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The Problem
To better understand the importance
of preemptive conflict checking,
first consider the following
example.
A potential client contacts an
attorney at your firm. The
attorney gathers information,
including names of relevant parties,
and performs a preliminary conflict
search. No potential conflicts
are found and the "new client"
process is started.
Shortly thereafter, another
potential client (who just happens
to be adverse to the potential
client who called earlier) contacts
a different attorney at your firm.
This attorney also gathers
information and performs a conflict
search. As before, no
potential conflicts are found, and
the "new client" process is started
for this party as well.
The problem is, both attorneys were
searching a database that was not
current. When the second set
of conflict searches was performed,
the information from the first
client had not yet been entered into
the database. The mistake will
be discovered - maybe within hours,
maybe within days. It all
depends on the processes and
procedures of the firm.
Manual
Solutions
There are manual processes that
could help avoid the problem just
described. Unfortunately, they
are labor intensive, prone to error,
and not often utilized.
For example, after performing an
initial conflict search, the
attorney could then immediately
enter those names into the database
as "pending". Then later,
someone could go back and link those
names to the actual client once it
has been established. It does
solve the problem, but is not very
efficient.
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Automated
Solutions
Preemptive Conflict Checking is a
process that can search names that
have already been established in
your billing and conflict database,
plus any "pending" names located on
intake forms that have yet to be
processed or accepted.
Rather than hand-writing information
on preprinted client intake forms,
you enter the same information
on-line via electronic forms.
Within seconds of entering names on
the form, LSS automatically adds
them to the conflict database as
"pending". LSS Workflow then
performs a thorough conflict search
of both established and other
pending names.
Finally, when the client is
established (by importing the form
into billing), the system will
automatically update the "pending"
names by linking them to the new
client number.
Protection
and Efficiency
LSS Workflow with Preemptive
Conflict Checking will provide your
firm with greater protection against
missed conflicts. And it helps
you become more efficient and more
productive at the same time.
More Information
Visit our Software Details
page for information about
other LSS
Financial and Case Management features.
more >>
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