In this video we will walk through how to perform Conflict Checks within Practice Pro
Overview
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.
Accessing Conflict Checks
Option 1
Click the + Icon in the top right corner of the screen.
Select Conflict Check.
Option 2
Click the Reports link in the left navigation bar.
Select either the All tab or the Client tab to find the report.
Alternatively, enter the report name in the search field.
On the Conflict Check tile, click View Report.
Running the Report
From the Run Report tab, enter your search terms.
By default, one search field is displayed. Select Add Term to enter additional search terms (up to 50 at a time).
Choose a Sort By option to organize the results.
Select the locations you want to search using Select All or Unselect All, or manually choose individual locations.
Select Run Conflict Check Report. The report may take several minutes to generate. An email notification is sent when the report is complete.
Search Best Practices
Use Full Names
Whenever possible, search using full names.
Example
John F Kennedy
Search Name Variations
The system does not automatically recognize different versions of the same name. Include common variations as separate search terms.
Examples
John Kennedy
John Fitzgerald Kennedy
Use Wildcards
Use an asterisk (*) when you are unsure of the spelling or part of a name.
Examples
"Will*" may return William or Willis.
"M*Donald" may return McDonald or MacDonald.
Exact Match
For common names, enable Exact Match to return only records that exactly match your search criteria.
Example
Searching John Smith with Exact Match enabled returns only records matching John Smith exactly.
Boolean Operators
Use Add Condition to refine your search using Boolean operators.
Using AND narrows results by requiring all specified terms to be present.
Example
John Smith AND Jane Smith
Returns only records containing both names.
Using NOT excludes specific terms from the results.
Example
Michael Johnson NOT Jr
Returns records containing Michael Johnson while excluding any that also contain Jr.
Reviewing Report History
The History tab displays previously generated conflict checks.
Each report includes:
Date the report was run
Firm member who ran the report
Search terms used
Search locations
Link to view the completed report
Use the available filters to narrow the list by:
Member
Date Range
Reviewing Results
Select the report link from the History tab to review the results.
Carefully evaluate any matching records to determine whether a potential conflict exists.
Rerunning a Previous Search
If you need to perform the same search again:
Navigate to the History tab within Conflict Checks.
Select the Reload icon in the Action column next to the Conflict check you would like to rerun.
The original search terms, search locations, and settings are automatically repopulated into the report, allowing you to quickly rerun or modify the search.
