Conflict Check Report
You can check for conflicts of interest between clients and matters. For accounts with CRM enabled, the conflict check will also consider these. To run a conflict check, you must first set up relations between your contacts.
To access the report, go to Reports > Matter Activities > Conflict Check
Report Filters
- Search: To search for a specific contact, enter the name of the contact. To see all contacts and relations you can leave the field blank.
- Include Legal CRM Contacts: By checking this box you can check for potential conflicts with contacts in the CRM.
Note: This option is only visible if you have CRM enabled.
View/Download
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
