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 run a 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.
The Conflict Check can be accessed from either the Actions menu on an item or from the Navigation Bar.
To access the Conflict Check from the Actions menu, navigate to the Item that you would like to run a Conflict Check on and select Conflict Check from the Actions menu on the Item. If the Conflict Check option does not appear, you either don't have permissions to run Conflict Checks or a Conflict Check is not available for that Item.
To access the Conflict Check from the Navigation Bar, simply select it from the menu.
If Conflict Check doesn't appear in your Navigation Bar, contact your System Admin about adding it. If you are a System Admin, please contact Centerbase Support about adding it to your 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. This search box will get records that match any of the terms that are entered. It also will 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 must be included in your search.
"Exclude" Search Box
This search box allows you to filter out any term or phrase you want to exclude from your search.
Enhanced Conflict Check
If Enhanced Conflict Check is enabled, there will be a cog icon located next to the Download All button that will allow the Search Parameters to be changed.
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.