Client Intake & Conflict Screening for Real Estate Attorneys with ResWare
Run client intake & conflict screening on autopilot inside ResWare.
The Problem
Every new Commercial Real Estate Law lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in ResWare
AI runs the conflict check against Qualia, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running ResWare — uses the native API or agent integration so nothing leaves the system of record.
ResWare Integration Approach
Audit your ResWare configuration
We map the specific ResWare objects, custom fields, and workflows the automation needs to touch for your commercial real estate law practice.
Build on the ResWare API or agent
Integration happens inside ResWare — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in ResWare with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this client intake & conflict screening automation work natively in ResWare?+
Yes — we build directly on ResWare's API or agent integration. Your data stays in ResWare, your real estate attorneys keep the same login and UI, and there's no parallel system for the team to learn.
What ResWare configuration do we need before deployment?+
We work with your existing ResWare setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for commercial real estate law teams.
Can ResWare handle client intake & conflict screening on its own?+
ResWare handles configuration; AI handles judgment. Native ResWare workflows route deterministic tasks; our automation layer adds the AI judgment ResWare doesn't ship out of the box — document classification, exception triage, drafting.
Is ResWare the right tool for client intake & conflict screening for real estate attorneys?+
ResWare is widely used among commercial real estate law teams precisely because of its data model around client intake & conflict screening. We've deployed this workflow on ResWare for similar firms and the integration is well-trodden.
What's the typical ROI of client intake & conflict screening automation in ResWare?+
For commercial real estate law firms running ResWare, automation typically pays back inside the first quarter — measured against the loaded cost of the real estate attorney hours absorbed. Higher volumes deploy faster.
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See this running in your ResWare instance
30-minute call. We'll look at your actual ResWare setup and show exactly how this workflow fits.