Conflict & Jurisdiction Screening
Screen for conflicts and jurisdiction before a case reaches an attorney
During intake, Reflekt Legal captures the parties, the adverse parties, the location and the matter type, and flags what needs an attorney’s eyes before a consultation is booked.
The Problem
Conflicts found after the consult are the most expensive kind
Most firms find out a matter is conflicted or out of state only after an attorney has already invested time in it.
The conflict surfaces mid-consult
An attorney is an hour into a consultation before the adverse party is named and the firm realizes it cannot take the matter.
The matter is in the wrong state
A prospective client is scheduled, prepared, and interviewed before anyone asks where the incident happened.
The details were never written down
Party names and venue are mentioned on the first call but never captured, so the conflict check starts from scratch later.
Captured at Intake
What’s captured on the first call
The AI asks matter-specific questions and records the facts a conflict check and a jurisdiction decision depend on.
Parties and adverse parties
The names of the people and companies involved, including who the prospective client is claiming against.
Location and venue
Where the incident happened and where the prospective client lives, so jurisdiction is known before scheduling.
Matter type
The kind of case being described, matched against the practice areas your firm actually handles.
Date of incident
When it happened, captured alongside the other facts an attorney needs to evaluate the matter.
After the Call
What happens next
Every matter is directed based on what was captured, so attorneys only see the ones that are ready for them.
Out-of-jurisdiction matters are routed to referral
If the incident or the caller falls outside the jurisdictions your firm serves, the matter is directed to your referral process instead of your consult calendar.
Flagged matters are marked for attorney review
When the parties or facts suggest a possible conflict, the matter is flagged in the call summary that syncs to your CMS so an attorney reviews it before anything else happens.
Everything else proceeds to scheduling
Matters that are in-jurisdiction and unflagged move straight to consultation booking, with the captured details attached.
Scope
This complements, not replaces, your conflict check
Reflekt Legal captures the data and raises the flag. It does not run your formal conflict check and it does not decide whether the firm can take the matter. That remains your firm’s process and your attorneys’ call. What changes is timing: the names, the venue, and the matter type are already in front of the reviewing attorney before a consultation is booked, not after one has happened.
Captures party and adverse-party names on the first call
Flags matters that need attorney conflict review
Routes out-of-jurisdiction matters to referral
Leaves the formal conflict check and final decision with your firm
Frequently asked questions
What is conflict screening at intake?
Conflict screening at intake means collecting the names of the parties involved in a prospective matter, including adverse parties, during the very first conversation, and flagging the matter for attorney review when those names suggest a possible conflict. Reflekt Legal captures this information on the first call so it is available before a consultation is scheduled.
Does this replace our formal conflict-check process?
No. Reflekt Legal captures party names, location, and matter details and flags matters that need attention. Your firm still runs its formal conflict check, and an attorney still makes the final decision on whether to take a matter. The screening at intake exists to give that process the information it needs earlier, not to replace it.
How does jurisdiction screening work?
During intake the AI asks where the incident happened and where the prospective client is located. Matters that fall outside the jurisdictions your firm serves are routed to your referral process rather than to your consultation calendar.
What information is captured on the first call?
The names of the parties and adverse parties, the location or venue of the incident, the type of matter, and the date of the incident, alongside the matter-specific intake questions your firm configures.
Where do flagged matters show up?
Flagged matters are marked in the call summary that Reflekt Legal writes into your CRM or case-management system, so the attorney reviewing new intake sees the flag alongside the captured details.
Catch conflicts on the first call, not the first meeting
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