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Catch duplicate clients without breaking a firm's conflict check

Your client list lives in four systems, and the same client is entered differently in each. This app checks every pair against your firm's own rules and tells you merge, keep apart, or ask a person.

For the client records teamProfessional Services · Legal Services

Why it matters

Today's manual process, and the same job with the app

The person who reconciles the client master at a law firm, accountancy practice or consultancy.

✕Today's manual process

1Pull the lists from each system: practice management, billing, the CRM, the portal.
2Compare by eye matching names, addresses and dates across every pair.
3Decide case by case using judgment, a spreadsheet and whatever memory serves.
4One wrong merge hides a conflict of interest the firm can no longer see.
Every pair judged by a person

✓With the app

1Every pair is compared automatically, field by field, across all your systems.
2Each field is checked against your firm's own written rules, not a guess.
3The verdict is shown merge, keep apart, or send to a person, with the rule cited.
4Nothing merges by accident the app is built to be wrong in the safe direction.
The app checks first; people handle the rest

See it work

One real case, read by the app, step by step

Katherine Blackadder and Margaret Blackadder share a surname and an address, but they are two different clients.

Catch duplicate clients without breaking a firm's conflict checkReference appBuilt to be shaped to your process
  1. 1One address, twice Katherine Blackadder and Margaret Blackadder share 172 Lowther Row, Kendal.
  2. 2Different first names Katherine and Margaret are not the same person, despite one surname.
  3. 3Birth dates differ too 1987-09-09 and 1984-09-17 don't match. That's another reason these are separate clients.
  4. 4The firm's rule CM-4.1(c) settles it: a shared surname and address are not enough.
  5. 5The app's call Katherine and Margaret stay apart: a shared address alone is never enough to merge.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
0 of 24different clients wrongly mergedmeasured in 06 Evals →
49 of 54pairs decided correctlymeasured in 06 Evals →
25 of 30real duplicates caughtmeasured in 06 Evals →
0.34¢to check one pairmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour firm's own CM-4 clauses, thresholds and definitions of a conflict.
Your recordsWhatever your practice management, billing and CRM systems already export.
Your systemsReads from your own systems and writes nowhere without your say.
Your screensYour firm's own field names, layout and the wording your team already uses.

Want this for your team?

Talk to us

We can run this on your firm's own client lists and rules, inside your environment.

Talk to us →
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