Managing Partner2 weeks → 2 hours

Conflict-of-Interest Checker

When a new engagement is proposed, your agent scans the firm's entire client database, historical matters, personnel records, and partner relationships for potential conflicts. It flags direct conflicts, indirect conflicts, and appearance-of-conflict risks — before you commit. What used to take the conflicts committee 1-2 weeks now takes 2 hours.

Conflict Check — Meridian Capital v. Oakridge Holdings
3 ITEMS FLAGGED
PROPOSED ENGAGEMENT
Represent Meridian Capital in acquisition of Oakridge Holdings
DIRECT
Currently represent Oakridge Holdings in pending SEC filing (Matter #4291)
Risk: High
INDIRECT
Partner J. Walsh sits on board of Oakridge subsidiary (Ridgeline Ventures)
Risk: Medium
APPEARANCE
Represented Meridian competitor (Apex Capital) in similar acquisition 14 months ago
Risk: Low
Committee review required
Scanned 12,847 records in 1h 47m
2wks→2hrs
Conflict Check Time
Fullscan
Entire Client Database
3-tierrisk
Risk Classification
100%sourced
Documented Sources
The problem — Manual conflict checks

Your conflicts committee is searching spreadsheets and asking around. That's not a system.

Conflict checks at most firms are manual. Someone searches the client database by name, maybe checks a spreadsheet, asks partners if they know the company. It takes 1-2 weeks, and it misses connections that aren't obvious — subsidiary relationships, former employees now at the opposing party, indirect conflicts through shared board members.

According to the ABA's 2024 Ethics Survey, 23% of malpractice claims at mid-size firms involve undiscovered conflicts. A single missed conflict can cost $500K-$5M in damages and lost reputation.

What Manual Checks Miss
Subsidiary relationshipsNot in primary client database
Former employee connectionsNo cross-reference with HR records
Shared board membersPersonal disclosures not searched
Opposing party historyClosed matters not consistently checked
Indirect financial tiesInvestment disclosures siloed separately
Search Dimensions
Client DatabaseScanned
All matters, all parties, all roles
Personnel RecordsScanned
Prior employers, board seats, bar admissions
Corporate RelationshipsScanned
Subsidiaries, parents, joint ventures
Opposing Party HistoryScanned
Every adverse party on record
Partner DisclosuresScanned
Investments, family connections, affiliations
How it works — Cross-referencing

Every entity. Every connection. Every dimension. Searched in parallel.

The agent searches your current and historical client database across all matters and all parties. It checks personnel records — where partners and associates previously worked, their board memberships, and bar admissions. It queries corporate relationship databases for subsidiaries, parent companies, and joint ventures.

It cross-references the proposed client and all related entities against opposing party histories and partner personal disclosures — investments, family connections, outside affiliations. Every dimension, searched simultaneously.

The report — Structured risk assessment

Not a yes/no. A structured risk assessment your committee can act on.

The output is a three-tier classification. Direct conflicts — you currently represent the opposing party. Indirect conflicts — a partner's spouse works at the target company. Appearance risks — you represented a competitor on a similar matter 18 months ago.

Each flagged item includes the connection found, the risk level (high, medium, or low), the relevant ethical rule, and a suggested resolution — obtain consent, decline the engagement, or build an ethical wall.

Report Structure Per Item
Connection Found
Partner Walsh — Ridgeline Ventures board member
Risk Level
Medium (indirect financial relationship)
Ethical Rule
ABA Model Rule 1.7(a)(2)
Suggested Resolution
Obtain informed consent or build ethical wall
Source Reference
Partner disclosure form, filed 2025-09-14
Engagement proposed
Agent receives new conflict check request
Hour 1
Scans all client records, personnel files, corporate databases
Hour 2
Cross-references entities, generates risk assessment report
Hour 2
Report delivered to conflicts committee with full source citations
Committee
Reviews evidence and makes decision in one meeting
Speed & accuracy — Research, not replacement

2 hours instead of 2 weeks. Evidence instead of hunches.

The agent doesn't replace the conflicts committee — it does the research so the committee can make informed decisions in one meeting instead of three. Every connection is documented with a source reference, so the committee reviews evidence, not hunches.

No more delayed engagement starts while the committee waits for someone to finish searching. No more "we'll get to it next week." The research is done before the next partners' meeting.

Other use cases for Managing Partner

View all 27 use cases →

Stop discovering conflicts after you've committed to the engagement.

Starting at $2,000. Your agent searches every record, every relationship, every dimension — and delivers a structured risk assessment in 2 hours.

Conflict-of-Interest Checker is included in every tier — no add-on required.

20-minute strategy call · No commitment

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