Conflict checks are a process that allows you to search the directory against party record details across the system, including existing party, account, and contact records. This provides an automated way to determine whether the client in question represents a conflict.
Performing a Conflict Check
To perform a Conflict check, navigate to the Parties tab on the Matter record page and select New.
- Provide Party Name
- Search for existing Account or create a new Account
- Supply a Role
- Matter
- Conflict Check Status - Leave as default (not performed)
From here, we can perform a Conflict Check to identify any possible conflicts with other matters in the system.
1. Select Conflict Check from the top right of the page
2. Confirm the Party the Conflict Check relates to and Save.
3. The Conflict Check Status will update on the Party Record. This will then confirm if there is an contact record or party record that matches the related party record.