Matters → Conflict checks helps the firm review names and relationships before new work is accepted. Use it as part of your firm's established conflict process.
Prepare the search
Gather the client, counterparty and other relevant names. Search for the names and variants your firm's process requires. A spelling variation may matter when assessing a result.
Review the results
Inspect potential matches in context rather than relying on a name alone. Consider the underlying client, contact or matter information that your permissions allow you to see.
Follow the firm's decision process
The tool supports a review; it does not replace the firm's professional conflict assessment. Escalate potential matches to the appropriate decision maker and retain the outcome according to your internal process.