A conflict check has to happen before meaningful disclosure. That sounds obvious, but cross-border delegation often starts with a helpful email that already says too much.
Share the minimum first
Start with party names, related entities, opposing counsel if relevant, jurisdiction, broad matter type, and urgency. Do not send pleadings, strategy, settlement positions, or client-sensitive facts until the check clears.
Ask for a clear answer
"Looks fine" is not enough for a serious handoff. Ask the receiving lawyer to confirm whether they can act, whether any limitation exists, and whether the check covered the listed parties and affiliates.
Record the timing
Keep a record of when the conflict check was requested, what information was provided, and when clearance was received. If the matter is later questioned, timing matters.
Repeat when the matter changes
New parties, new claims, or a wider scope can create a new conflict issue. Treat conflict checking as a gate in the workflow, not a one-time courtesy at the start.
The safest handoff is boring: minimum information, clear clearance, then controlled disclosure.