Conflict Searching

Clio offers comprehensive conflict searching capability using the global search field. This can be a powerful tool in completing Conflict Checks. This field searches virtually all of the text-editable fields within Clio, and produces a mini-report detailing all of the locations where a potential source of conflict has been identified based on the content of the query.

How it works is every time you create a person or relationship (adverse party, opposing counsel, witness), that contact will be stored in your Clio account. Using the global search, you can check whether or not a prospective client has ever interacted with your firm in the past.

For steps on how to run a conflict check, click here.

The contents of the notes you input into Clio are also parsed by the global search, which can aid in conflict checking.