Conflict Checks Tips

January 3, 2023

Reading time: 2 minutes

As lawyers, we often look forward to the next client and the next case.  However, in our rush to entertain a new business opportunity, a proper conflicts check may be neglected.

Rule 1.7 of the ABA Model Rules of Professional Conduct states that “a lawyer shall not represent a client if the representation involves a concurrent conflict of interest.  A concurrent conflict of interest exists if:

  1. the representation of one client will be directly adverse to another client; or
  2. there is a significant risk that the representation of one or more clients will be materially limited by the lawyer’s responsibilities to another client, a former client or a third person or by the personal interest of the lawyer.”

The key to properly avoiding conflicts is to have a robust conflicts check policy and consistently apply it.  Today’s sophisticated billing software allows you to run party names to reveal any conflict or prior representation of the parties.  Now that nearly all case filings are done electronically, you can confirm your conflicts check by checking case filings in your local jurisdiction.  (This may even help you avoid an unsavory client!)  Finally, circulate a conflicts check around your firm with a twenty-four hour response deadline.  You may not know who your partners have represented in the past.  Or, perhaps they have already spoken to the opposing party in your potential case. 

Make sure your staff is able to implement the policy to properly screen potential clients before you speak to them.  This saves you time, and more importantly, may protect an existing client relationship.  By not taking a call or meeting with a potential client in which you learn confidential information about the case, you could still represent your current client without being conflicted out. 

Though it may seem tedious, the obligation to perform a proper conflicts will save you time, money, and client relationships. 

Additional Law Firm Management content

Law Firm Management

So, how do you craft a meaningful billing entry that gets you paid and protects against future claims?  It is as easy as 1-2-3. 

Law Firm Management

After all, there is nothing sweeter than the sound of a closed file- especially one that has been lingering for years. But before sending the file to the shredder or pushing boxes into a dusty warehouse, consider your firm’s file closure policy.

Law Firm Management

When it comes to file retention, you may feel as if you need a Scully and Mulder level investigation before you feel comfortable destroying old client files. Despite many law practices attempting to transition to paperless offices or just clean up the file room at the end of the year, many lawyers struggle to let go of those dusty Redwells for fear of violating the rules related to file retention and destruction.

Information provided by AttPro Ally is not intended as legal advice. This publication provides best practices for use in connection with general circumstances and ordinarily does not address specific situations. Specific situations should be discussed with legal counsel licensed in the appropriate jurisdiction. By publishing practice and risk prevention tips, Attorney Protective neither implies nor provides any guarantee that claims can be prevented by the use of the suggested practices. Though the contents of AttPro Ally have been carefully researched, Attorney Protective makes no warranty as to its accuracy, applicability, or timeliness. Anyone wishing to reproduce any part of the AttPro Ally content must request permission from Attorney Protective by calling 877-728-8776 or sending an email to [email protected].

© 2023 AttPro Ally. All rights reserved.