Conflict of Interest

Case Management - Conflict of Interest

ParaLaw helps you identify potential conflicts of interest by doing deep searches throughout your database. Many options are available to allow you to specify how deep you want the search to be.

 

Search targets include:

  • Contact name, information, and comments
  • Case name, information, and comments
  • Both case and contact custom user fields
  • Street address
  • Linked contacts and cases
  • Appointments and tasks

Search by Address:

One of the searches that ParaLaw can do is by street address. This can be helpful in identifying if the contact resides at the same address as someone else that's already in your database.

 

 

 

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