Conflict checks
Search everything your firm holds for conflicts of interest, and keep a report.
Running a conflict checkA conflict check searches everything your firm holds for the names of people and companies, so you can spot a conflict of interest before taking on work. You need the Run conflict checks permission an...Reviewing results and closing a checkEach search lists its matches with where they were found and any Related matters. Give each match a Review status:Conflict checks on mattersWhen a matter is created or edited, Mattersimple checks its clients and related contacts automatically. It creates one conflict check named "Matter {number} parties", with a search for each client and...
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