Running a conflict check from within Actionstep is simple. We have a report set up solely for this purpose which also allows you to dig deeper into the information. This article will walk you through where to find the Conflict Check Report and how to use it.
Accessing the Conflict Check Report
- Navigate to Reports > Matter Reports
- Click on the "Conflict Check" report. You will find this under the General section.
If you don't see this report in the list then ask your Administrator to set your report permissions.
Running the Report
Type in a name, or part of a name, and run the report. To search for multiple names at once, type OR between search terms (for example: John Smith OR Jane Doe).
|TIP: 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 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 record this information there. If this field does not exist please see more on 'adding a custom data field'
Considerations for the Conflict Check Report
There are a couple of things that are good to keep in mind regarding how the Conflict check in Actionstep will work.
Permissions will still apply to the results you see in the Conflict Check. For example, if you do not have permission to see a matter then you will not see it as a result in any conflict check. The same applies to any documents or emails on a matter you do not have access to.
Searching content of documents
Actionstep's conflict check will search the content of all the documents in your system but the following limitations should be kept in mind:
- Actionstep will monitor the first 2MB of data within a document. Files that have text content larger than this will be mostly but not fully checked by our Advanced Search. More than 99.9% of documents stored with Actionstep will have text content that is more than 2MB.
- Documents that will be searched must be text-based. Image and video files will not have their content searched (though names, metadata, etc will be). Scanned documents will likely be treated as images regardless of what format they are stored in.
- Documents that are stored in a document integration will not be included in an Advanced Search, Actionstep integrates with NetDocuments, Box, Google Drive, and DropBox. These integrations allow you to access documents in those products from your matter but an Advanced Search in Actionstep will not include those documents.
Only the First Name and Last Name of the contact will be searched - this does not include Preferred Name fields or Alias(s). If you would like to see the search contain these fields please lodge a product feature request with support.
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