Matter opening & governance
Intake, conflicts, readiness, post-opening admin and ongoing governance.
The work, broken down
8.1 Matter Intake and Submission
Choose the correct way to start a conflicts check in Intapp to match how likely the work is to proceed, and reduce duplicated data entry if the request later becomes a live matter.
8.2 Conflicts Coordination
Coordinate responses to conflicts follow-up questions and provide supporting evidence so clearance progresses with fewer question cycles and minimal avoidable delay.
8.3 Matter Creation and Readiness
Track clearance notifications and trigger the next step to ensure a cleared request becomes an opened matter with a matter number when the work proceeds.
8.4 Post-Opening Administration
Add the correct team members and complete missing administrative details so access, billing, and delivery processes operate without avoidable blockers after opening.
8.5 Commercial Setup
Confirm the correct rates and any required approvals so billing aligns to agreed commercial terms and avoids downstream correction.
8.6 Ongoing Governance and Exceptions
Update the matter record when scope changes or third parties are added so conflicts coverage remains complete and delivery can continue compliantly.
Every use case is delivered through grounded agents — anchored in real evidence, encoded rules and typed actions.