Matter intake and conflict review

Step by step

1. Open matter Matter Coordinator

   The Matter Coordinator creates a numbered matter with a subject, organization, counterparty and assigned owner. The record starts in intake, with an opening date and enough context for review.

   • Creates a numbered intake record with an owner
   • Updates Matters, Organizations, Clients, Team members

2. Check the counterparty Supervising Attorney

   The Supervising Attorney examines the linked client and the evidence available for the relationship. The reviewer may ask for more information before deciding.

   • Presents the relationship for review
   • Updates Clients, Matters

3. Clear conflict Supervising Attorney

   The reviewer records a dated clear, conflict or more information decision with supporting evidence. Clearance is a human decision before the team proceeds with engagement.

   • Keeps the outcome, reviewer, date and evidence
   • Updates Conflict reviews, Matters
   ApprovalA person approves before the work moves on.

4. Record engagement Matter Coordinator

   The coordinator records the engagement reference, agreed fee and jurisdiction where they apply. Work can move into an engaged and then active state under the agreed policy.

   • Keeps the engagement reference and active work state
   • Updates Matters

Matter Coordinator

Prepares the intake; Supervising Attorney makes the conflict decision; App Administrator maintains access; Auditor reads authorized history.