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For law firms · Firm & DMS

Conflict Check Before Accepting a Mandate: Hits in Seconds

Name comparison, opposing-party register, blocklist

Length: 1:00

What this video is about

Before you accept a mandate, you compare the name against all cases of your firm – clients, opposing parties and opposing counsel. A hit names the role and file number and leads straight into the case. The opposing-party register shows how often you have encountered someone, the blocklist keeps unwanted requests away. Free and without AI; the review under professional rules remains your own duty (§ 43a BRAO).

All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.

Related images

  • Case Menu: Close, Export, AI Log and Changes
  • New Case with Conflict Note and the Path to the First Evaluation
  • Closing a Case: Set the End of the Mandate, Retention Period Shown
  • Professional rules built in: blocklist, § 203 StGB and AI labeling
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