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.
INGREDIENTS
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
- Point the skill at your matter folders, contacts, and email archive
- Run an initial index (one-time, may take a few minutes for large archives)
- When a new matter comes in, provide the client name, adverse parties, and related entities
- 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