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.
At this time, the Conflict Check feature only supports single keywords such as "John" or "Doe." If you would like to be able to search a string of keywords such as "John Doe," you can submit a feature request here.
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.