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# Matter Conflict Check

# Conduct Conflict Check for a Matter

**To conduct a conflict check, go to: **

**Step 1**

Clients & Matters sidebar menu > Matters tab > find the name of the Matter > Actions menu > Conduct Conflict Check 

	| Helpful Tips: 
	If you have not conducted a conflict check, you will notice a  red exclamation icon   under the Actions menu for that Matter.

**Step 2**

On the “View Conflict Check Results” popup window, click the “Conduct New Conflict Check” button.

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_3r0ew1.png)

When you click the “Conduct New Conflict Check” button, you will be presented with a screen to “View Conflict Check Results.” 

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1u8bo9w.png)

When you click the “View Conflict Check Results” button, you will be presented with a screen that shows you whether there is a conflict or not. 

**Step 3a**

If there are no conflict(s), you’ll get a screen resembling the one below indicating that “no conflict is detected.”

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1efnz7n.png)

**Step 3b**

If there are potential conflict(s), you’ll get a screen resembling the one below asking you to  “Resolve Conflict.”

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_fb2m8k.png)

When you click “Resolve Conflict,” you’ll get a pop-up window that allows you to “add notes” about the conflict.

**Step 4**

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1fgahcf.png)

**Step 5**

If you choose not to add matter notes and save, you’ll next receive the next receive the “Client Conflict Search” screen requesting you to take the following actions:

1. Resolve/Admit the conflict
2. Unresolved/Reject the conflict

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1x5n9q4.png)

**Step 6**

Unresolved/Reject the conflict

If you think the conflict is not resolvable and want to reject it, you will get a screen to “View Conflict Check Results.”

Actions required on this screen are to:

1.	Conduct a New Conflict Check

2.	View the original conflicts detected.

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_ke5rxs.png)

**Step 6a**

View the original conflicts detected

If you “View the original conflicts detected” you get the “Client Conflict Search” screen to  view the conflicted detected giving the another change to either:

1.	Resolve/Admit the conflict

2.	Unresolved/Reject the conflict

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_o9axw4.png)

**Step 6b**

Conduct a New Conflict Check

If you “Conduct a New Conflict Check” you receive a screen to “View Conflict Check Results”

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_3cvmrc.png)

If you select the  “View the Conflict Check Results” button again at this point, it will take you back to the Conflict Search Results screen.
 
| Helpful Tips: On the Matter Summary screen, under the Matter for which you have conducted a conflict check, you will notice the red exclamation icon   under the Actions menu is removed and the menu link is now called “View Conflict Check” 

# How to View Conflict Check

**Go to:**

Clients & Matters sidebar menu > Matters tab > find the name of the Matter > Actions menu > View Conflict Check.
                                                  
# About Matter Summary

This feature allows you to view a list all Matters created as Trust and their status of: Open, Pending, and Closed.  You are able to view the detailed information of individual Matter and filter Matter by Client from the list of available Matter. 

You are not able to edit a Matter using this feature. To edit a Matter, use the Matter function located under the Clients  & Matters sidebar menu.