Lexidesk doesn't run the conflict check itself. Your team still does that. What the AI does is collect the information you need to run it, before a consultation is ever booked.
How it works
During the intake call, the AI asks the caller for the opposing party's name. We can configure your agent so it will not offer to schedule a consultation until that information has been collected.
If the caller is hesitant or asks why we need it, the AI explains it the way your team would, using language like:
"I need to make sure we are not currently representing the other party involved in your matter."
Once captured, the opposing party name is included in the call summary and pushed into whichever system you are integrated with (Clio, Lawmatics, HubSpot, etc.) alongside the rest of the intake data. Your team then runs the conflict check on your end as usual, and proceeds accordingly.
FAQs
Does the AI actually decide if there is a conflict?
No, the AI does not decide. It only collects the opposing party name and passes it to your CRM. Your team runs the conflict check and confirms or cancels the consultation from there.
Can I turn off the conflict check question?
Yes, you can. If your firm does not need it, we can configure the agent to skip it entirely or only ask it for specific case types.
What if the caller refuses to give the opposing party's name?
If the caller refuses or does not know, the AI still captures the rest of the intake and flags the missing information in the call summary so your team can see it clearly.
Our recommendation is to book the consultation anyway. Conflicts are rare, and the cost of cancelling a consult on the off chance one comes up is far lower than losing a qualified lead up front. You can configure the agent either way: book by default when the opposing party is missing, or hold off until your team has reviewed the call.