How To: Run a Conflict Check

Typically involves examining the clients and matters to determine whether the the firm has represented adverse parties before

Jay Sanchez avatar
Written by Jay Sanchez
Updated over a week ago

Conflict check is a necessary part of many firms. It is used to compare your clients/matters, current, and past, and making sure there's no 'conflict' of interest.

Note: You will need the permission "Create and Edit Clients/Matters" to perform a conflict check. More information on permissions and roles in LeanLaw can be found here.

You're able to perform a conflict check by opening the Matters tab, then clicking on the Conflict Check button.

You can enter one keyword or several separated by the "," or ";" characters.

Search Clients and Matters

You can enter a keyword in the search bar and click Search Clients and Matters to look through the following fields:

  • Client display name

  • Last name (client)

  • First name (client)

  • Company name

  • Email (doesn't include CC, BCC, or any overrides set at the Matter level)

  • Matter name

  • Opposing counsel

  • Related adverse entities

  • Related client entities

  • Referrals

  • Adverse parties

  • Matter notes

  • Billing instructions

Search Time Entries

You can also enter a keyword in the search field and click Search Time Entries to look through the description of individual time entries.

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