Tip of the Week: Related Parties and Conflict Search

The way that attorney’s ethics rules are written, they are not allowed to work with a client if their matter involves conflicts of interest with another client. For example, a wife seeking divorce has a conflict of interest with her husband seeking child custody. Attorney’s can only side with one of the two ends, and that’s why they must conduct conflict checks. By conducting conflict checks they can ensure they are working in the best interest of the clients and in the most responsible manner of protecting them. Today’s Tip of the Week focuses on how to enable the Conflicts Search in TimeSolv and how to create and check for related parties.

Firstly, enable conflicts search under Client>Settings.

Now under the Relationship Types tab, you can specify the types of relationships you need to track, as well as ‘Related Party Types‘ under the next tab. TimeSolv recommends users use ‘Clients’ as the Related Party Types as most conflicts will be between clients.

Now under the Clients drop down at the top of the screen you will see a Related Parties link. Click on that to start adding new related parties.

Then by clicking on the company name/last name of the related party you can create the relationships you need to track right at the bottom of the screen. When creating a new relationship you can see that TimeSolv allows you to specify the type of relationship, the sub-type, the associated client-matter, and any other extra details you need to associate with this relationship.

Now head under Client tab at the top of the screen and click on Conflict Search link to enter the name of the person or company. Results will show if the associated person or company is already in the system and what kind of relationship they may have with the client/matter.

If you’d like more help about our conflict search feature, please call 1.800.715.1284 or schedule a FREE 30-minute session now!

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