Lawyer Conflict of Interest Software

PRODUCTS - Conflict Avoidance

In an age where mergers and acquisitions are commonplace, law firms have an increasingly difficult time deciding whether potential customers represent a conflict of interest for the firm.  FSLI’s Conflict Avoidance module is a conflict of interest software that provides a systematic and thorough approach to testing a new entity’s conflict potential.  PD Partner allows your firm to formally, or informally, search its active and historic client base, related parties and even related party biographical information to discover potential conflict situations. 

Power: Every client and matter in the PD Partner system is automatically flagged for conflict checking.  The integration with the time and billing software module is real-time (no re-keying of data). Each case may have an unlimited number of related parties, all of which are automatically included in conflict searches.  This thorough approach to conflict indexing ensures maximum protection against taking on a new case where a conflict exists.

Speed: PD Partner’s Conflict Avoidance system uses a set of indexed tables to store every key word and its relationship to a file or party.  When searches are performed, they are run against these indexed tables as opposed to the traditional full text search.  The result, search hits are retrieved in seconds rather than minutes, even on large databases.

Flexibility: The Conflict Avoidance system was designed to support both informal searches and formal case intake searches.  From his or her desk, an attorney can simply type in a Company Name or an individual’s SSN and peruse any potential hits.  These informal searches DO NOT add data to the conflict tables unnecessarily.  However, when a case intake person opens a matter or creates a conflict record, the data is written directly to the conflict system for future searches. 

Above all else, the system was designed to be adaptive, to works the way your firm works.  Some firms prefer to enter a formal conflict search first to test the waters, then associate all conflict material with a Time and Billing software file if opened.  Other firms prefer to start with a matter and build from there. PD Partner’s Conflict Avoidance system works equally well in either scenario.

Searching: Boolean logic allows your firm to define the information you are seeking and narrow the criteria.  Logical relationships between terms are expressed by the connectors NEAR and ADJACENT.  For example, searching for “asbestos adjacent to litigation” will find instances where the words “asbestos” and “litigation” appear together.  Using the NEAR operator with these two words will return all records where these two words exist in the same data field in a record.

Your firm may also limit searches by defining the maximum number of matches per keyword and per search.  Also, initial search results may be further narrowed online by removing certain search criteria and having immediate access to the new list of “matches” or “hits”.

By providing the firm with controls to refine and restrict searches, PD Partner's Conflict  system can be used to dissect very large databases with precision to uncover potential lawyer conflict of interest issues.

Result: The power, flexibility and ease-of-use of PD Partner’s Conflict Avoidance System will provide your firm with a reliable mechanism to assess the potential conflict probability of any new party.  The firm will be able to confidently decide on new business opportunities.  Finally, your firm will be able to move the business forward to new levels of performance without the constant worry of a lawyer conflict of interest law suit.