From Chaos to a Single Source of Truth
The Problem
Law firms have an ethical obligation to ensure new clients don't conflict with existing ones. Yet, many firms still rely on manual spreadsheets and "reply-all" email threads. This process is slow, prone to human error, and leaves your firm exposed to avoidable risk.
The ClientOnB Solution
We unify the entire conflict check process into one guided workflow. From the attorney who initiates the inquiry to the partners who review it, everyone operates within a secure, structured system. It creates an audit-ready record for every decision made.
Why Leading Firms Choose ClientOnB
Direct Email Response
No Login Required. Reviewers receive a secure email with a "Conflict / No Conflict" link to submit decisions instantly.
Audit-Ready Compliance
Maintains a permanent, timestamped history of every inquiry, comment, and decision for complete accountability.
Automated Routing
Automatically routes inquiries to the correct reviewers based on practice areas, ensuring the right eyes are on the matters.
Automated Screening
Local Background Checks. Automatically screens names against your firm’s internal conflict database the moment an inquiry is created.
A Clear Path to Resolution
Our streamlined workflow minimizes friction while maximizing compliance, allowing your firm to onboard clients faster and with more confidence.
Create & Screen
An attorney enters prospective client details. The system automatically runs a background check against internal records to identify immediate matches.
Notify
The system instantly triggers notifications to all designated reviewers via secure, encrypted email links.
Respond
Partners click high-response links in their email to submit findings, eliminating the need for platform logins.
Finalize
The system automatically records results, flags potential issues, and generates a final compliance report.
Trusted by Legal Professionals
"ClientOnB cut our conflict turnaround time from days to hours, and gave us an audit trail our partners trust."
Managing Partner
Mid-Size Litigation Firm"The direct email replies are a game-changer. Partners respond quickly without logging into another system."
Operations Director
Corporate PracticeSecure Your Firm’s Ethical Obligations.
Join the legal teams that rely on ClientOnB to run fast, consistent, and audit-ready conflict checks.
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