Build your conflict review intake.

How to build your conflict review intake

1. 1

   Describe the job

   Collect the information a qualified reviewer needs for a conflict-check handoff.

2. 2

   Review the first version

   Choose how the legal operations coordinator records the enquiry reference and how the qualified matter reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your conflict review intake

• Keep the enquiry reference in context

  Keep enquiry reference, party reference, review owner, information scope, decision and restricted note together so the next person can understand the request or record.

• When the next step needs a decision

  A new enquiry names a party already present in another matter. Flag it for restricted human review without revealing the unrelated matter to the requester.

• Keep restricted note visible

  Keep the intake restricted until the responsible reviewer records a decision.

• Choose what each person needs

  Give the legal operations coordinator a working view and the qualified matter reviewer a review view. Keep enquiry reference and party reference attached to the decision as the work moves between them.