Intake & Conflict Checks
Confidential intake forms with a recorded conflict check before a matter is opened.
Industries
Legal Practices
We build practice-management systems and secure infrastructure for law offices — confidential intake, conflict checks, matters, and deadlines kept in plain sight.
A matter needs more than a shared folder
A potential client contacts the firm, a conflict check is needed and a filing date is already close. We help the team keep intake, assigned people, documents and verified deadlines in one controlled workflow, without widening access to confidential material.
- 01
Open carefully
Capture intake and record the conflict check before engagement.
- 02
Work by matter
Keep tasks and files with the assigned team and case record.
- 03
Verify deadlines
Track hearings and filings with a clear owner for review.
Challenges we solve
Client intake handled through email and paper forms Conflict checks that depend on memory Hearing dates and filing deadlines kept in personal calendars Confidential files shared without access control
How we help
Structured, confidential client intake Recorded conflict checks before engagement Matter dockets with verified deadlines Secure document storage with role-based access
Systems we deliver for this sector
Matter Management
Matters restricted to the assigned team, with tasks, notes, and documents in one place.
Docket & Deadlines
A calendar of hearings and filings, with deadlines verified by the handling lawyer.
Secure File Storage
Versioned folders and controlled share links for privileged documents.
Ready-made option
Start with ERPat where it fits
ERPat is our own ERP platform. These modules are a practical starting point for this industry. We map your rules and integrations, configure the relevant workflows, and build what your operation needs beyond them.
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Frequently asked questions
How is client confidentiality protected?
Access is restricted by role and by matter team, sensitive data is encrypted, and changes are recorded in an audit history. We can also deploy the system on infrastructure you control.
Can you migrate our existing case files?
Yes. Migration is part of our delivery process — we analyze your current records, map them to the new system, and move them across with your team verifying the result.
Empowering Businesses with Customized Software Solutions
Tell us what you need — we typically reply within the day. Let’s build something that drives your business forward.