Legal OS for Advocates
Guide #8: Client CRM & Retainers
How to manage client onboarding, dispute conflict checks, log billable hours, and issue professional retainer agreements.
4 min read•Billing•Updated October 2026
1.Run an Automated Conflict of Interest Check
Before accepting a new client matter, navigate to `CRM > Conflict Check`.
Controls:Run Conflict CheckParty Search Bar
- Type the prospective party or opponent name.
- Briefly searches all past and active firm matters to verify no ethical or representation conflicts exist.
Chamber Authentication Required
Step 1 is shown above as a preview. All remaining procedural steps, litigation blueprints, and interactive controls require an active chamber or firm login.
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