Conflict Check Worksheet

A text-comparison worksheet for surfacing potential conflicts between a new prospective matter and your existing client list. Meant to supplement, not replace, your firm's conflicts procedure.

Not a complete conflicts check. Does not access any conflicts databases or make ethics determinations. You remain solely responsible for compliance with your state bar's rules.

This is the one tool where placeholder-first doesn’t help — name matching is the whole point. So be deliberate about what you paste. Options: (a) paste the real names (the tool needs them to match, and we don’t log content); (b) maintain internal client IDs and paste those if your firm uses a cross-reference; (c) limit the existing-client list to the subset plausibly relevant and redact the rest. The worksheet output is a list of fuzzy matches for you to review against your authoritative records.

Parties, opposing parties, nature of representation

Client name (or ID), matter description, opposing parties — one per line

Excel, CSV, PDF. Up to 3 files, 10 MB each.

Output will appear here once the tool runs.

Questions people ask first

Does this replace my firm's conflict-check procedure?

No. This is a text-comparison worksheet — it surfaces overlaps between a new matter description and your existing client list. It does not replace running names through your case management system, calling parties, or doing the substantive conflicts analysis that's your professional responsibility.

What does it actually catch?

Same-name matches, similar-name matches (typos, transliterations, married names), and substantive overlaps in matter description that suggest a potential conflict — adverse party, related entity, prior representation in a similar matter.

Should I paste real client names into this?

Yes — the tool is built for it, and the comparison only works on real text. The input is sent to Anthropic's API, not stored on Prevaldi servers. But it goes off your machine. If your firm's policy forbids client names leaving your network for any reason, run the Redactor first and substitute placeholders.

Will it flag things that aren't actually conflicts?

Sometimes — common surnames especially. The tool errs toward flagging more rather than fewer. Treat every flag as “look at this,” not “this is a conflict.”

What format should my client list be in?

Plain text, one client per line, with a short matter description if you have it. No need for a structured export — copy-paste from your case management system works fine.