Conflicts

Check every party before you act.

Search a new client and every party against all the firm’s records before you act, and keep each check as an audit record.

Conflicts · Check #2291 · 3 parties

What Conflicts does.

Every record, one search

Clients, contacts, court cases, contract counterparties and compliance clients, searched together.

Fuzzy matching

Catches spelling variants and near-matches that an exact search would miss.

Frozen as an audit record

Each check records who was searched, what the records showed at the time, and who cleared or waived it and why.

The record they ask for

The evidence a regulator or insurer asks for, ready when they ask.

How it works.

  1. 1
    Enter the partiesThe new client and every party on the other side.
  2. 2
    Review the hitsSee every match across the firm, with where it came from.
  3. 3
    Clear or waiveRecord the decision and the reason; the check is frozen.
Conflicts close-up
More in Practice management

Enquiry to invoice: intake, conflicts, clients, tasks, time and billing.

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Check every party before you act.

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