KCS - Is There a Conflict Check Report in Clio?

Objective:

  • Generate a report for Conflict Check
  • Perform a Conflict Check
  • Conflict Search
  • Check for Conflicts

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

While Clio does not offer a formal Conflict Check report, we recommend using the Global Search (at the top of the page in Clio) to search the name of potential new Clients to help identify any potential conflicts.

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