Working document
The New Matter Conflict Screening Checklist
Four stages that take a prospective client call from the first hello to a dated screening record you would be comfortable showing a judge.
Free resources
Conflict Screening Resources
Everything here is free, specific to intake and conflicts work, and written for a firm where the lawyer taking the call is also the one running the search.
The resources below sit alongside The Conflicts Docket, our reporting on intake, conflicts rules, malpractice risk, and the economics of running a small law firm in the United States. The magazine covers the arguments and the case law. This section is for the working documents: the checklist you print, the calculators you run before a renewal conversation, and the comparisons you read when you are deciding what software to buy.
None of it requires an account. Take the screening checklist and adapt it to your practice areas, run the two calculators with your own numbers, and read the comparisons before you sit through anyone's product demonstration. If a page here saves you one withdrawal letter, it has paid for itself many times over.
Free tools
Free Conflict Screening Calculators
Both tools use numbers a solo attorney can estimate from memory, and both produce a figure you can take to a partner conversation or a malpractice renewal.
Comparisons
How ConflictCheck Compares for Solo and Two Lawyer Firms
ConflictCheck is built for the lawyer who takes the intake call, runs the search, and writes the screening memo without a conflicts department behind them.
Main guide
The Intake Call Checklist That Captures Every Conflict Name
It settles exactly what to ask, capture, and search during a first call, so no conflict name reaches your file after the engagement letter does.
Magazine
The Conflicts Docket
Reporting on intake, conflicts rules, malpractice risk, and the economics of running a solo or two lawyer law firm in the United States.
About
Who writes all of this
One page on who writes The Conflicts Docket, why intake screening for solo attorneys and two lawyer firms is the only subject here, and how to reach me with a conflicts question of your own.
The material stays free, the demo stays short
Everything on this page is open with no account, and plenty of two lawyer firms take the screening checklist and the calculators and never speak to us at all. If you would rather see the same four stages running as software, book fifteen minutes and bring an inquiry you are unsure about. We will clear it live and you keep the record either way.