Preliminary Conflict Check

Conflict screening report{{REPORT_VERSION}}

Prepared by the firm’s AI conflict-screening assistant. This is a preliminary screen of the sources searched — it requires review and sign-off by a qualified solicitor before the firm acts.

01 Matter header

Proposed client	{{PROPOSED_CLIENT}}
Associated party	{{ASSOCIATED_PARTY}}
Capacity (proposed)	{{CAPACITY}}
Matter type	{{MATTER_TYPE}}
Role in matter	{{ROLE_IN_MATTER}}
Governing law	{{GOVERNING_JURISDICTION}}
Applicable conduct rules	{{APPLICABLE_CONDUCT_RULES}}
Contact — phone	{{CONTACT_PHONE}}
Contact — email	{{CONTACT_EMAIL}}
Address on file	{{ADDRESS}}
Date / time of check	{{CHECK_DATE}}
Check requested by	{{REQUESTED_BY}}
Actionstep matter opened?	{{ACTIONSTEP_MATTER_STATUS}}

02 Scope searched

Names & identifiers searched

{{IDENTIFIER}}

Sources

{{SOURCE_GLYPH}}{{SOURCE_TEXT}}

03 Results — matches found

04 Preliminary status

05 Recommended next steps

{{STEP_TEXT}}

Disclaimer — preliminary AI-assisted screen only. This report was produced by an AI conflict-screening assistant. It is not legal advice and does not constitute a determination that a conflict does or does not exist. It is limited to the sources searched and the information provided at intake. A qualified solicitor must review and sign off on this report before the firm takes any step in relation to this matter. {{CONDUCT_RULES_CLAUSE}} This document is confidential and should be filed against the prospective matter record.

Searches performed — {{SEARCHES_PERFORMED}} · {{CHECK_DATE}}