Practice Management / Conflict Checks

Conflict checks that look everywhere

One check searches names and keywords across accounts and contacts, matters and their related parties, leads, opportunities, connections and the documents in your legal DMS, then rates every hit so your team reviews what matters first.

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Conflict check on a matter listing possible conflicts rated strong, medium or weak, each with Review, Clear, Block and Note actions

Every source at onceAccounts, contacts, matters, related parties, leads, opportunities, connections and DMS documents.

Rated by riskStrong, medium and weak, with the reason for each hit.

Clear, block or noteDecide on each hit and keep an audit trail of who decided what.

Names and keywordsAdd former names, directors, family members or keywords such as a project, property or deal name.

One search across your whole practice

Run a check on a matter, lead or request. The client, the other parties and the related parties are checked automatically. Add more names, such as former names, directors, family members or the other side’s lawyers, and search by keyword too: a project, property address, transaction or anything else that should ring a bell.

Keyword search alongside names, across records and document content
Accounts and contacts, including the companies a person is connected to
Matters and their related parties: opponents, witnesses, experts, insurers and counsel
Leads, opportunities and connections from CRM
Document names and content in the SharePoint DMS, including filed emails

Names checked, extra names and keywords to search, results summary and how matches are rated — Names and keywords checked, with a summary and the rating guide

Hits rated so the risky ones come first

Every possible conflict is rated and explained in plain words, for example: “Acme Holdings Limited (company of Antony Clarke, client here) is Opposing Party on matter 01029”.

Strong: on the other side elsewhere, such as your client being an opposing party on another matter, or the other way round
Medium: the side is unknown, or found through a connection, a similar name, a lead or a document’s file name
Weak: the same side elsewhere, a witness or expert, or a document that mentions the name
Restricted matters show only their number, so a conflict check never exposes confidential details

Possible conflicts with strong and weak ratings, the matters they relate to and matching documents — Each hit rated and explained

Review, decide and report

Work through the list with filters for hits that need review, are blocked or are cleared. Clear, block or add a note to each one, clear all weak hits at once, run the check again when details change, and produce a report for the file.

Needs review, blocked, cleared and all, plus strong, medium and weak filters
Documents tab listing every DMS file that mentions a checked name
Last run date and who ran it, recorded on the check
One-click report for the matter file or risk team

Conflict check header with Run again, Report and Open request, and filters for review status and rating — Run again, report, and filter by status and rating

See a conflict check run against your own clients and matters.

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From first contact to final invoice, on one platform

Practice Management connects every step. Explore the rest of the flow.

Step 1Accounts & Contacts Step 2Matters Step 3Outlook & time Step 4Documents Step 5Client portal Step 6Invoicing Step 7Trust Accounting Step 8Dashboards Step 9Xero

See d365Legal with your own matters

Book a personal demonstration with David Blumentals, Director, Dynamics 365 Practice, or take the platform for a test drive.

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