The routine
- 1
List the names
Prospective client, other side, related companies, individuals, and any known aliases.
- 2
Search Clients
Use Notion search or a filtered view across each name.
- 3
Search Matters
Check party fields, notes and titles for the same names.
- 4
Check other records
Look at your email, accounting system or any dedicated conflict database too.
- 5
Record the outcome
Add a note on the new matter: who searched, when, which names, and the result.
- 6
Escalate doubts
If anything looks close, ask the responsible lawyer before accepting instructions.
Make future searches easier
- Record other parties on each matter as consistent, separate entries rather than only in free text.
- Keep closed matters in the database instead of deleting them.
- Add an aliases or former names field where useful.
- Use a database template for new matters that includes a Conflict check done property.
Notion search depends on the access of the person searching, so run it from an account that can see all matters.
What this routine cannot do
Where this fits
A tidy Matters hub makes this search faster, which is a side benefit of the Matter Method rather than a feature built for conflicts.
Frequently asked questions
- Does MatterOS check conflicts automatically?
- No. It supports a manual search of the records you keep.
- Is a clear search in Notion enough?
- No. Follow your firm's and regulator's requirements.
- Should I keep closed matters?
- Generally yes for search purposes, subject to your retention rules.
- Where should I record the result?
- On the new matter page, with the date, names searched and who searched.
About the author
Raghav Handa trained as a lawyer, then spent years building legal technology, from enterprise legal products to custom systems for law firms.
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