Search past matters for possible conflicts
New parties are searched across your matters under every spelling, with the source of each hit for the lawyer.
Legal · Law firms · When something happens · Updated
Works with
- Slack
- Gmail
- Microsoft 365
- Superhuman Mail
Slack
Gmail
Microsoft 365
Superhuman MailHow do you run a law firm conflict check?
To run a law firm conflict check, forward new enquiries to the workspace address. Maito pulls the party names, searches your matters under name variants and aliases, and posts possible matches in Slack with the source of each. It never rules a conflict in or out. The attorney records the decision.
How it's done today
Staff search the matter system for each name variant by hand.
What Maito does
- Normalize the names and variants
- Search matter records
- Show each possible match and its source
- Record the lawyer's decision
Example
Loop run: New email in intake@northstar.example
Possible matches for ENQ-2210 (Daniel Cho v. Initech Corp, Peter Gibbons). Initech Corp • Matter 2024-118: Initech Corporation, adverse party, closed Mar 2025 • Matter 2026-044: Initech Holdings LLC, current client • Intake note on 2026-044 lists 'Initech Corp' as a subsidiary Peter Gibbons • 'P. Gibbons', witness, matter 2023-077 Catch: the current-client hit is the one that matters. Aliases came from the matter notes, not the entity names, so a plain name search would miss it. From the matter search. These are candidates, not a conflict ruling.
@Maito Hold the enquiry. I'll talk to the partners, no message to Mr. Cho yet.
Recorded: reviewed by Claire, decision pending, enquiry held. Nothing sent to Mr. Cho.
Maito (10:20 AM):
Possible matches for ENQ-2210 (Daniel Cho v. Initech Corp, Peter Gibbons).
Initech Corp
• Matter 2024-118: Initech Corporation, adverse party, closed Mar 2025
• Matter 2026-044: Initech Holdings LLC, current client
• Intake note on 2026-044 lists 'Initech Corp' as a subsidiary
Peter Gibbons
• 'P. Gibbons', witness, matter 2023-077
Catch: the current-client hit is the one that matters. Aliases came from the matter notes, not the entity names, so a plain name search would miss it.
From the matter search. These are candidates, not a conflict ruling.
Claire (10:31 AM):
Hold the enquiry. I'll talk to the partners, no message to Mr. Cho yet.
Maito (10:32 AM):
Recorded: reviewed by Claire, decision pending, enquiry held. Nothing sent to Mr. Cho.
How to set it up
- Ask your agent
“When a new enquiry arrives in intake@northstar.example, pull the party names, search our matters for possible matches under variants and post them in #conflicts with the source. Never say there's no conflict.”
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
- Use practice management software
- Clio
- Dentrix
- Jane
No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault.
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can only match what is in your matter records. A missing alias or an unrecorded relationship will not show up.
Questions
No. It posts candidates and sources only. A person decides and records the outcome.
Through a skill that signs in to your practice management software with a login stored in the Vault. It also searches aliases mentioned in matter notes.
No. It only posts in Slack. Anything sent to the enquirer waits for your approval.
