Give the role a reliable starting point.
Provide the firm’s collection rules, authorized systems, and reviewer responsible for conflict clearance.
Conflict-check data preparation
Conflict-check data preparation
Prepare names and administrative identifiers for your firm’s attorney-controlled conflict process.
Book a free consultationScope, access, and coverage are agreed with your team.
The day-to-day work
A clear queue. A useful handoff.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
- Collect approved party names
- Record spelling variants provided by the source
- Organize related entities as instructed
- Route potential matches to authorized reviewers
What comes back to your team
Work you can see and review.
Party-name worksheet
A working record with source references, current status, and the person responsible for the next step.
Source notes
A focused view of missing inputs, unanswered questions, and items that need your decision.
Reviewer handoff
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Put the role into practice
From the first brief to the final check.
A practical handoff
A company is identified by both a trade name and a legal name. The assistant records both with the source and sends the worksheet for review.
Illustrative workflow, not a client case study.Check the work before closing the loop.
Check exact spelling and source attribution. Do not treat a missing system match as clearance.
Your systems, your permissions
Fit the role to your environment.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
ClioYour conflict databaseExcelSecure intake system
Platform names describe possible working environments, not endorsements or a promise of certification.
Inside the responsibility
What conflict-check data preparation looks like in practice.
Prepare names and administrative identifiers for your firm’s attorney-controlled conflict process. The scope below connects each recurring responsibility to its source information and a checkable working record. Your team confirms the exact steps, templates, and approval limits before work starts.
Collect approved party names
Begin with the latest request and its approved source record. Check that the necessary information is present, identify the owner, and clarify conflicting details before making an update.
Working output: Party-name worksheet. Include the source reference, current status, and next owner when an item remains open.
Record spelling variants provided by the source
Use the agreed template or checklist to carry out this task. Record what was checked and the date of the action so another team member can understand the current position.
Working output: Source notes. Include the source reference, current status, and next owner when an item remains open.
Organize related entities as instructed
Keep this work connected to the wider queue. Note dependencies and unanswered questions, and use the agreed escalation route when the next step requires a decision.
Working output: Reviewer handoff. Include the source reference, current status, and next owner when an item remains open.
Route potential matches to authorized reviewers
Complete the task only when its agreed checks have passed. If an input is missing or an approval is pending, keep that status visible rather than treating the item as finished.
Working output: Party-name worksheet. Include the source reference, current status, and next owner when an item remains open.
A handoff you can act on
Keep ready work separate from unresolved work.
A company is identified by both a trade name and a legal name. The assistant records both with the source and sends the worksheet for review.
Ready for review
The agreed task is complete and the supporting information is available in your approved system. Attach or link the relevant record and identify any final reviewer before closing the item.
Review against: Check exact spelling and source attribution. Do not treat a missing system match as clearance.
Waiting on an input
Name the missing information, where it was requested, and who is expected to supply it. Keep a follow-up date visible. An unanswered request should not disappear into a completed-work total.
Starting requirements: Provide the firm’s collection rules, authorized systems, and reviewer responsible for conflict clearance.
Needs your decision
Summarize the exception and the information already checked. Ask a specific question and route it to the authorized person. Keep the original source intact while the decision is pending.
Approval boundary: Only authorized legal professionals determine conflicts, consent requirements, and acceptance.
Set the role up well
Agree what good work means before the first handoff.
Access and examples
Provide individual, approved access to the systems used for this responsibility. Share a completed example, an incomplete example, the relevant template, and a named reviewer. Sensitive working records belong in those systems, not in a public inquiry form.
Possible working environments include Clio, Your conflict database, Excel, Secure intake system. Tool access and familiarity are confirmed as part of the role brief.
Review and workload measures
Agree which measures are useful for this queue: completed items, items awaiting an input, age of unresolved work, and corrections requested by the reviewer. Review these together with actual examples; volume alone does not establish that work is accurate.
Set response expectations from your operating needs. Coverage, turnaround targets, and the amount of work assigned are agreed separately rather than assumed from the service name.
Before you start
A few useful questions.
What should we prepare for conflict-check data preparation?
Provide the firm’s collection rules, authorized systems, and reviewer responsible for conflict clearance.
How will we know what is complete?
Check exact spelling and source attribution. Do not treat a missing system match as clearance.
Which decisions remain with us?
Only authorized legal professionals determine conflicts, consent requirements, and acceptance.
Can the role work in our existing tools?
We scope the role around your approved systems, including environments such as Clio, Your conflict database, Excel. Access, training, and the final tool requirements are confirmed before the role begins.
Related support
Connect the work around this role.
New inquiry intake
New inquiry intake
Capture approved first-contact information and route it to the correct person in your firm.
Explore the service ↗
Consultation scheduling
Consultation scheduling
Arrange consultations using approved availability, prerequisites, and client communication.
Explore the service ↗
Prospective client follow-up
Prospective client follow-up
Maintain respectful, approved follow-up while an inquiry awaits information or attorney review.
Explore the service ↗
Intake document requests
Intake document requests
Coordinate attorney-approved document requests through the firm’s secure channels.
Explore the service ↗A role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.