Conflict Check Worksheet

A text-comparison worksheet for surfacing potential conflicts between a new prospective matter and your existing client list. Meant to supplement, not replace, your firm's conflicts procedure.

Not a complete conflicts check. Does not access any conflicts databases or make ethics determinations. You remain solely responsible for compliance with your state bar's rules.

This is the one tool where placeholder-first doesn’t help — name matching is the whole point. So be deliberate about what you paste. Options: (a) paste the real names (the tool needs them to match, and we don’t log content); (b) maintain internal client IDs and paste those if your firm uses a cross-reference; (c) limit the existing-client list to the subset plausibly relevant and redact the rest. The worksheet output is a list of fuzzy matches for you to review against your authoritative records.

Parties, opposing parties, nature of representation

Client name (or ID), matter description, opposing parties — one per line

Output will appear here once the tool runs.