Generate a professional conduct checklist for lateral-partner vetting focused on conflicts of interest and misuse of privileged information in cross-border M&A deals

Generate generate a professional conduct checklist for lateral-partner vetting focused on conflicts of interest and misuse of privileged information in cross-border m&a deals for Legal Services industry

Legal Services

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Upload consolidated lateral partner dossiers including CV, last 24 months docket, current client roster with conflict codes, and existing fiduciary agreements
Select the primary countries whose regulators will scrutinize anti-corruption, data-transfer, and privilege protections in the contemplated cross-border M&A
Indicate the highest classification of privileged or competitor-proprietary data the lateral partner may have handled in their current firm
Specify client conflict/activity codes that must trigger immediate recusal and wall protocols, separated by commas
Preferred remediation pathway when an unwaivable conflict arises
List critical regulatory notification dates (pre-merger, Hart-Scott-Rodino, CMA Phase II, CFIUS timetable) in YYYY-MM-DD format
Determine the intra-firm sharing governance needed for prior privileged information the lateral brings in
Indicate size and market presence tier of the prospective firm to contextualize peak-loads of lateral-integration risk
Name the senior partners who must be notified immediately upon any privilege-waiver trigger within 4 business hours
Set the monetary threshold above which advance supervisory approval is required for the lateral partner to open new files
Define the cadence of ongoing internal audits of the lateral partner’s conflict logs post-transition
Provide any extraordinary risks (e.g., pending DOJ monitor, known whistle-blower claims) not captured by standard checklist fields