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Conflict Checking: Manual Searches, Automations & Best Practices

Learn how to identify and manage potential conflicts of interest in Lawmatics. In this recorded Wednesday Workshop, Erika Bertolini walks through running manual conflict checks, choosing search terms and match settings, and using automations to incorporate conflict checking into your intake process. See how to review and resolve possible conflicts, prevent workflow bottlenecks, notify staff when action is needed, and track matters that are declined due to a conflict.

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