Tired of manually checking for conflicts of interest every time you open a new matter?
I’ve got a game-changing solution for you.
In my latest video, I show you how to build an automated conflict checking system inside Clio Manage using Make.
Here’s what it does:
✅ Automatically checks all contacts on new matters against your database
✅ Creates tasks for potential conflicts, with all relevant information included
✅ Saves hours of manual work for your team
The best part? You don’t need to be a tech wizard to set it up.
I walk you through the entire process step-by-step, from setting up the automation to running your first conflict check.
Plus, I’m giving away free templates to get you started right away.
Want to streamline your conflict checks and free up your team’s time?
Click to get access to the free Make template here.
