party. These searches are best-effort and should support, not replace, the attorney's own contract review and clearance judgment.

How much does the conflict checker cost?

The template is free to import into your Gamut workspace. You only pay for the underlying agent usage and any of your own connected systems, with no per-check fee for the conflict review itself.