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Law Firm Conflict of Interest Checker

aka “Conflict Checker

Run conflicts in seconds instead of hours

Searches your local files, emails, contacts, and matter history for potential conflicts of interest when a new client or matter comes in. Fuzzy matching catches name variations. Flags related entities and corporate affiliates. No cloud upload required — everything stays on your machine.

House RecipeWork5 min setup
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INGREDIENTS

✉️Email

PROMPT

Create a skill called "Conflict Checker" for a lawyer. Maintain a searchable index of all client names, adverse party names, related entities, and key contacts from my local matter folders, email history, contacts, and any CSV/spreadsheet files I point you to. When I provide a potential new client's name, adverse parties, and related entities, search the entire index using fuzzy matching (catch variations like "LLC" vs "Inc", abbreviations, misspellings, and maiden/married names). For each potential match, show me the match confidence, the source file/email, the matter it relates to, and whether the match is a client, adverse party, or related entity. Generate a conflict clearance report I can save to the matter file. Flag any matches above 70% confidence for manual review.

How It Works

When a potential new client contacts your firm, you need to check every

current and former client, adverse party, and related entity for conflicts.

This skill searches everything on your local system — fast, thorough, and

confidential.

What You Get

  • Fuzzy name matching across all local files, emails, and contacts
  • Corporate affiliate and related entity detection
  • Search across matter files, engagement letters, billing records, and email history
  • Conflict report with match confidence scores and source references
  • Clearance memo generation for the matter file
  • Ongoing conflict monitoring as new parties are added to matters

Setup Steps

  1. Point the skill at your matter folders, contacts, and email archive
  2. Run an initial index (one-time, may take a few minutes for large archives)
  3. When a new matter comes in, provide the client name, adverse parties, and related entities
  4. Review the conflict report and resolve any flagged matches

Tips

  • Fuzzy matching catches "Smith Industries" vs. "Smith Industries LLC" vs. "J. Smith Ind."
  • Re-run conflicts when new parties are added to a case (amended complaints, third-party defendants)
  • Keep the index updated — run a nightly re-index or trigger on new file creation
  • Generate the clearance memo for every matter — it's your audit trail if a conflict surfaces later
Tags:#legal#conflicts#ethics#intake#malpractice-prevention