How to Run a Conflict Check

This feature is used to check if there are conflicts of interest between clients and contacts of various matters. A conflict may only be found if relations were already set for a particular client. For steps on how to do that, click here.

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Step by Step Instructions

Go to Matters page

Click Action > Run Conflict Check

 

Begin typing the requested name in the search field

The results will appear below the search field

These results will display the contact and their relation to that client.
Updated on June 7, 2018

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