How does MiOpsAI handle intake and conflict-check coordination?

MiOpsAI treats intake as a structured pipeline with clean handoffs between the intake coordinator, the responsible attorney, and the conflict-check process, without ever attempting to make the conflict-check decision itself. The decision stays with the attorney and the conflict-check tool.

Inbound inquiries land in a shared intake queue with LizziAI drafting an acknowledgment in the firm's voice, gathering the operational facts (name, contact info, general matter type, geography, prior firm relationships if the caller volunteers them), and never attempting to gather substantive detail that would touch legal advice territory. When the caller starts describing their situation in substantive detail, LizziAI redirects with a message about wanting to make sure an attorney addresses it directly.

Conflict-check routing is a handoff, not an action. LizziAI packages the operational intake record and routes it to the intake coordinator or paralegal responsible for running the conflict check inside your existing conflict-check system. MiOpsAI does not run the conflict check itself and does not maintain a shadow copy of the party database. When the conflict-check comes back clear or shows a hit, the intake coordinator updates the operational record and LizziAI drafts the next-step communication (engagement letter routing, alternative referral, or decline letter) for attorney approval.

Deadline tracking around the intake pipeline is built in. If an inquiry has been sitting in "awaiting conflict check" for more than the firm's threshold, it surfaces on the intake coordinator's queue. If an inquiry has been sitting in "awaiting attorney response" past the firm's SLA, the responsible attorney gets a nudge. The measurable win is that intakes stop falling through cracks between systems, which is where most firms lose the highest-value prospects. See LizziAI capabilities for the intake shape.