Additional Feature: Conflict Check

This additional feature makes the day-to-day work of lawyers easier by helping to answer the most elementary question: Can I accept a case or not?

This is a well-known and fundamental situation in law firms: a potential client is seeking legal assistance and the law firm must now be able to determine quickly whether the case should be applied or rejected. This additional feature searches your client database specifically for possible conflicts of interest by allowing a conflict check to be counterparty carried out on the client opening page with conflict check after prior assignment of counterparties. The criteria client, honorary note address, client ordering party and the previously assigned counterparties are taken into account. Two optional additional fields and custom field item search options that can be activated via a checkbox ensure efficient search results.

For each result found, a line is created in the Results Conflict Check subfolderrow where the results are stored and displayed saved in different colors. Every run of a conflict check on a mandate is logged in this case, and a history of all conflict checks performed on that mandate case is created.

The import of the additional feature creates the following objects:

• Class settings and page adjustments for the Mandate class and case additional classes 18 and 19
• 9 Additional fields Custom field items created
• The Mandate Manager case manager and Mandate Supervisor rights are added to existing user groups
• These must be assigned to the group Address Administrators so that counterparties can counterparty set

a detailed description of the additional feature can be found in the Knowledge Base Article Additional Feature: Conflict Check

There you will also find the file for download.