Conflicts
Updated May 13th, 2025
Designed to be imported as extra tasks into existing work types. Covers Conflict of interest checks, including own interest conflict, acting for borrower and lender, outsourced services and acting for 2 or more clients in the same or related matter. Our conflict assessment will prompt the fee earners to think about all possible conflicts and record them appropriately meeting requirements of many accreditations.
Task 1 Conflict of InterestAllocate a Custom Questionnaire
Conflict of Interest Initial Checks
Allocate a Custom Questionnaire
Own Interest Conflict Assessment
Allocate a Custom Questionnaire
Conflict of Interest Own InterestrnAppears when ‘Is there an Own Interest Conflict’ = Yes
Display a message to the user
Own Interest Conflict – You Cannot Act for this clientrnAppears when ‘Is there an Own Interest Conflict’ = Yes rnrn
Allocate a Custom Questionnaire
Conflict of Interest Multiple Clients rnAppears when ‘ 2+ Clients instructing in same or related matter’ = Yes
Allocate a Custom Questionnaire
Conflict of Interest Multiple Clients Assessment rnAppears when Do exceptions apply = Yes
Allocate a Custom Questionnaire
Conflict of Interest Same Objective rnrnAppears when ‘ Clients are Competing for the Same Objective = Yes
Allocate a Custom Questionnaire
Conflict of Interest Common InterestrnrnAppears when Clients have a Substantially Common Interest = Yes
Allocate a Custom Questionnaire
Conflict of Interest ConfidentialityrnrnAppears when rnConflict with Duty of Confidentiality = YesrnANDrn2+ Clients instructing in same or related matter = Yesrnrn
Allocate a Custom Questionnaire
Conflict of Interest Outsourced ServicesrnrnAppears when Outsourced Services = Yes
Allocate a Custom Questionnaire
Conflict of Interest Grant of Mortgage rnrnAppears when Matter Involve Grant of Mortgage = Yes
Edit Multi-Record Dossier
Conflict Related People rnrnAppears When rnIs there an Own Interest Conflict = Yes rnORrn2+ Clients Instructing in same or related matter = YesrnOR rnDoes Matter Involve Grant of Mortgage = YESrnORrnOutsourced Services = Yesrnrn
Set Dossier Field
Conflict exists = Yes rnrnWhen rnIs there an own Interest Conflict = YesrnOrrn2+ Clients Instructing in same or Related Matter = YesrnORrnConflict with Duty of Confidentiality = Yes
Set Dossier Field
Able to Act = No rnrnWhen rnIs there an Own Interest Conflict = Yes
Allocate a Custom Questionnaire
Conflict of Interest Decision
Display a message to the user
“Conflict Exists – unable to act for client” rnrnwhen Able to Act = No
Allocate a Custom Questionnaire
Conflict of Interest Able to ActrnrnWhen Able to Act = Yes rnANDrnConflict Exists = Yes
Send Standard Document
Send Standard Document
Will run when Is There an Own Interest Conflict = YesrnORrn2 + Clients instructing in same or related matter = Yes rnOR rnDoes Matter Involve Grant of Mortgage = Yes rnORrnOutsourced services = Yesrnrn