This video will walk you through how to perform Conflict Checks within Practice Pro.
Video Transcript:
In this video, we'll walk through how to perform conflict checks in Practice Pro.
A conflict check allows you to search across the system for specific terms such as names, dates, dollar amounts, or text descriptions.
This helps ensure your firm avoids conflicts of interest before taking on new matters or clients.
You can search up to 6 terms at a time and select where you want the system to search.
We'll go step by step through running a conflict check, best practices for searching, and how to review past reports.
From the left navigation bar, click Reports.
Select either the All tab or the Client tab to locate the report, or you can enter the report name in the search field.
On the Conflict check tile, click View Report.
From the Run Report tab, you'll see 6 fields where you can enter search terms as best practice.
Enter full names.
For example, type John F Kennedy into the search box, then consider name variations.
The system won't automatically connect different versions of a name, so to be thorough, enter in multiple search terms such as John Kennedy and John Fitzgerald Kennedy.
Next, when searching for very common names, the results list may be quite large.
To refine your search, use the Exact Match option, which helps filter results more precisely.
For example, if you search for John Smith, selecting Exact Match will narrow the list to only that name.
Then, select a Sort by option to organize the results.
Then choose where to search in the system by selecting or deselecting the locations you want to search.
Once you've entered your search terms and options, click Run Conflict Check Report.
The report may take a few minutes to generate.
You'll receive an e-mail notification when the report is ready, but it is also available here on the History tab along with previously Run Conflict checks.
Here you'll see the date the report was run, the firm member who ran it, searched terms and locations used, and a link to view the full report.
The page can be filtered by member and or date.
To access the conflict report and review the results, click on the link.
This concludes this video on how to perform conflict checks in Practice Pro.