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How conflict checks work

Cedent screens for potential conflicts of interest by comparing the people on a new or existing matter against everyone you already work with. It is a screening aid that surfaces overlaps for your judgment — not a substitute for your firm’s own conflicts process.

  • At intake. When you start a new matter, Cedent checks the prospective client and opposing party before you open the matter, so a conflict surfaces up front.
  • On a matter’s parties. A matter’s Parties can be checked at any time, and are checked as the matter is created, comparing each party against the people on your other matters.
  • The same email address appearing on another matter — the strongest signal.
  • A matching name on another matter, allowing for small differences in spelling.
  • The other side. At intake, Cedent also checks whether you already represent the party who would be on the opposing side here — the adverse-representation case that is easy to miss.
  • Clear — no overlap found with the people on your other matters.
  • Flagged — one or more potential overlaps, listed with the matter and the reason (a matching email or name). On a matter’s parties, each party carries its own status — Clear, Flagged, or still Checking — and a banner summarizes how many have been checked.

A person’s entry in the people directory also rolls up their status across every matter they appear on: clear if all checked and clean, flagged if any matter flagged them, mixed if it varies, or unchecked if a check has not been run.

A flag means worth a look, not disqualified — names and emails overlap for innocent reasons, and real conflicts can hide behind a name that does not match exactly. Cedent surfaces the candidates; the conflict judgment is yours. See Reviewing and resolving a conflict flag.

Does a clear result mean there’s definitely no conflict? It means Cedent found no matching name or email among your other matters. It is a screen against what Cedent can see, not a guarantee — your own conflicts judgment still applies.

Why was someone flagged who isn’t actually a conflict? A common name or a shared email can match innocently. Open the flag to see the matter and reason, and judge whether it is a real conflict.