Conflict check
New opportunities screened against current clients
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the opportunity and the client database
Screens a new opportunity against the firm's current and recent clients, their competitors and the restrictions in signed agreements
Checks the parties against engagements and agreements
Lists the potential conflicts with the engagement, the team and the clause that creates the restriction
Drafts the clearance memo with the findings
Drafts the clearance request for the risk partner
Works in
Salesforce, Box, ServiceNow
Salesforce, Box, ServiceNowWhat it does
- Screens a new opportunity against the firm's current and recent clients, their competitors and the restrictions in signed agreements
- Lists the potential conflicts with the engagement, the team and the clause that creates the restriction
- Drafts the clearance request for the risk partner
Connects to
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