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LegalMeridian & Shaw

Intake That Catches Conflicts Before the Partner Meeting

Conflicts caught pre-call: 100% of new matters

Admin time per intake −35 minutes

Zero post-engagement declines in six months

The challenge

New matters were opened in email. Conflict checks happened after the first call, which is how you get an embarrassing decline.

What we shipped

A matter intake form wired to the conflicts database, with privilege-safe fields and a partner queue for edge cases.