2nd year corporate associate in lateral process to different biglaw firm. First time filling this out and I'm not sure how detailed I need to be. It says to not provide any information that is privileged or otherwise confidential. Do I need to write the specific names of the agreements I worked on? Most if not all of those agreements state something along the lines of "this agreement shall be confidential information". How about clients and adverse parties?
tyia
Filling out conflicts check Forum
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- RedGiant
- Posts: 466
- Joined: Sun Feb 17, 2013 10:30 am
Re: Filling out conflicts check
The other firm should have a form of what they need to know to run the conflict check, but if they don't simply make a chart which includes the following:
Party You Represented/Adverse Parties/Case or Transaction Name (you can be very generic here--anything from general company rep to financing, M&A, tech trans), dates of representation (usually month/YR to present, unless it's a deal that's over) and matter concluded (Y/N). If the adverse party was confidential or it was a beauty contest/confidential, leave it blank and let the new firm follow up with you.
Absolutely do not put what docs you worked on--way too detailed. Your new firm simply needs to understand if their client was the adverse party to put up an ethical wall.
Party You Represented/Adverse Parties/Case or Transaction Name (you can be very generic here--anything from general company rep to financing, M&A, tech trans), dates of representation (usually month/YR to present, unless it's a deal that's over) and matter concluded (Y/N). If the adverse party was confidential or it was a beauty contest/confidential, leave it blank and let the new firm follow up with you.
Absolutely do not put what docs you worked on--way too detailed. Your new firm simply needs to understand if their client was the adverse party to put up an ethical wall.
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- Posts: 432656
- Joined: Tue Aug 11, 2009 9:32 am
Re: Filling out conflicts check
Thank you very much. This was quite helpful.RedGiant wrote:The other firm should have a form of what they need to know to run the conflict check, but if they don't simply make a chart which includes the following:
Party You Represented/Adverse Parties/Case or Transaction Name (you can be very generic here--anything from general company rep to financing, M&A, tech trans), dates of representation (usually month/YR to present, unless it's a deal that's over) and matter concluded (Y/N). If the adverse party was confidential or it was a beauty contest/confidential, leave it blank and let the new firm follow up with you.
Absolutely do not put what docs you worked on--way too detailed. Your new firm simply needs to understand if their client was the adverse party to put up an ethical wall.
eta: welcoming any additional comments