Conflict checking is an important part of running a law firm properly and Centerbase knows that it is important to ensure everyone takes necessary precautions to prevent conflicts. Due to its high degree of configurability, it may be difficult to know where to start building out a conflict check process, so we have configured a default conflict check process in our template databases starting in version 7.4 and later (August 2018).
Running a Conflict Check from Potential New Clients
The user performing a conflict check should create a Potential New Client record and run the search from there. The conflict search will compare all conflict fields filled in on the PNC against all fields enabled for conflict search in the Centerbase database, returning any potential conflicts.
You may contact your consultant or Centerbase support to add additional fileds to your conflict check settings during your initial setup of Centerbase.