Practice Pro - 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.
Setting up a Conflict Check:
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.
For best practice enter full names. The system won't automatically connect different versions of a name, so to be thorough, enter in multiple search terms
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. Selecting Exact Match will narrow the list to only one name.
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 on the History tab along with previously Run Conflict checks.
You will see in History:
The date the report was run
The firm member who ran it
Searched terms and locations used
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.
