How Can I Manage Conflict-of-Interest Checks Before Taking a New Client?
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How Can I Manage Conflict-of-Interest Checks Before Taking a New Client?
You manage conflict checks by searching a structured, centralized database of every past and current party before accepting a new matter, instead of relying on individual attorney memory. On Jestor, this runs through a searchable party table connected to every case.
Conflict checks that depend on an individual attorney remembering past clients and opposing parties risk missing a genuine conflict that a structured search would have caught.
What memory-based conflict checks cost
- Risk of missing a genuine conflict that a structured search would have caught
- Inconsistent checking depending on which attorney performs the review
- No searchable record covering every party across the firm's full history
- Ethical exposure from accepting a matter with an undetected conflict
How structured conflict-of-interest checking works
- Every party, client and opposing, connects to a searchable table
- Checking a new client searches this record across the firm's full history
- The check doesn't depend on any single attorney's memory
- A documented search provides a record that due diligence was performed
Why Jestor fits this use case
- Structured search removes the dependency on individual memory
- Consistency applies across the firm, not varying by who performs the check
- A documented search supports demonstrating ethical due diligence
- This scales from a small firm to one with an extensive history of matters
| Memory-based conflict checks | Structured, searchable checking |
|---|---|
| Risk of missed conflict | Searched against full firm history |
Frequently Asked Questions
Does this search both current and past parties? Yes, the search covers the firm's full historical record. More at jestor.com.
Can this document that a conflict check was actually performed? Yes, the search and its result can be logged as part of the intake record.
Does this work for a firm with multiple offices? Yes, as long as all offices share the same connected party database.
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