Solo and 2-attorney firms lose cases before they start — a missed conflict check is a bar complaint, a missing IOLTA entry is a trust violation, and an engagement letter without required state language voids the fee agreement. Conflict Check & Intake Triage is the pre-flight checklist that runs one step before intake: OPC-defensible conflict scan, state-specific engagement letter, practice-area intake form, IOLTA trust ledger, and a Monday compliance report. ## What's included - **OPC-defensible conflict check** — full scan across active + closed matters by party name, opposing party, related entities; CLEAR / POTENTIAL / CONFLICT result with timestamped audit log you can produce to a grievance committee - **State-specific engagement letters** — PI (contingency fee caps CA/FL/NY, lien language, costs handling), Family (retainer disclosures, mediation notices), Immigration (scope limitations, no-guarantee language, USCIS fee separation), Estate (document lists, spousal conflict consent, no-contest clauses) - **Practice-area intake forms** — 15-section PI, 13-section Family, 14-section Immigration, 17-section Estate; generated in under 60 seconds, ready to send via email or DocuSign - **IOLTA trust ledger** — log deposits with matter ID + source, track unearned balance, immediate alert if balance drops below what the client is owed (the #1 trust violation in solo bar complaints) - **SOL alerts** — statute-of-limitations countdown at 180 / 90 / 60 / 30 days for active PI + employment + contract matters; never lose a case to a clock you forgot about - **Monday 9 AM weekly report** — new matter conflict status, engagement letters pending signature, IOLTA watch, SOL alerts, this week's filing deadlines - **Practice-area awareness** — PI (med liens, MIST cases, UM/UIM), Family (custody factors by state, QDROs), Immigration (USCIS form library, prevailing wage), Estate (state homestead exemptions, will-execution formalities) ## Limitations - **Not a practice management system** — pairs with Clio / MyCase / PracticePanther for billing + document management + time tracking; this is the compliance layer one step before intake - **Not e-filing** — generates documents; you file via your state's e-file portal (PACER, state CM/ECF, county portal) - **Not legal research** — pairs with Westlaw / Lexis / Fastcase for case law; the engagement letter language is starter, not exhaustive - **U.S.-state-bar-focused** — Canadian + UK + AU bar conflict rules differ entirely - **Solo + 2-attorney scope** — firms with 3+ attorneys + shared trust accounts should evaluate enterprise compliance tools ## Best fit Solo and 2-attorney firms in PI, family, immigration, estate planning, employment, or general practice. Especially valuable in the first 1-3 years of practice when the procedural muscle memory is still being built — one avoided bar complaint saves $5K-$30K in defense costs + months of stress, and one properly executed contingency fee agreement prevents forfeiture of your fee on a $50K-$500K settlement. At $49/mo this is rounding error on a single saved fee.
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