Conflict Check and Intake Support
Virtual assistants who perform thorough conflict of interest checks and support your ethical compliance processes.
Conflict of interest screening is an ethical obligation that every law firm must take seriously. Failing to identify conflicts before taking on a new client can result in disqualification, malpractice claims, and disciplinary action. DocketHire provides virtual assistants who perform thorough conflict checks as part of your intake process, searching your firm's databases and records to identify potential conflicts before a new matter is opened.
Our assistants follow your firm's conflict check procedures precisely. They search client databases, opposing party lists, and related entity records using the names and information gathered during intake. They document their findings in a standardized conflict report and flag any potential issues for attorney review. For firms with complex corporate client relationships, our staff can perform multi layered searches that account for subsidiaries, affiliates, and related parties.
A robust conflict check system protects your firm and your clients. DocketHire assistants maintain your conflict database by ensuring all new clients, opposing parties, and related entities are entered accurately and consistently. They help establish and refine your conflict check procedures so that every new matter is screened before work begins. With dedicated support for this critical function, your firm can grow its client base with confidence.
Key Tasks
- Search firm databases for potential conflicts of interest
- Screen new client and matter information during intake
- Prepare conflict check reports for attorney review
- Maintain and update the firm's conflict database
- Enter new clients, opposing parties, and related entities into records
- Perform multi party and corporate affiliate conflict searches
- Document conflict waivers and ethical wall procedures
- Flag potential conflicts and escalate to supervising attorneys
- Audit existing records for completeness and accuracy
- Support new matter opening procedures after conflicts are cleared
Tools & Platforms
How It Works
Review Your Process
We learn your firm's conflict check procedures and database systems.
Screen Every Matter
Your assistant performs thorough conflict searches on every new intake.
Maintain Compliance
We keep your conflict database current and your procedures consistently followed.
Related
Get started with Conflict Check and Intake Support
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