Paralegal how-to
How to Run a Conflict Check
Conflict checks protect clients and the firm’s ethical obligations.
Quick answer
Conflict checks protect clients and the firm’s ethical obligations. In short: collect; search; review, then complete the remaining steps below.
Step by step
Collect names of the prospective client, opposing parties, related companies and key witnesses.
Search the firm’s conflict database for each name and variations.
Review any hits for current or former representation.
Document the results.
Report potential conflicts to the responsible attorney for decision.
Record the new matter and parties in the database once cleared.
Safety reminders for paralegals
- Protect client confidentiality and privileged information
- Avoid giving legal advice: refer questions to attorneys
- Use secure systems for sensitive files
- Double-check deadlines to protect clients
Key terms
Pleading · Complaint · Motion · Discovery · Interrogatories · Deposition: see the full paralegal glossary.