Run a Conflict Check

You can identify conflicts of interest involving clients, matter names, and contacts across all information in the system.

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. On the Run Conflicts Check screen, 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 LPM and CRM tabs to check for potential conflicts.

Also see Conflict Check Report