COMPLIANCE

Automated Conflict Checking

Instantly identify and mitigate potential conflicts of interest across your entire firm, ensuring ethical compliance and protecting your practice.

We used to spend hours manually searching spreadsheets for conflicts, terrified of what we might miss. Now, Max gives us a definitive, firm-wide conflict report in seconds.

Bank-Level Security
Setup in Minutes

The Solution

Friday 4:50 PM — A Last-Minute Corporate Client Calls

Corporate lawyer Sarah Chen receives an urgent call from 'Innovate Corp' seeking representation in a dispute against 'Synergy Tech'.

1
4:51 PM — Initiate Conflict Check

Before agreeing to representation, Sarah opens MaxLex and initiates a firm-wide conflict check for 'Innovate Corp' and 'Synergy Tech'.

2
4:51 PM — Max Scans All Data

Max instantly cross-references the names against every client, matter, and contact in the firm's history, including records from a recently merged firm.

3
4:52 PM — Potential Conflict Flagged

Max flags a potential issue: a partner in another office represented 'Synergy Tech' in an unrelated IP matter three years ago.

Indirect conflict found in 45 seconds
4
4:53 PM — Sarah Reviews the Details

Sarah clicks to view the old matter, confirming it was minor and is now closed. She determines it does not pose a legal or ethical conflict.

5
4:54 PM — Document and Proceed

Sarah adds a note to the conflict report explaining her analysis and conclusion, clears the flag, and confidently calls 'Innovate Corp' back to begin the engagement.

Total time for Max: 4 minutes. Without Max: A frantic, multi-hour manual search and a risky delay in client engagement.

What's Included

Everything you need to streamline this part of your practice.

Comprehensive Search

Searches across all contacts, cases, and related parties in your MaxLex database, including past and present clients.

Phonetic & Fuzzy Matching

Finds potential conflicts even with misspellings or name variations using advanced phonetic and fuzzy search algorithms.

Instant Alerts

Receive immediate notifications when a new contact or case entry flags a potential conflict, allowing for proactive resolution.

Detailed Conflict Reports

Generate exportable reports detailing the nature of any found conflicts, providing a clear audit trail for compliance.

How It Works

Get started in minutes, not hours.

1

Initiate a Search

Enter the names of individuals and companies you need to check. You can run a check at any time, or it can be triggered automatically during client intake.

2

Max Scans Everything

Max's AI instantly scans your entire firm's database—every contact, matter, and associated party—for direct and indirect relationships.

3

Review Potential Hits

A clear, concise report shows any potential conflicts, highlighting the exact relationships and matters involved for your review.

4

Clear or Document

Mark conflicts as resolved, or document the steps taken to mitigate them, creating a permanent record for your firm's protection.

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