Automated Conflict Check
AI screens new leads against existing client database for conflicts of interest before consultation scheduling
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
AI screens new leads against existing client database for conflicts of interest before consultation scheduling.
How It Works
1
New Lead
Contact created with adverse party field
2
Database Search
Search all active, closed, prospective clients for matches
3
Conflict?
Name, business, or related party match
4
Route
5
Clear
"conflict-cleared" + date stamp
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.