Intake summaries and conflict-check prep
SI turns an intake form or email into a one-page summary and a name list formatted for the firm's existing conflict-check process.
Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.
Worth knowing: Administrative support only: this is not legal advice and does not replace attorney judgment. An attorney reviews and approves anything client-facing or substantive, and client-confidential information is used only with the firm's agreements, access controls and consent. SI prepares the name list only. It does not decide whether a conflict exists, and prospective-client information gets the same confidentiality care as client information.
The problem
New-matter intake forms are inconsistent, and building the list of parties and names to run through the conflict system is slow and easy to get wrong.
What SI does
SI turns an intake form or email into a clean one-page summary, lists every person and organization named (client, adverse parties, related entities, spelling variants), and formats that list for the firm's existing conflict-check process.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Solo family-law practice
An intake email becomes a one-page summary and a list of every person named, including a last name that appears in two spellings, ready for the conflict search.
- Small commercial-litigation firm
The name list includes the prospective client, the other company, and a related entity mentioned in the email, in the format the firm's process already uses.
- Two-attorney estate-planning firm
A questionnaire becomes a summary plus a list of family members and fiduciaries named, for a person to run through the conflict system.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds client information, the firm reviews the vendor's terms, data retention and training practices, confirms access controls, and obtains any required client consent. Start with sample or de-identified material. Provide the intake form or a de-identified sample, and the column layout the conflict system expects. Setup is often a few days.
What a human still checks
- A person runs the actual conflict search in the firm's system.
- An attorney reviews the results, makes the conflict determination, and decides whether to accept the matter.
- SI never sends, files, or posts on its own.
- The firm decides what client data SI may see, and starts with non-confidential or de-identified samples when testing.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Turn this intake [paste a sample or de-identified form] into a one-page summary. List every person and organization named, including spelling variants, and format the list for this conflict-check process: [describe the columns]. Do not decide whether a conflict exists. Pause and show me before sending, filing, posting or changing anything. Use only the sample or de-identified information I provide; do not include client-confidential details.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.