# Law Firm Conflict Check: Candidate Matches in Minutes

Source: https://maito.app/workflows/search-past-matters-for-possible-conflicts

Maito pulls party names from a new enquiry, searches past matters under name variants and posts possible matches with sources for the attorney to rule on.

New parties are searched across your matters under every spelling, with the source of each hit for the lawyer.

[Legal](https://maito.app/workflows/team/legal) · [Law firms](https://maito.app/workflows/industry/law-firms) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Gmail
-   Microsoft 365
-   Superhuman Mail

## How 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

1.  Normalize the names and variants
2.  Search matter records
3.  Show each possible match and its source
4.  Record the lawyer's decision

## Example

Loop run: New email in intake@northstar.example

**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

When something happens Search past matters for possible conflicts

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

### Does it say there is no conflict?

No. It posts candidates and sources only. A person decides and records the outcome.

### How does it search past matters?

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.

### Does it message the prospective client?

No. It only posts in Slack. Anything sent to the enquirer waits for your approval.

## More legal workflows

-   [First pass on a contract Get the risky clauses flagged against your standard terms before legal reads it. Legal · When you ask Works with Box.](https://maito.app/workflows/first-pass-on-a-contract)
-   [Sort incoming NDAs Standard NDAs get approved fast; unusual ones go to legal. Legal · When something happens Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/sort-incoming-ndas)
-   [Answer "can we do this?" from approved guidance Teams get legal answers from your approved policies, with a lawyer on hard ones. Legal · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-can-we-do-this-from-approved-guidance)
-   [Draft from approved templates Get a first draft of an agreement from your approved templates and clauses. Legal · When you ask Works with Box.](https://maito.app/workflows/draft-from-approved-templates)
-   [Track contract dates Know when contracts renew, expire or need notice. Legal · On a schedule Works with Box.](https://maito.app/workflows/track-contract-dates)
-   [Summarize a long agreement Get the key terms of a long agreement on one page. Legal · When you ask Works with Box.](https://maito.app/workflows/summarize-a-long-agreement)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fsearch-past-matters-for-possible-conflicts)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
