Click the LEAP Menu > Cards > Conflict Check.

This will load the last 7 days of Conflict Checks undertaken by your firm. 

You can search by a wider range through the date selector at the top of the screen, and perform an Advanced Search to find searches by Search Term, Staff or Status.  The Conflict Check list provides summary information of each check that has been performed.  You can open previous Conflict Checks to view and edit them, and this information can also be printed if required. 

From the summary you can see:

• The date and time of the Conflict Check;

• What was searched for;

• Summary information about potential conflicts;

• The Matter Number associated with the check;

• The status of the check.

Click New Check, to create a new Conflict Check.

Enter the term you wish to search for, terms can include, Names, Addresses, Telephone Numbers, Date of Birth, and Email Address. 

Click the magnifying glass to perform the check. 

You can check the Exact Match box to search for the exact phrase entered but leaving it unticked will search more widely.  

The results show where the check has found a match in:

• Cards associated with the Other Side of a Matter;

• Cards, including Organisation Cards where People match;

• People records, including Previous and Maiden Name fields;

• Matter descriptions;

• Correspondence attached to matters.

You can use the accordion to view each check area and click to view each associated entity (Card, People, Matter, or Correspondence) to check and satisfy yourself you have no conflict of interest.

Once each record has been checked, you can enter information in the Details section and change the Status as appropriate.  It is also possible to assign the Conflict Check to another member of Staff.

Once the Conflict Check has been completed, you can attach it to either a Matter or a Card using the document icon in the top left , it is also possible to delete a Conflict Check using the dustbin.

From the main screen it is possible to attach a Conflict Check to either a Matter or a Card by clicking on three dots at the end of the Conflict Check line.

This will save a copy of the Conflict Check report to the Matter or Card in PDF format and can also update the matter Compliance Table with the check information.