Risk Management

Conflict of Interest Checks

Screen new matters against your entire database to identify potential conflicts before engagement.

< 3s
Check Time
AI
Matching
100%
Checks Logged
SRA
Compliant

Comprehensive Screening

Check new clients and matters against all current clients, former clients, opposing parties, related entities, and associated individuals in your database.

Comprehensive Screening

Smart Matching

Fuzzy matching, phonetic matching, and AI-powered entity resolution. Catches name variations, trading names, and indirect relationships.

Smart Matching

Compliance Trail

Every check is logged with results, reviewer decisions, and any waivers granted. Full audit trail for SRA compliance and PI insurance.

Compliance Trail

Why Choose This Feature

Full database screening
AI-powered fuzzy matching
Indirect relationship detection
Complete audit trail
Waiver management and documentation

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