Completing a Conflict Search

In this article:

• Setting Search Parameters
• Understanding Search Terms
• Section 3 Heading
• Section 4 Heading

A conflict check investigates possible legal conflicts of interest between a firm's potential and existing clients — an important first step before onboarding a new client. The Conflict Search is set up solely to simplify this process, allowing you to use keywords to search for conflicts within Actionstep Legal Accounting. This article walks you through where to find the Conflict Search, and how to use it. 

Setting Search Parameters

There are several options to determine results of the Conflict Search, including content and format. This section will walk through setting these options. 

To set Conflict Search parameters:

1. Navigate to Contacts > Conflict Search.
   
2. Click the Search Contacts, Files, and Entries dropdown at the top left of the page. This will open the Contact Search Options window.
3. Select an option from the View dropdown: 
   • The Conflict view formats results for PDF or on-screen viewing. This view will not display empty fields.
   • The Excel view formats results for spreadsheet viewing. This view will include all fields, even if they don't contain data.
4. Enter any search term(s) into the Conflict Search Bar (View Parameters > Search for Names (All)).
   
   TIP:  Please see the following section, Using the Conflict Search Bar, for more information about search terms. 
5. Toggle data filters on and off as needed. These filters control which data Actionstep Legal Accounting will search. You may see more filters depending on which integrated packages you use.
   
6. Choose how you would like to view search results from the Generate To dropdown at the bottom left of the window (screen, PDF, Excel, etc). 
7. Click the circled ▶ icon at the bottom left of the window to begin the search.

Using the Conflict Search Bar

The Conflict Search Bar is where you will enter the specific name(s) you want to look up. This section will cover how best to enter search terms to find the results you need.

Searching for individual names:

Using a contact named Jonathan Samuel Potter as an example...

• The search will bring up exactly these names:
  • "Jonathan Samuel Potter" will trigger a match.
  • "Jonathan S. Porter" will not trigger a match.
• All words in a search term must sit relatively close to one another in order to trigger a match. It does not matter what order the words are in.
  • "Jonathan" and "Samuel Potter" will trigger a match.
  • "Potter, Jonathan Samuel" will trigger a match.
• 
  

Searching for company names:

1. Write out your steps.
2. Start each instruction with an action ["Click Button Name"] followed by a description of the result ["The Matter Views page appears."]
3. Use bold for UI labels to help the user correlate instructions with the UI. Do not use quotes around UI labels.
4. Include screenshots as appropriate: 
   • Add a border around the screenshot to give it definition.
   • In the screenshot use a purple (#990099) box to highlight the feature. Use arrows sparingly.
5. Add notes and tips as needed.

Viewing Results

Provide a brief description of what's covered in this section. 

Before you begin:

• List any prerequisites, like a feature flag, permission, or task an admin or user would need to do first before completing this task. 

To do this task:

1. Write out your steps.
2. Start each instruction with an action ["Click Button Name"] followed by a description of the result ["The Matter Views page appears."]
3. Use bold for UI labels to help the user correlate instructions with the UI. Do not use quotes around UI labels.
4. Include screenshots as appropriate: 
   • Add a border around the screenshot to give it definition.
   • In the screenshot use a purple (#990099) box to highlight the feature. Use arrows sparingly.
5. Add notes and tips as needed.

Section 4 Heading

Provide a brief description of what's covered in this section. 

Before you begin:

• List any prerequisites, like a feature flag, permission, or task an admin or user would need to do first before completing this task. 

To do this task:

1. Write out your steps.
2. Start each instruction with an action ["Click Button Name"] followed by a description of the result ["The Matter Views page appears."]
3. Use bold for UI labels to help the user correlate instructions with the UI. Do not use quotes around UI labels.
4. Include screenshots as appropriate: 
   • Add a border around the screenshot to give it definition.
   • In the screenshot use a purple (#990099) box to highlight the feature. Use arrows sparingly.
5. Add notes and tips as needed.

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• Link to any other articles that are directly tied to this one.