Client Intake & Conflict Screening for Law Firm Administrators with Aderant
Run client intake & conflict screening on autopilot inside Aderant.
The Problem
Every new Mid-Size Law Firm Ops lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in Aderant
AI runs the conflict check against Aderant, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Aderant — uses the native API or agent integration so nothing leaves the system of record.
Aderant Integration Approach
Audit your Aderant configuration
We map the specific Aderant objects, custom fields, and workflows the automation needs to touch for your mid-size law firm ops practice.
Build on the Aderant API or agent
Integration happens inside Aderant — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Aderant with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this client intake & conflict screening automation work natively in Aderant?+
Yes — we build directly on Aderant's API or agent integration. Your data stays in Aderant, your law firm administrators keep the same login and UI, and there's no parallel system for the team to learn.
What Aderant configuration do we need before deployment?+
We work with your existing Aderant setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for mid-size law firm ops teams.
Can Aderant handle client intake & conflict screening on its own?+
Aderant handles configuration; AI handles judgment. Native Aderant workflows route deterministic tasks; our automation layer adds the AI judgment Aderant doesn't ship out of the box — document classification, exception triage, drafting.
Is Aderant the right tool for client intake & conflict screening for law firm administrators?+
Aderant is widely used among mid-size law firm ops teams precisely because of its data model around client intake & conflict screening. We've deployed this workflow on Aderant for similar firms and the integration is well-trodden.
What's the typical ROI of client intake & conflict screening automation in Aderant?+
For mid-size law firm ops firms running Aderant, automation typically pays back inside the first quarter — measured against the loaded cost of the law firm administrator hours absorbed. Higher volumes deploy faster.
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See this running in your Aderant instance
30-minute call. We'll look at your actual Aderant setup and show exactly how this workflow fits.