Use your firm's conflict-check process before accepting the work or collecting unnecessary confidential detail. Ask for relevant names and entities, check your records and assess the result. A marketplace match is not a conflict decision.
Understand the situation and prepare
Explain why you need names before hearing the full facts. Consider related organizations and earlier work where relevant. If the result is uncertain, pause and follow your firm's procedure or seek professional guidance. Do not reveal another client's confidential information when explaining why you cannot act. Record the decision and any appropriate communication to the prospective client.
Treat the request as an input to your firm process
Identify the parties and matter context needed for your conflicts procedure before treating an enquiry as accepted work. A marketplace can organize the names and request, but it cannot establish every relevant relationship or your firm's professional position. Apply the appropriate checks to the actual facts and record the decision through your process.
A practical example
Illustrative example: A request names a company but the proposed work concerns several related parties. Ask for the necessary clarification through an appropriate channel and check it against your firm's records. A matching or non-matching name on one screen is not a complete assessment of whether you may act.
Questions to settle before the next step
Decide what information may be received while the position is being checked and who can authorize the next step. Explain a decline without disclosing another person's information. Repeat or extend the process when parties or scope change; an earlier acceptance is not a universal clearance for future work.
Your next steps
- Identify relevant parties and related entities.
- Search and assess using the firm's approved process.
- Escalate uncertain or potentially conflicting results.
- Record the decision before accepting the work.
How LegalMart can help
A clearer path from enquiry to engagement
LegalMart brings you the enquiry and the requested service. That is a starting point for screening, not a reason to skip it. Use the request context to identify the work and confirm what further information is appropriate.
Tools for the work behind the service
Workplace organizes matters and associated records. Those records may support your assessment, but they are not a complete conflict register covering every relationship across your practice. Keep the professional decision within your established process.
Use LegalMart for your next step
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What to keep in mind
Automatic comprehensive conflict checking is not a LegalMart feature. Account access, a lawyer listing or service acceptance does not prove that a conflict has been cleared.
Helpful sources
Read more from these official sources. Rules and services can change; check the current information before acting.