Midsize Firm Full Walkthrough, step by step

• Priya starts with a Quick Check, the short first version of a request. She names the new client, the two companies on the other side, and describes the work.
• It goes straight to the conflicts team. The request gets its own number (QC-…) and the search gets a search number (S-…), so anyone can cite exactly which search was run.

Why: lawyers often need to know whether they can take a call before they have every detail. A quick check answers that without a full form.

• The search matches names loosely on purpose: misspellings, nicknames, former names and related companies all count. Each hit shows why it matched and how risky it looks.
• Dana decides every hit herself. Meridian Energy is a current client, so she marks it "Waiver needed". Hits that turn out to be different companies are cleared.
• The results message to the lawyer is drafted from her decisions, without AI, and she reads and edits it before it goes.

• Dana records the waivers the matter needs: one from the new client and one from each of two current clients.
• Each consent is drafted from the firm's template. The draft goes to a reviewing lawyer as a task. The lawyer can edit it by typing in the draft and approves it, and the reviewer's name is kept.
• The draft warns when it names someone the recipient is not cleared to hear about, so confidential details do not leak to another client.
• Consent requests go out with a private link, automatic reminders, and a record of exactly what was sent.

• Rosa sees the results come back and turns the Quick Check into a New Business Form. Its parties, search and hit decisions carry forward, so nothing is retyped and nothing is reviewed twice.
• She fills in the matter details, including the practice area and the records area. The records area decides which document folders are set up when the matter opens.
• Name fields for lawyers and staff suggest people as she types. A suggestion is accepted with Tab, and nothing is filled in on its own.

• Rosa adds three parties learned since the quick check: Northgate's parent company, a carrier and an insurer, then sends the form to the conflicts team.
• Only the new parties need fresh review. The earlier decisions are kept, and the new search gets its own search number linked to the first one.
• On the form, the Task Action box is ticked from the analyst's decisions, and the summary names the waivers still outstanding.

• The sign-off route comes from the firm's own approval rules. Here that is the practice group leader, then finance, then general counsel.
• Each approver sees the matter and every searched party in front of them, and signs off in turn.
• If an approver has a disclosed interest in a party, for example shares in the company on the other side, the software keeps them off the route. It says why, sends the step to an alternate approver, and tells both people.

• Once approved, the matter can be opened straight away. It gets a client.matter number (011072.0001 in the video), and its document folders can be used.
• It shows as "Open · billing on hold" until the signed engagement letter and waivers are on file.
• The billing record for the firm's accounting system (Aderant in the video) is prepared with the hold noted. Aderant stays the billing system.

Why: work often has to start before every signature is back. Opening and billing are kept separate, so the file is usable while the paperwork catches up, but no time can be billed until it does.

• The engagement letter is drafted for review, and its conflicts clause asks the client for informed written consent.
• Conflion never signs or e-signs for anyone. A letter counts only when signed copies are uploaded, with each signer named: the client and the responsible lawyer for the firm.
• Each waiver recipient sees only the summary prepared for them, and returns a signed copy through their link or by upload.
• With the letter and every waiver in, the billing hold clears by itself and the matter is open for billing.

• When the case settles, Priya sends a Change Form asking to close the matter. She confirms the final bill has gone out and the trust balance is zero.
• The conflicts team signs off and makes the change.
• The matter is closed, and the file is kept for seven years under the litigation retention policy.