Comley Legal Admin (Comley Legal) asked a question.
How best can I do a Conflict of Interest Check on a client
How best can I do a Conflict of Interest Check on a client
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Comley Legal Admin (Comley Legal) asked a question.
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Hello Comley Legal, Conflict Checking involves many variables and those are heavily affected by the method of entry of each user. As such, advice on how to go about it will differ from firm to firm. We are in fact working on an application that may automate some aspects of a Conflict Search. Our advice would be to search both the Card List and the Matter List utilising the 'Advanced Search' functionality. Review a full date range copy of the Trust Audit Trail and using Ctrl+F to search would also be recommended. There are various internal controls that should be employed by practices, such as notifying all staff regularly of new matters or requesting that review. Your local Law Society / regulatory body will generally have guidelines on other issues to consider.