Setting Up a Conflicts System
Your conflict system, whether manual or computerized, requires a centralized index, book, or database, in which conflicts can be checked.
Although it is possible to use a manual conflict checking system, there is tremendous value in using a centralized computerized conflict checking system. This is particularly so as your practice grows. You need routine procedures to check for conflicts before opening a file and before you receive any confidential information from a potential client.
You should use a conflicts of interest checklist. A sample checklist is available at the LSBC website. For a conflicts system to work, it needs to be integrated into the other systems in your practice, and no file should ever be opened or work performed on a file until the conflicts search has been performed.