Features · Conflicts & compliance
Conflict checks and compliance, before a consultation is booked
Every new matter is checked against your client and adverse-party list before an appointment is confirmed. When a conflict can’t be ruled out on the call, the agent holds the time provisionally for you to confirm or release, instead of booking blindly. And if a conflict is found, the caller gets a courteous decline, with no confidential details disclosed.
14-day free trial. No credit card, nothing auto-charges.
- BasalixBefore I book this, I need to check for conflicts. Who is the other party involved?
- CallerThe other driver, Mark Dawson, and his insurer.
- BasalixThank you. I’ll hold a consultation time for you while the firm confirms there’s no conflict, and we’ll email you once it’s confirmed.
- BasalixYou’re penciled in for Thursday at 2:00 p.m., pending that check.
- Checked against adverse-party list
- Match uncertain — time held provisionally
- Firm confirms or releases
Without it
How conflicts get caught today
The conflict surfaces too late
Intake books the consultation, and someone notices the adverse party is an existing client only when the file is opened.
No one runs the check after hours
Nights, weekends and overflow calls get booked first and checked Monday, if at all.
A decline that says too much
An off-the-cuff “sorry, we act for the other side” discloses exactly what it shouldn’t.
What it does
A conflict check before every booking
On the same call, before any consultation is confirmed.
- Hears the parties
- Client list
- Adverse parties
- No match: books it
- As normal
- Can’t rule it out: holds it
- Provisional hold
- You confirm or release
- Conflict: declines discreetly
- Courteous decline
- Nothing confidential disclosed
Every check, hold and decline is recorded on the matter.
What’s included
How conflict checks work
The check runs on every matter, on the same call, before any consultation is confirmed.
Checked before booking
Once you switch the check on, every new matter is checked against your client and adverse-party list before an appointment is confirmed.
Your list, kept current
You keep it up to date in the dashboard; the agent matches the names it hears on the call.
Clear matters book normally
When there is no match, the consultation books as usual.
Provisional holds
When a conflict can’t be ruled out, the time is held instead of booked and flagged for your team to confirm or release.
Discreet decline
If a conflict is found, the caller gets a courteous decline, with no confidential details disclosed.
Compliance trail
Every check, hold and decline is recorded on the matter for your compliance file.
Phone and chat, both languages
Works on the phone and in web chat, in English and Spanish, like the rest of the intake.
Plans
On every plan
Conflict checking and compliance holds are part of the intake, not an add-on.
- Solo Intake
- Conflict check, provisional holds and discreet decline
- Firm Intake
- The same, for a team of up to 20
- Multi-office / 10+ attorneys
- The same, across offices and matters
- Extra cost
- None
Prices, minutes and limits for every plan: compare all plans.
Setup
Set up in minutes
Step 1
Add your parties
Import or enter your client and adverse-party list, and keep it current from the dashboard.
Step 2
Choose the response
Decide what happens when a conflict can’t be ruled out: hold the time for review, or decline.
Step 3
Review the holds
Provisional holds land in the dashboard for your team to confirm or release, with the matter in front of them.
Step 4
Keep the trail
Every check, hold and decline stays on the matter record for your compliance file.
Try it on your own firm: 14-day free trial, no credit card.Start free trial
FAQ
Questions about conflicts & compliance
Your client and adverse-party list, which you keep current in the dashboard. The agent matches the names it hears on the call against that list before confirming a consultation.
The agent holds the consultation time provisionally instead of booking it, and flags the matter for your team. You confirm the booking or release the time; the caller is told the time is pending confirmation.
A courteous decline. The agent does not name the conflicting party or disclose any other confidential detail — it says the firm can’t take the matter and ends politely.
Yes. Every conflict check, provisional hold and decline is recorded on the matter, so you have a trail for your compliance file.
Catch the conflict before the consultation.
14-day free trial. No credit card, nothing auto-charges.