How Do I Perform a Conflict Check?

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You can perform a Conflict Check by using the Universal Search tool on the top right-hand corner of your screen.
 
 
This allows you to search the entire database for a particular word, phrase or name.
 
The search bar auto-suggests related words found. You can pick from the top 5 matters and names associated with the keyword entered in the search field.
 
 
 
If you do not see the results you expected, hit the Return/Enter key to complete your search. A new page time stamped with the name of the person who performed the search appears that shows the complete results of the search. You can then print this page to a PDF, which can be saved to your Matter documents section for future reference.
Note: When searching for multiple keywords, the system treats spaces between the words as "or".
 
For example, If I search the name Michael Hamilton, I will get every instance of the name Michael or the word Hamilton. This may not be helpful, so to narrow down my results I would want to put the person's name in quotation marks.
 
Searching "Michael Hamilton" will now turn up results for anywhere that exact string of characters appears.
 
Note: The search does not display similar names. 
 
For example, if you search "Michael Hamilton" it will not show "Mike Hamilton".
 
You also cannot search multiple words at the same time. If you are searching for 2 different sets of names, you would need to perform the searches separately.
 
 
 

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