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# How Can I Keep a Record of Conflict Checks for New Clients?
- URL: https://blog.jestor.com/record-conflict-checks-new-clients/
- Published: 2026-10-13T21:21:24.000Z
- Updated: 2026-10-13T21:21:24.000Z
- Author: Bruno Bannach

You can **keep a record of conflict checks for new clients** by requiring a conflict check request before any new engagement, searching existing clients and related parties, documenting the result and decision and blocking engagement until the check is approved.

In **Jestor**, clients, related parties and conflict checks are connected and searchable.

## Why are conflict checks often informal?

In small firms, conflict checks are done by asking colleagues or searching emails. Results are not documented.

A conflict discovered after the work starts can damage relationships and create professional risk.

Without records, the firm cannot show that a check was done.

## What problems does conflict check tracking solve?

- Checks skipped or done informally
- Related parties not searched
- No record of the decision
- Engagements started before the check
- Difficulty answering audits or questions

## How do I record conflict checks in Jestor?

1. **Create a conflict check request** with prospect and related parties.
2. **Search existing clients and parties** in Jestor.
3. **Record the result**: No conflict, Potential conflict, Conflict.
4. **Document the decision** and who approved it.
5. **Block onboarding** until the check is approved, with a validation.

| Result             | Next step                     |
| ------------------ | ----------------------------- |
| No conflict        | Proceed with engagement       |
| Potential conflict | Partner review                |
| Conflict           | Decline or follow firm policy |

## Who decides on potential conflicts?

Decisions follow the firm's policies and professional rules, defined by partners.

Jestor records the search, the result and the decision; the judgment remains with the firm's professionals.

## Why use Jestor for conflict checks?

- **Searchable parties**: clients and related parties in one base.
- **Documented results**: every check recorded.
- **Validations**: onboarding blocked until approval.
- **Permissions**: sensitive information restricted by role.

## What else helps you keep a record of conflict checks for new clients?

- Keeping related parties updated during engagements improves future checks, since new names are added as the work progresses.
- A dashboard of pending checks helps partners decide quickly and avoid delaying new clients.
- Partner approvals should be quick but documented. A short review step with a clear deadline prevents conflict checks from delaying new engagements.
- The approval record also protects the firm if the decision is questioned later.

This is how you keep a record of conflict checks for new clients with confidence.

## Frequently Asked Questions

### Can onboarding be blocked until the check is done?

Yes. Button validations can require an approved check.

### Can I try it free?

Yes. Jestor offers a free account at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

### Does Jestor decide if there is a conflict?

No. Partners decide; Jestor records searches and decisions.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**.

Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.