Automation Tips
Maximize efficiency with JINZO's automated conflict check workflow
How Automated Conflict Checks Work
JINZO's conflict check automation streamlines your case intake process by connecting your New Legal Cases directly to your internal conflict check team, automatically tracking responses, and enabling pre-queued engagement letters for instant client outreach.
Complete Workflow
Send to Conflict Check Team
From New Legal Cases, click the Email Conflict Check Team button in the AI Conflict Check box.
What happens automatically:
- Email sent to your firm's Conflict Check Team Email (configured in Firm Profile)
- Case automatically added to CRM with status: "Checking Conflicts"
- Case appears at the top of your CRM pipeline in the Prospect/Pipeline section
Track in CRM While Checking
The case now appears in your CRM with clear visual separation from active engaged clients.
CRM Status Tracking:
- CHECKING CONFLICTSYellow badge indicates it's in the conflict check queue
- 📋Appears in Prospect/Pipeline section (separate from Active Clients)
- 📊Shows estimated value and all case details for easy reference
Conflict Check PASSES (Yes)
When your conflict check team emails "Yes" to the notification email, the system automatically updates.
What happens automatically:
- Status updates to: "Conflict Clear - Ready to Pitch"
- Case card lights up green in CRM to catch your attention
- You receive an in-app notification
- If auto-send is enabled: Pre-queued engagement letter/pitch sends immediately
Conflict Check FAILS (No)
When your conflict check team emails "No" to the notification email, the system archives the conflict.
What happens automatically:
- Status updates to: "Conflict Detected"
- Case stays in system permanently associated with your firm
- Used for future conflict detection on similar parties/entities
- Archived but searchable for compliance and reporting
Send Pitch or Engagement Letter
Once conflict check passes, you can immediately reach out to the prospective client.
Two Options:
Option A: Manual Send
Click "Send Pitch" or "Send Engagement Letter" button when you're ready. Customize the message for each client.
Option B: Auto-Send (Pre-Queue)
WHILE waiting for conflict check:Pre-write and queue your engagement letter/pitch. When conflict team says "Yes", it sends automatically - zero delay!
CRM Visual Organization
The CRM automatically organizes cases with clear visual separation:
Prospects / Pipeline
Cases NOT yet officially engaged - awaiting conflict checks or client signatures
Active Clients
Officially engaged cases with signed engagement letters
Setup Required
To enable this automation, complete these one-time setup steps:
Configure Conflict Check Team Email
Go to Firm Profile→ Enter your internal conflict check team's email address in the highlighted purple box
Set Up Email Response Detection (Optional)
Your conflict team replies with "Yes" or "No" to the notification emails. JINZO automatically detects these responses and updates case status.
Start Using Automation
From New Legal Cases, click the purple "Email Conflict Check Team" button. The case auto-adds to your CRM and the workflow begins!
Lawyer Auto-Notification Workflow
Once a case passes conflict checks, JINZO can automatically notify your best-matched lawyers and handle rejections seamlessly.
Click "Notify" Button
From the Recommended Lawyers box, click the Notify button next to any lawyer.
Group Email Sent
JINZO sends a group email including:
- You (the referring lawyer/admin)
- The lawyer being notified
- Case details and why they're a good match
Everyone can see who received the opportunity - full transparency!
Lawyer Accepts (or No Response)
If the lawyer replies "Yes"or doesn't reply within your configured time window, they're assigned to the case. Status updates automatically in CRM.
Lawyer Declines → Auto-Notify Next Best Match
If the lawyer replies "No", JINZO can automatically:
- Notify the next best-matched lawyer in the ranked list
- Track rejection history (lawyer won't see same case again)
- Continue down the list until a lawyer accepts
- Alert you if all lawyers decline
✨ Enable this in Settings → Auto-Cascade to Next Lawyer on Decline
Why This Matters:
- Never lose a case because you couldn't staff it quickly enough
- Full transparency - everyone knows who got notified
- Zero manual follow-up - system handles rejections automatically
- Track notification history for workload balancing insights
Benefits of This Workflow
Faster Response Time
Pre-queue engagement letters to send instantly when conflict clears, beating competitors
Zero Manual Tracking
No spreadsheets or email chains - all case statuses auto-update in CRM
Complete Audit Trail
All conflicts (passed and failed) stored permanently for compliance and future reference
Clear Pipeline Visibility
Instantly see which prospects are in conflict check vs. ready to close vs. actively engaged