Accounts and contacts
Maintain the people and organisations associated with your practice.
CONTACTS & CONFLICT CHECKS
Start with the people behind the matter.
Maintain accounts and contacts alongside your legal work. Bring conflict checks into the intake process so relevant relationships can be reviewed before the team proceeds.
Keep contact information connected to the work.
Contact details lose value when they are scattered across personal address books and isolated records. LitDesk brings the relevant people and organisations into the matter-management process.
Matter context
Connect relevant contacts with the matters they concern.
Conflict review
Include conflict checks as part of the intake workflow.
Team continuity
Give authorised colleagues a shared record to work from.
Make intake a deliberate process.
Record the prospective matter and relevant contacts. Complete the appropriate conflict review before progressing the intake process, then connect the accepted matter to its responsible team.
Conflict checks support professional review. They do not replace the legal team’s judgement or guarantee that every possible conflict has been identified.
Questions about contacts & conflict checks.
Does a conflict check automatically clear a matter for acceptance?
No. Conflict checks support the review process; the responsible legal professionals determine whether and how the matter should proceed.
Are contacts managed separately from matters?
Contacts and accounts are maintained as part of the platform and connected to relevant matters, helping staff keep the relationship context available.
See how this fits your practice.
Walk through your team’s requirements and explore how LitDesk can support the work.