Conflicts

Lateral Hire Screening

Bulk-screen an incoming attorney's historical client, party, and matter list against the firm's conflict data.

Back
Upload a completed lateral template or paste one name per line. CMIForge skips tiny fragments under 3 searchable characters, de-duplicates the list, and queues one normal conflict search per matter group for review so larger uploads can finish in the background.
Use the first worksheet. If a column header contains Matter, Work, or File, CMIForge groups rows by that value and creates one search per group.
Use this for historical client names, adverse parties, related entities, and known aliases. The normal conflict review tools handle clearance, notes, escalation, and archive.
Cancel