CONFLICT CHECKING

Relational Integrity Verification

Automated party relationship analysis across every matter, contact, and lead in your firm. Ethical compliance enforced at the system level.

NEW CONFLICT CHECK

New Matter Intake
R. Dalton
Apex Holdings LLCJohn DoeHon. R. MartinezDr. S. Patel
Run Check
Searches across 2,341 records

CHECK RESULTS — 5 MATCHES

PartySourceMatterRoleStatus
Apex Holdings LLCMatter Parties2025-CV-0847Opposing PartyConflict
Apex Industries Inc.Contacts2025-EM-0661DefendantPotential
Apex Capital GroupLeadsLead-0294Prospective ClientPotential
Hon. R. MartinezMatter Parties2025-CV-0847JudgeClear
Dr. S. PatelContacts2025-CV-0847Expert WitnessClear

ETHICAL WALL — ACCESS CONTROLS

Partners
All matters, all data, admin controls
Full Access
Associates
Assigned matters only, no billing admin
Restricted
Paralegals
Document access, no financials
Limited
External Counsel
Ethical wall — zero visibility
Blocked

Fuzzy Name Matching

Entity resolution catches variations like "Apex Holdings" vs "Apex Holdings LLC" vs "Apex Hldgs" across your entire database.

Historical Search

Conflict checks run against both active and closed matters. Ten-year retention for malpractice defense compliance.

Waiver Tracking

Document conflict waivers with dates, parties, notes, and approving attorney. Full audit trail for bar compliance.