Running a conflict check from within Actionstep is very simple. We have a report set up solely for this purpose which also allows you to dig deeper into the information.
Reports > (Matter) Reports > Reports List and click on the "Conflict Check" report (if you don't see this report in the list then ask your Administrator to set your report permissions).
Simply type in a name, or part of a name, and run the report. We recommend that you run the HTML report first because that will allow you to drill down into the search results for deeper analysis. You can adjust the search by changing the search terms or selecting specific data sources.
Once you are satisfied with the search you can save it to PDF or Excel and then link it to a matter or save it to a contact record.
Recording your findings
You have a number of options to record the fact that you have completed a conflict check and the findings.
- Create a file note and record all notes to do with the conflict check. For ease you can also tag it 'pre engagement' so you can find it easily in the future.
- You may have received an automated task as part of the "Engagement' step that you can now mark as complete and record your findings.
- Or, if you have a field within the 'Engagement' fields on your matter home screen you can simply record this information there. If this field does not exist please see more on 'adding a custom data field'
Adding a custom data field
Accessing matter reports