Conflicts

Acted against this party before?
Search every record in one go.

Search a prospective client and every party against the firm’s contacts, matters, court cases, contracts, compliance clients and intakes at once. Each check is kept as a dated record of what was found and who cleared it.

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Use it for
  • New corporate client

    5 partiesone cleared check

    ContactsCourt casesContracts

  • Litigation briefs

    1 respondent list3 hits to review

    Opposing partySimilar nameMatter

  • Name variants

    “A. K. Sharma”Anil Kumar Sharma

    InitialsCompany suffixesHonorifics

  • Client file records

    1 cleared checka printable report

    SearchedHitsDecisionNote

What Conflicts does.

Every record, one search

Contacts and matter parties, court-case parties, contract parties, compliance clients, and pending or declined intakes, searched together.

Catches near-matches

“M/s Acme Private Limited” matches “ACME Pvt. Ltd.”, and “A. K. Sharma” matches “Anil Kumar Sharma”. Honorifics and company suffixes are stripped before names are compared.

Exact matches too

A matching e-mail or phone number is an exact hit, whatever the name. PAN and CIN are matched against earlier intakes.

Graded by role

An adverse party who is your client, or a new client who has been on the other side from one, is flagged as a conflict. A repeat client is shown but not counted against you.

Mark each hit

For every match, record not the same person, same and relevant, or same and not relevant, with a note.

Clear, waive or decline

Only a manager of the matter, the intake owner or an admin can decide, and a note is required. Declining an intake’s check closes the intake.

Frozen for the file

Hits are saved as they stood when the check ran, and the original verdict is kept after it is cleared. Every change is tracked. Print a report for the client file.

Runs where work starts

Checks run on their own when an intake is submitted and when parties are added to a matter. If a source can’t be searched, the check is marked incomplete, never clear.

Need-to-know

Everyone sees that a relationship exists, but matter names and links stay hidden from people who can’t open those matters.

How it works.

  1. 1
    Enter the partiesAdd the prospective client and every adverse party, related party and opposing counsel, with e-mail, phone or PAN if known.
  2. 2
    Review the hitsSee each match with where it was found, how it matched and how serious it is, and mark each one.
  3. 3
    Clear, waive or declineRecord the decision with a note. The check stays on file, with a printable report.
New check · Rao Capital LLP · Share acquisitionCheck results · Conflict · 3 hitsResolve · Rao Capital LLP · Share acquisition
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Enquiry to invoice: intake, conflicts, clients, tasks, time and billing.

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