Conflict checking is an important part of running a law firm properly and Centerbase understands how important it is to ensure everyone takes necessary precautions to prevent conflicts. Users can conflict check on item-types such as Contacts, Clients, Matters, and PNC. Watch the video below for a walk-through, or read the documentation below for an in-depth look at everything you can do with this feature.
By default, Conflict Check is only enabled for Centerbase Admins.
Admins can enable conflict check for other users by going to System Settings > Users, selecting a User, clicking the Permissions tab, and then scrolling down to "Can Conflict Check." There will be a checkbox that the Admin can select or unselect.
There are two ways to access Conflict Check. Either from the Actions menu on an item or on the Navigation Bar.
Accessing Conflict Check from the Actions menu:
You can access the conflict check by clicking on the Actions button, and it will appear in the drop-down menu on any of the following items:
Below you can see an example of how to access Conflict Check from an individual matter.
Accessing Conflict Check from the Navigation Bar:
In order to access Conflict Check from your navigation bar, you must add it in the System Settings. To do so, click the cog in the lower left-hand corner of your homepage, select System Settings, and then go to Navigation Bar.
Once you've selected Navigation Bar, you can add another item to your current item list by selected the Add button at the bottom.
Title your new item, and select the Action Button. From the Actions dropdown, select "Conflict Check," which will be located under "Legal Pages."
Select Save when you are done and Conflict Check will be added to your main Navigation Bar.
Performing the Conflict Check
Once you've navigated to the Conflict Check page, you may search for any item with the top three fields, "Any," "Must Have" and "Exclude." The Conflict Check will perform a search on all item types that have been uploaded to Centerbase.
To search for phrases, add quotes around your search term. Ex: “John Forbes” will only find records that have John Forbes next to each other.
Prefix searches are also supported using the “*” at the end of your word(s). Ex: He* will search for any records that have words beginning with “He,” like "Hermaan" or "Herold."
"Any" Search Box
This is the only field that is required when performing a conflict check. Users can use it to get records that match any of the terms that are entered. It will also search for inflection words (extra letter or letters added to nouns, verbs and adjectives in their different grammatical forms.
"Must Have" Search Box
This field specifies any additional terms that you need to include in your search. Please Note: You must have already completed the "Any" search box to use the "Must Have" search box.
"Exclude" Search Box
This search box allows you to filter out any term or phrase you want to exclude from your search. Please Note: You must have already have completed the "Any" search box to use the "Exclude" search box.
Enhanced Conflict Check
If the 'Enhanced' conflict check is enabled, the settings for its enabled search paramters can be changed by clicking the gear icon next to the "Download All" button.
Results from Conflict Checks can be exported into either an Excel spreadsheet or CSV file. To do so, simply click on the download button in the top right. The Excel spreadsheet will display the results in the "Match" column by bolding the terms.