Conflict Check

Modified on Fri, 27 Oct, 2023 at 4:16 PM

Overview

A Conflict Check report can be generated via the Advanced Search. The Conflict Search Report can be saved to the Lead or Matter for record keeping.

How to perform a Conflict Check

1. From the Home Screen, place your curser in the Quick Search box, and select Advanced Search.

2. Enter the name and select Search. The search results will appear.

3. To save the conflict search results, click Save Conflict.

4. Select or search the Lead or Matter the conflict check is to be saved to and add any additional notes to be documented.

5. To locate the Conflict Search report, the document can be found in the document explorer area of the Lead or Matter it has been saved to.