MatterGate is a pre-engagement conflict and matter-clearance tool built for modern law firms. It helps lawyers identify potential conflicts before a new client or matter enters the firm's active workflow by screening clients, opposing parties, related entities, former clients and existing matters against the firm's relationship records. Instead of simply returning a match, MatterGate explains why a relationship was flagged, traces it back to its source, and gives the responsible lawyer the information needed to make an informed decision. The system combines AI-assisted entity and relationship extraction with structured, rule-based screening, while keeping the final decision firmly with the lawyer. It also supports review and escalation, information barriers, re-screening when a matter changes, and an auditable clearance record. MatterGate is built around a simple principle: before a firm says yes to a matter, it should know what it is already connected to.
Mattergate
Know before you say yes
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About the Project
Practice Areas
Key Features
Pre-Engagement Conflict Screening — Check prospective clients and connected parties before accepting a matter.
Safe Intake — Screen basic party information before collecting sensitive matter details.
Firm-Wide Relationship Search — Search current/former clients, matters, entities, lawyers and adverse parties.
Name Matching — Detect name variations, abbreviations, aliases and former names.
AI Entity Extraction — Extract people, companies, parties and relationships from documents.
Relationship Graph — Visually map connections between clients, entities, individuals and matters.
Potential Conflict Detection — Flag current-client, former-client, adverse-party and related-entity relationships.
Evidence-Based Flags — Show exactly why each potential conflict was identified and its source.
Lawyer-in-the-Loop Review — Let the responsible lawyer make the final clearance decision.
Clear / Escalate / Decline Workflow — Record the firm's formal response to each flagged matter.
Ethical Wall / Information Barrier — Restrict specified lawyers or teams from accessing a matter.
Continuous Re-Screening — Automatically re-check matters when parties or circumstances change.
Screening History — Maintain a chronological record of every conflict check and review.
Audit Trail — Record who searched, what was found, who reviewed it and what decision was made.
Matter Clearance Record — Generate a professional, PDF-ready record of the screening and decision.
Source Traceability — Show the internal record or relationship supporting every significant match.
Practice-Area Support — Cover Corporate, M&A, Disputes, Arbitration, Banking, Insolvency, Real Estate and other firm practices.
Partner Dashboard — Give partners a clean view of pending, cleared, escalated and re-screening matters.
Global Search — Search clients, matters, entities, individuals, adverse parties and lawyers from one place.
Demo Mode — Demonstrate the complete conflict-to-clearance workflow using realistic fictional law-firm data.
Help Needed
Yes. I am looking for feedback on this and how to make it more functional