Conflict Check

Amicus can assist you in checking for conflicts of interest among the people in your database. Build a custom conflict check by picking what elements of Amicus should be searched, including custom fields, time entries, notes and more and save or print results in an easy to read report.

To search for conflicts of interest:

1. Open the people or file Index and choose Check Conflicts on the actions menu.
2. Select the type of search. You can choose to do a basic or advanced search.

Conflict Check - Basic Search

Conflict Check - Advanced Search

Basic Search

1. Enter the name you want to check for possible conflict.
2. Click Check Now to search full name, company name, street address and notes fields in contact records and shows related contacts.

Advanced Search

1. Enter one or more names you want to check for possible conflict separated by semicolons.
   • If you are not sure of the exact name, try typing only part of the name to display as many potential matches as possible for more complete results. For example, a search on Donald will find Donald, McDonald, MacDonald, and Donaldson.
   • If you enter a search phrase, such as John Smith, the results might be more restricted than you desire. This search will find John Smith and John Smithson but would miss Johnny Smith and John B. Smith.
   • Searches are not case sensitive. SMITH, Smith, and smith are the same.
     
2. Select the fields you want searched.
   • Contact fields- search against both contacts and firm members.
   • Contact Custom Text Fields- searches custom fields of the following types: text, memo, path/URL, email, SSN, and SIN. Amicus Administrators should note that, to ensure inclusive results, fields are searched even if their "Include in searches" attribute is set to false.
   • Show Contact Relationships- lists the people who are related to each match found by a contact search.
   • Note records- searches the text of all unassociated and associated notes.
   • Event Title and Notes- searches the event title and main note fields. Associated note records are not included.
3. Click Check Now to search selected fields in contacts, files, time entries, events, documents, communications, and/or note records and optionally shows related people.

Conflict Check Results

1. The conflict check results dialog lists all records that match on any of the names searched for. The following information is shown for each record:

   Conflict Check Results

   • Type of matching record (contact, file, note, to do, etc.).
   • Name/Title of matching record. For documents and time entries, the assigned short file name is shown if there is a file association. If a document is assigned to a contact only, the contact's name is shown instead. For records to which you do not have viewing rights, NOT IN YOUR LIST or RESTRICTED is shown, as appropriate.
   • Date of matching record (contact's last contacted date, file opened date, creation date, etc.).
   • Match Found In field(s).
   • Comments- Names of related people:
     • See: Name(s)- If you are not assigned to the person matched on, the Firm Member(s) assigned to that record are listed here so that you may consult them for further information (for files, the responsible lawyer is shown).
     • Name is Related- If the person is shown in the results because they have a non-reciprocal (i.e. one-way) relationship with a person who matches your search, the name of that matching person is shown here.
     • Related to: Name- If the person is shown in the results because they have a reciprocal (i.e. two-way) relationship with a person who matches your search, the name of that matching person is shown here.
   • Conflict With- The search name for which this match was found.
2. To see more information about a record, double-click the row in the results list. The record’s details dialog will open.
3. To generate a conflict check report, click Print from the results page. The report opens in your default word processor (or Notepad).
4. Save and/or print the report. You can also associate the report to an Amicus file.

You are fully responsible for checking and determining possible conflicts of interest in every case. While Amicus Attorney provides a useful tool, it should not be relied on to make a final conflict determination. Only your professional judgment can do that, using all the information within the firm’s possession, and allowing for errors and omissions which people may have made in recording that information.

For more information on Amicus Attorney 2009 Premium Edition visit www.amicusattorney.com.