To conform with Law Society guidelines, a conflict of interest check can be carried out via the Global Search Field, before taking on a new Client. You will then be able to verify that this action has been performed by including a Custom Field in the Matter.
In this article, you will see (1) how to perform a Conflict Check in Clio and (2) how to note within each Matter that you have carried out this step.
The ‘Search your practice’ field, located in the top-right corner of the Clio page, will allow you to search all text-editable fields across Clio, and review those results to show any potential source of Conflict.
- Enter the search query in this field
- Click on the magnifying glass icon, hit 'Enter' on your keyboard, or choose 'See More Results' from the drop-down menu (if applicable) to display the full list of Search Results
- These Results will be grouped by type (Calendar, Tasks, Time and Expenses, Matters, Contacts, etc.) and it will be necessary to check each category for potential conflict
- In this example, the Search has revealed a Time Entry from an existing Matter, containing the name of the potential Client
Confirming the Conflict Check
In the previous example, we would not be taking on the Client since our search revealed a conflict. Had our search come up clear, we would then enter the Client and Matter into our system.
First, we'll need to create a Custom Field to verify that the Conflict Check has been performed:
- Click on the gear at the top of the Clio page to access Settings
- Find ‘Custom Fields’ in the left-hand column:
- Click ‘Add’ at the top-right corner of the page, in the Matter Custom Fields > Individual Custom Fields section:
- In the 'Name' field type in 'Conflict Check Performed.' Select 'Checkbox' for the Type, and check the boxes to make this field Default and Required. With these options selected, you will not be able to save a Matter, without first checking this box.
Once this Custom Field has been created, it will appear when entering new Matters. You must check to the box to confirm that a conflict check has been carried out before you can create the new Matter.
The confirmed Conflict Check will appear in the Matter Detail: