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Conflict Check App

  • Sep 23, 2025
  • Knowledge

How To
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The Conflict Check app simplifies how you complete conflict of interest checks in LEAP.  By searching across all People, Cards, Matters and Correspondence, you are able to quickly identify where a conflict may arise before instruction. With a full history of changes and integration with the applicable Compliance area of LEAP, you are given an indelible record able to prove you acted with full knowledge when taking instructions from clients. You can add notes to the Conflict Check, set statuses and also assign to other users to review the check if required.

Accessing the Conflict Check App

 

To access the App:

  1. Click the LEAP Menu > Cards > Conflict Check.

    This will load the last 7 days of Conflict Checks undertaken by your firm. 

    You can search by a wider range through the date selector at the top of the screen, and perform an Advanced Search to find searches by Search Term, Staff or Status. 

    The Conflict Check list provides summary information of each check that has been performed.  You can open previous Conflict Checks to view and edit them, and this information can also be printed if required. 

    From the summary you can see:

    • The date and time of the Conflict Check;

    • What was searched for;

    • Summary information about potential conflicts;

    • The Matter Number associated with the check;

    • The status of the check.

Creating a New Conflict Check

 

  1. Click New Check, to create a new Conflict Check.

  2. Enter the term you wish to search for, terms can include, Names, Addresses, Telephone Numbers, Date of Birth, and Email Address. 

  3. Click the magnifying glass to perform the check. 

  4. You can check the Exact Match box to search for the exact phrase entered but leaving it unticked will search more widely. 

     
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    For example, if you search for ‘Jones’ and tick the box, you will receive only results saying ‘Jones’.  Leaving it unticked will show all results that contain either ‘Jones’ or include ‘Jones’ in another part of the name eg. ‘Jonestone’   

    The results show where the check has found a match in:

    • Cards associated with the Other Side of a Matter;

    • Cards, including Organization Cards where People match;

    • People records, including Previous and Maiden Name fields;

    • Matter descriptions;

    • Correspondence attached to matters.

  5. You can use the accordion to view each check area and click to view each associated entity (Card, People, Matter, or Correspondence) to check and satisfy yourself you have no conflict of interest.  

  6. Once each record has been checked, you can enter information in the Details section and change the Status as appropriate.  It is also possible to assign the Conflict Check to another member of Staff.

  7. Once the Conflict Check has been completed, you can attach it to either a Matter or a Card using the document icon in the top left , it is also possible to delete a Conflict Check using the Trash.

  8. From the main screen it is possible to attach a Conflict Check to either a Matter or a Card by clicking on three dots at the end of the Conflict Check line.

    This will save a copy of the Conflict Check report to the Matter or Card in PDF format and update the matter Conflict Check Details with the check information.

     
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    When you attach a conflict check report to a matter by selecting "Attach to Matter and Update Compliance," the compliance table will be updated. If the changes don’t appear immediately, try logging out and logging back in to refresh the system.

Different Status in Conflict Check

 

New: This is the default status when a conflict check is initiated for the first time.

In Progress: Once the check has been started, it moves to In Progress to indicate that it is currently being reviewed.

No Conflict: This status is used when the individual has been thoroughly checked and confirmed to have no conflict. This includes verifying they are not on the opposing side, do not have an existing client card, are not listed in the LEAP database, are not associated with the matter, and that correspondence has been checked for any mentions of the individual.

Risk of Conflict: The conflict check tool has identified potential risks. Further investigation is required before proceeding.

Conflict: A clear conflict of interest has been identified. The firm is unable to act on behalf of the individual.

Last Modified Date
9/23/2025 9:35 PM
Title
Conflict Check App
URL Name
Conflict-Check-App-US

Resolution
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Conflict Check App