Find conflicts before they find you.
COIxist connects to the systems your firm is already using and searches every record, every relationship, every risk, so you don't have to.
From intake to
clearance in minutes.
Submit a New Check
Enter client details or upload intake documents. Our parser auto-extracts party names, roles, and relationships from PDFs and DOCX files.
Automated Deep Search
Seven matching strategies fire simultaneously across your firm's connected systems — DMS, ERP, CRM, compliance databases, and screening services — all at once.
Review & Clear
Matches surface with human-readable explanations, risk scores, and recommended actions. Make clearance decisions with full confidence and complete audit trails.
100% on-premise. Zero data exposure.
COIxist runs entirely within your firm's infrastructure — we never receive, store, or have access to your data. There is no cloud, no third-party server, and no path for a breach on our end. When you choose to connect external services like SEC EDGAR or D&B, those queries go directly from your network to theirs — that's your firm's decision, on your terms.
Every conflict.
Every angle.
Every time.
Seven distinct matching strategies run simultaneously on every check — analyzing names, entities, and relationships from every angle to surface conflicts others miss.
One System, All Your Data
COIxist connects to the systems your firm already pays for — your DMS, ERP, CRM, HR, and compliance tools — and searches them all simultaneously. No data migration, no duplicate entry. Every check, every result, and every decision is tracked in a single searchable archive.
Multi-Strategy Matching
Seven simultaneous matching algorithms — exact, fuzzy, phonetic, corporate affiliate, identifier, officer/director, and alias — leave no conflict undetected.
Document Auto-Extraction
Upload engagement letters or intake forms in PDF, DOCX, or spreadsheet format. COIxist automatically extracts party names, roles, and key fields — no manual data entry.
Ethical Walls
Information barriers with approval workflows, user acknowledgments, violation tracking, and a dedicated compliance dashboard.
Waivers & Engagement Letters
Generate waiver and engagement letters from templates, collect electronic signatures, and track expiration — all within the same system where the conflict was identified.
Complete Audit Trail
Every action logged with full context. Every decision traceable. Every clearance defensible. Built for regulators, designed for practitioners.
Your attorneys shouldn't spend their day checking conflicts.
What takes hours of manual cross-referencing across disconnected systems takes COIxist seconds. One click, every source, every match — done.
Connects to the systems
your firm already runs on.
COIxist integrates with your document management, ERP, CRM, HR, and compliance systems — pulling data from every corner of your firm so nothing slips through.
Ready to eliminate
conflicts of interest?
See COIxist in action. Schedule a personalized demo and discover how automated conflict checking can protect your firm.