Faster Lawcademy: Video Tutorial 6.4.1
The following is a video tutorial. For the best experience, click the "Full Screen" button while watching this video.
Performing Conflict Checks with Faster Suite
Conflict checking in Clio is a whole lot better with Faster Suite’s built-in Conflict Check tool. We can search all data in Clio for multiple names or words, and will have the results of our search saved into a Word document in the matter we perform the search for.
What to Check For and Where to Search
We can launch a conflict check by going to New on the Faster Ribbon, then clicking Conflict Check.
On the left side of this window, we can simply enter any search terms we’d like to include in our conflict check using a new line for separate search terms.
On the right we’ll just select where in Clio we want to search, keeping in mind that searching more places in Clio will cause the conflict check to take longer.
We also have an option for Relaxed Matching. Faster Law recommends turning relaxed matching off and just being more specific with our search terms. For example, if we’re not sure if a client is listed in Clio as Jon Smith or Jonathan Smith, we should just type both names in our search terms. If we search for Jon Smith with relaxed matching turned on, the conflict check will find both Jon Smith and Jonathan smith, but it also may return partial matches, such as Ronjon Arrowsmith.
Once we’ve finished entering our search terms and where we would like to search, we can just click the Next button to perform the conflict check.
The Conflict Check Summary
If this is our first time searching in a specific field in Clio, the conflict check may take a little bit longer.
When it’s done searching, the Conflict Check tool will create a Conflict Check Summary that shows what we searched for, where we searched, and whether any potential conflicts of interest were found.
If we scroll down further, we’ll see that potential conflicts are shown with where in Clio the information was found.
Remember that this report should just be used as a guide, and a real person at your firm should still take a look at the potential conflicts to see if a legitimate conflict of interests exists.
Finishing the Conflict Check
We can now click Next again to choose the matter in Clio that we performed the conflict check for, then click Next one more time to save the conflict check summary to that matter.
On the last screen we can choose to open the folder in Faster Drive that contains our new Conflict Check Summary, or just open the report directly from this window. When we’re done reviewing we can just click Finish.
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