Conflict checks that look across the whole matter book
A firm whose conflict-check process relied on each partner remembering which parties the firm had acted for.
The situation
A law firm whose conflict-check process depended on institutional memory: each partner recalling which parties the firm had previously acted for, and against.
A conflict search was a query someone had to think to run. Related corporate entities were missed because the names differed, and clearing a conflict left no record of what had actually been searched.
The rule Ceertia applies
Flag any party on a new matter that appears as an adverse party in an existing matter.
How it runs
The case arrives from whoever sends it, with the conflict-check records, party lists, engagement letters, matter descriptions, corporate group data and prior matter records. Anything missing is flagged on receipt.
Each rule returns a verdict with its evidence: what Ceertia saw, where, and why it concluded. Every verdict is stored with its rule version, source excerpt and timestamp. A use case that reads the party list from the new matter and compares each name against every party in the existing book, including adverse parties. A match is flagged with both matter references cited, and the search itself is logged.
Your team keeps the decision, on sourced evidence, with a full audit log.
What changes in the work
- A conflict search was a query someone had to think to run.
- Related corporate entities were missed because the names differed.
- Clearing a conflict left no record of what had been searched.
- Every party on a new matter is checked against the entire matter book.
- A match is flagged with both matter references as evidence.
- The search itself is logged, so the clearance can be evidenced later.
Your team keeps the decision, on sourced evidence, with a full audit log.
A litigation team assembling filings from client papers, expert reports and exhibits, under deadlines that do not move.
Read the case LegalMatter intake that keeps pace without a paralegal per matterA firm opening matters at volume, each requiring the same engagement papers before any work could be billed.
Read the case