Conflict of Interest
The Conflict of Interest feature enables you to track conflict parties, either manually by entering conflict of interest information on clients/matters, or automatically. You can select whether clients/matters are added to a conflict database as they are opened, and you have the option of removing clients/matters from the conflict database when they are closed.
Control how conflict of interest information is handled by enabling or disabling the Create Conflict Database option in System Settings. Watch a tutorial on the Conflict of Interest feature.
If Create Conflict Database is enabled:
Clients/matters are automatically added to the conflict database as they are opened.
A search screen will display potential conflict parties by last name as you are opening new clients/matters.
If Create Conflict Database is disabled:
Clients/matters are not added to the conflict database, and the program will not check for potential conflict parties as clients/matters are opened.
Enter conflict party information on clients/matters manually, using the Conflict of Interest tab in the Clients and Matters feature.
Entering conflict of interest information