Overview
Using the Global Search Bar helps you perform thorough conflict checks to ensure ethical compliance and professional diligence.
Tip: We recommend following along in your MyCase account while reading this guide.
📌 Why Conflict Checking Matters
Before accepting a new case, conducting a conflict check is critical. This process ensures you:
Adhere to ethical rules and legal regulations.
Remain compliant with your malpractice insurance requirements.
Avoid potential professional conflicts of interest.
🔍 How to Perform a Conflict Check
Search: Enter the name of the individual or company into the Global Search Bar (top left).
Expand: Click the Start an advanced or conflict search button in the drop-down menu.
Analyze: If the name is associated with any existing matters, the system will display all matching results across cases, people, and documents.
📁 Tracking & Saving Results
Once you have performed the search, you should document the results for your records.
1. Save the Search
Select the Save Conflict Check option. You can:
Attach the results directly to a specific case.
Export the report as a PDF for external filing.
2. Mark a Case as "Checked"
To keep your team informed, use the Conflict Check toggle within individual cases:
Open the Case Details page.
Click Edit.
Locate the Conflict Check field and toggle it to Green.
Click Save & Close.
Note: This allows you to quickly see at a glance which cases have cleared the conflict process in the "Items & Info" section.
🎓 Level Up Your Skills
Want to master your workflow? Take the Case and Contact Management course in the Learning Center | MyCase to learn how to handle up to 38% more cases.