Obligation-Conflict Resolution

Case 85-4 (1985) · Objectivity of Engineer Retained as Expert

Professional obligations conflict, and the board applies no fixed rule for which one wins. Each resolution is recorded as three edges: competesWith (the tension), prevailsOver (the obligation the board allowed to win in this case), and defeasibleUnder (the situation under which the yielding obligation gives way). The same tension is then traced across comparable cases, where its resolution shifts with context. Hover any obligation or state to see its definition; click to open it in OntServe.
How this case resolved it
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Engineer A Former Client Confidentiality Perpetuation Post-Termination prevails over Engineer A Termination Non-Cure of Same-Matter Adversarial Conflict Violation
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer A Confidential Plaintiff Information Held Post-Termination
  • Engineer A Continuing Post-Termination Loyalty to Plaintiff's Attorney
  • Same-Proceeding Cross-Side Engagement Absolute Prohibition
Former Client Adversarial Proceeding Consent Prerequisite Violated By Engineer A Same Matter Defense Engagement prevails over Engineer A Independent Report Pledge Non-Cure Violation
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer A Confidential Information Access from Plaintiff
  • Engineer A Cross-Side Retention by Defendant Attorney
  • Same-Proceeding Cross-Side Engagement Absolute Prohibition
Engineer A Former Client Adversarial Proceeding Consent Prerequisite Violation prevails over Engineer A Termination Non-Cure of Same-Matter Adversarial Conflict Violation
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer A Confidential Plaintiff Information Held Post-Termination
  • Engineer A Continuing Post-Termination Loyalty to Plaintiff's Attorney
  • Same-Proceeding Cross-Side Engagement Absolute Prohibition
Attorney Z Plaintiff-Side Retaining Attorney Client-Transmitted Confidentiality Trigger prevails over Engineer A Termination Non-Cure of Same-Matter Adversarial Conflict Violation
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer A Confidential Plaintiff Information Held Post-Termination
  • Engineer A Continuing Post-Termination Loyalty to Plaintiff's Attorney
  • Same-Proceeding Cross-Side Engagement Absolute Prohibition
Switching Sides Prohibition Violated By Engineer A Accepting Defense Retention In Same Personal Injury Case prevails over Engineer A Termination Non-Cure of Same-Matter Adversarial Conflict Violation
the two obligations are in tension (competesWith)
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer A Confidential Plaintiff Information Held Post-Termination
  • Engineer A Continuing Post-Termination Loyalty to Plaintiff's Attorney
  • Same-Proceeding Cross-Side Engagement Absolute Prohibition
Engineer A Switching Sides Prohibition Violation Same Personal Injury Matter prevails over Engineer A Independent Report Pledge Non-Cure Violation
the two obligations are in tension (competesWith)
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer A Confidential Information Access from Plaintiff
  • Engineer A Cross-Side Retention by Defendant Attorney
  • Same-Proceeding Cross-Side Engagement Absolute Prohibition
Engineer A Conflict of Interest Avoidance Divided Loyalty Violation prevails over Engineer A Independent Report Pledge Non-Cure Violation
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer A Confidential Information Access from Plaintiff
  • Engineer A Cross-Side Retention by Defendant Attorney
  • Same-Proceeding Cross-Side Engagement Absolute Prohibition
Engineer A Forensic Expert Honesty and Integrity Correctly Applied Initial Engagement prevails over Engineer A Forensic Expert Witness Objectivity Correctly Applied Initial Engagement
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer A Cross-Side Retention in Active Litigation
  • Same-Proceeding Cross-Side Engagement Absolute Prohibition
Engineer A Proceeding-Duration Former Client Loyalty Persistence Obligation Violation prevails over Engineer A Termination Non-Cure of Same-Matter Adversarial Conflict Violation
the two obligations are in tension (competesWith)
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer A Confidential Plaintiff Information Held Post-Termination
  • Engineer A Continuing Post-Termination Loyalty to Plaintiff's Attorney
  • Same-Proceeding Cross-Side Engagement Absolute Prohibition
Open tensions recorded without a resolution: Attorney Z Plaintiff-Side Retaining Attorney Client-Transmitted Confidentiality Trigger vs Engineer A Forensic Expert Witness Objectivity Correctly Applied Initial Engagement Engineer A Conflict of Interest Avoidance Divided Loyalty Violation vs Engineer A Forensic Expert Witness Objectivity Correctly Applied Initial Engagement Engineer A Forensic Expert Honesty and Integrity Correctly Applied Initial Engagement vs Engineer A Switching Sides Prohibition Violation Same Personal Injury Matter Engineer A Forensic Expert Witness Objectivity Correctly Applied Initial Engagement vs Engineer A Former Client Confidentiality Perpetuation Post-Termination Engineer A Former Client Adversarial Proceeding Consent Prerequisite Violation vs Engineer A Independent Report Pledge Non-Cure Violation
What the board concluded
  • It was unethical for Engineer A to agree to provide a separate engineering and safety analysis report.
How comparable cases resolved the same tension

Engineer A Termination Non-Cure of Same-Matter Adversarial Conflict Violation yields to Engineer A Former Client Confidentiality Perpetuation Post-Termination. The yielding obligation ("Engineer A Termination Non-Cure of Same-Matter Adversarial Conflict Violation") recurs across cases; the obligation that overrides it and the context under which it yields differ case by case. This is the case-law move: not a single rule, but a family of context-indexed resolutions.

Case Obligation that prevailed Yielding obligation Context (defeasibleUnder)
82-6
Conflict of Interest - Expert Witness for...
Proceeding Duration Loyalty Persistence Engineer A U.S. Government Dam Failure Termination Non-Cure Adversarial Conflict Engineer A Dam Failure Sequential Opposing-Party Retention in Same Dam Failure Investigative Matter
79-7
Review of Original Engineer's Design
Engineer A Non-Obstruction of Legitimate Peer Review Violated by Complaint Filing Engineer A Honest Technical Disagreement Collegial Non-Retaliation Violated Engineer A Registration Board Complaint Against Engineer B; Engineer A Reputational Harm from Predecessor Design Criticism
07-12
Expert Witness—Disclosure of Interests Represented
Engineer A Extreme Same-Domain Conflict Heightened Scrutiny Recognition Failure Engineer A State DOT Airport Consulting Interrelated Domain Conflict Violation BER 02-8 Engineer A Highway-Airport Adjacent Domain Conflict
86-2
Signing and Sealing Plans Not Prepared by Engineer
Engineer A Responsible Charge Active Review Obligation Violation Engineer A General Direction Non-Equivalence to Responsible Charge Violation Engineer A General Supervision Without Detailed Design Review
16-7
Expert Witness—Discovery of New Data...
Engineer A Adversarial Non-Advocate Objectivity Obligation in Forensic Report Correction Engineer A Adversarial Settlement Context Non-Exemption from Forensic Report Correction Engineer A Adversarial Expert Engagement; Engineer A Forensic Report Active Litigation Reliance; Engineer A Post-Submission Report Error Discovery