Contacts and conflicts
Everyone the firm deals with, checked before the work starts
Clients, opposing parties, witnesses and other firms live in one register, so a conflict check sees every one of them and a decision is kept with the file for good.
Who uses it
What each person does with it
- Secretary
- Adds clients and other parties once, with the duplicate check before saving, and keeps their contacts, addresses, other names and relationships in one register.
- Partner
- Decides the conflict check with the results in front of them: clears it, clears it against each affected client's signed consent, or refuses the work.
- Compliance
- Works the checks waiting for a decision and the re-checks a change to the register starts, and keeps consents from lapsing unnoticed.
- Managing partner
- Checks a lateral hire's former clients against the firm's before they start, with those names kept to the people allowed to see them.
What it does
Contacts and conflicts, in detail
Marked as in the product today or still being built.
One register of parties
In the productPeople and organisations with identity numbers encrypted and revealed only on an audited request, relationships and ownership, a duplicate probe before saving and a merge that rewrites every reference.
Other names searched too
In the productFormer names, maiden names, names a party is also known as and former company names, searched alongside the name on the register.
Conflict checks kept as evidence
In the productNames alike above the firm's threshold, identity numbers and shared contacts exact, one hop of relationship, and a permanent decision with its reasons.
Consents per affected client
In the productA signed consent from each client a waiver touches, filed as a document, with its expiry, renewal and withdrawal kept on the check.
Re-checks when the register changes
In the productA party added to a working matter, a merge or a new relationship checks the matters it affects again; the firm decides whether work stops while one waits.
Lateral hire checks
In the productUp to 200 rows of a candidate's former work, pasted from a spreadsheet, checked against the firm's clients and kept behind their own permission.
Help centre
How it works in practice
The guides a firm's people use, open to anyone deciding whether it fits.
- Add a party and keep the register cleanAdd a person or an organisation once, see possible duplicates before saving, and merge two records that turn out to be the same.
- Run and decide a conflict checkCheck every proposed party against the whole register before a matter opens, and record the partner's decision for good.
- Consents and conflict waiversKeep a signed consent from every affected client, with its scope, expiry and history.
- Checking a lateral hireCheck a joiner's former work and plan the matters they must be screened from.
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.