Perform a Conflict Check
Check for conflicts of interest before taking on a new client or matter.
Performing a Conflict Check
- Navigate to Legal → Conflict Checks and click New Check.
- Enter the prospective client name and any related parties.
- The system searches all existing clients, matters, and contacts for matches.
- Review any flagged matches and document your assessment.
- Mark the check as Cleared or Conflicted and attach approval notes.
Where to go next
- Understand the whole module → Open a Matter
- Next in this module → Log Time Entries
- Record Court Dates
- See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together
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