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Our Firm's Conflict of Interest Process <br />• Conflict checks are performed by the Office Administrator upon a new contact's phone <br />call, web inquiry or e-mail. The attorney who completes the new client intake repeats the <br />conflicts check. Upon the matter being retained, the Office Administrator e-mails all <br />Firm staff indicating a new client file is open. At that point, all staff members are <br />instructed to advise the responsible attorney if a conflict is recognized <br />• The conflict check is performed through our practice management software; Cho. Cho <br />provides a comprehensive conflict check by using the global search field at the top -right <br />of the application. This field searches virtually all of the text - editable fields within Cho, <br />and produces a mini - report detailing all of the locations where a potential source of <br />conflict has been identified based on the content of the query. As a case progresses, all <br />names associated with that case (judge, opposing counsel, opposing parties, witnesses, <br />etc.) are input in to the system making them searchable in a future conflict check. Below <br />is a sample screen print from the software manufacturer's website: <br />cUo <br />Search Results <br />2 results found for piny <br />Matters <br />Pseple <br />A1Jourranaaa• p•ay <br />dduseastomeNsom l <br />deploy Nomb•r. • client D:srripflon Ptvuea Area Opa OM. Clonal Dale <br />Q 9iofa t Poor . Pt1C• C,61 on 00254o11 <br />P- r t <br />Namo . Pbono Ernad web <br />Weikel Law Firm, LLC <br />Legal Services Proposal - Prosecution <br />Occ,Par 0011 <br />•.. P, To v.e Tn fr <br />2 3 4 5 6 • • <br />y 0 0 11 > 1=3 14 15 • <br />— 11 116 ir le l6 20 <br />i » 21 h 76 21 rd. :a <br />W 01 <br />: AGENDA TODAY <br />TII0012000 <br />Na arena ma ewreny 0002,. <br />How It works Is every time you create a person or relationship (achrerse part;, op p o s lag c o u n s e l . itn e s s) von can search against that name and the contact <br />card/matter will be revealed. <br />• For any potential conflicts where Attorney Lee Martie identifies a potential conflict of <br />interest, Attorney Martie would immediately advise the necessary city officials. Upon <br />confirmation of a conflict prohibited by the Minnesota Rules of Professional Conduct the <br />case will be handled by an associate in our office if the associate is not also conflicted out <br />of the representation. In the event that none of the Firm's attorneys are able to prosecute <br />the matter, the Firm would arrange for a conflict attorney panel, such as a city prosecutor <br />from a neighboring city to handle the case. <br />19 <br />