Generate a red-flag-trigger annotation overlay for the Conflict-of-Interest Checklist that highlights relationship hits between opposing counsel and current firm Q3 2024 active matters

Generate generate a red-flag-trigger annotation overlay for the conflict-of-interest checklist that highlights relationship hits between opposing counsel and current firm q3 2024 active matters for Legal Services industry

Legal Services

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Allowed: CSV, XLSX, XLS

Max size: 10MB

Upload your firm's Q3 2024 active-matter roster (typically a CSV/Excel report from your practice-management system like Elite, Aderant, or Clio)

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Allowed: CSV, XLSX, XLS, JSON

Max size: 25MB

Upload the current firm-wide relationship matrix or prior-matter spreadsheet showing attorneys, clients, and opposing counsel for the last 5 years (often pulled from Conflicts or Intake databases)
Select the practice area(s) within which to run the conflict scan (different conflict rules may apply)
Define which relationship scenarios should be annotated as red-flags (based on ABA Model Rule 1.9 and local variants)
Indicate the audience who will review the annotated overlay so that format and depth of annotations can be adapted
Select the governing jurisdiction(s) whose conflict rules will be referenced in the annotations (may differ from seat of arbitration or client's domicile)
Format in which the annotated checklist overlay will be delivered for downstream use
Select the firm-defined risk tolerance that determines when an annotation should escalate to a mandatory management review
Add any special facts, informal client agreements, parallel arbitrations, or varying billing arrangements that could influence the conflict analysis (e.g., unusual confidentiality agreements, non-party financing arrangements, shared vendors)