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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

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Begin typing the requested name in the search field

The results will appear below the search field

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These results will display the contact and their relation to that client.
Updated on June 13, 2019

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