Run a Conflict Check

You can check for conflicts of interest between clients and contacts from various matters.

Watch a Video

Run a Conflict Check

1. From the left navigation panel, click Matters.
2. In the toolbar atop the Matters landing page, click Action > Run Conflict Check.
3. If you wish to search for a specific contact, enter their name in the Search field, else you can leave the field blank.
4. If you have CRM enabled, check the box beside Include Legal CRM Contacts.
   Note

   This option is only available if you have CRM enabled.

5. Click Run Check.
   The system displays potential matches and their relationships to other contacts.

   If you have CRM enabled, you can switch between the tabs CosmoLex LPM and CosmoLex CRM to check for potential conflicts.

Also see Conflict Check Report