KB Corner: Using PracticeMaster Conflict of Interest Search

December 2022    Tags: PracticeMaster, Resources

You already know how important it is to check for conflicts of interest in your practice. You are probably already using PracticeMaster’s Conflict of Interest Search, but are you taking full advantage of all of the features?

Conflicts of interest can greatly impact how a firm can operate; therefore, it is important that firms implement specific guidelines regarding when conflict checking must be performed. At the minimum, a conflict search is typically run before taking on a new client or matter, and when a new attorney, paralegal, or other employee joins the firm.

Take the time to review Knowledge Base Article R11445, “Using the PracticeMaster Conflict of Interest Search.” This article provides information on what conflicts and conflict searches are, how to run a conflict search, what the different fields on the Conflict of Interest Search window are, how to customize what shows on the Conflict Report, how to create and search a database of prior conflicts, tips and examples, frequently asked questions, and troubleshooting.

Make sure you don’t miss a conflict. Having firm members review conflict of interest guidelines on a regular basis, including how to use PracticeMaster’s Conflict of Interest Search, helps maintain your firm’s impartiality on every matter.

Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”