1: How do I develop the right Conflict of Interest Search Form for my firm?

You will need to decide in your law practice whether or not you will need a standalone Conflict of Interest Search Form, or if this will be a process than encompasses the whole firm.

While some firms prefer to have one form that contains every legal service available, others prefer to have customized contracts for specific practice areas. Whichever way you prefer, the key is to choose your method and then add it to your overall workflow with your Probate Practice Area.

3: Automating Conflict Checks Through Law Practice Management Software
If you choose to automate this area of your law practice, consider this. Within your law practice management software you can automate this aspect of your Active Intake process within the program. If your program does not offer this natively, you can request to add an approved integration for this service.

If you would like to learn more about this process, take a look at the training resources in our Law Practice Software Library section.