Run a Conflict Check

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

Note: To run a conflict check, you must first set up relations between your contacts.

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

Also see Conflict Check Report