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Matter Management and Conflict Checking Process

For a mid-size law firm with offices in both New York and California, W-Systems implemented Sugar to not only handle the CRM process but also manage their legal matter volume.

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New matters are entered into Sugar, and the Sugar user can generate an automated conflict checking memo. Sugar will automatically search previous matters for relationships with clients or adversaries to identify possible conflicts. The conflict memo is automatically distributed to the professional staff to accomplish the conflict check process.

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