Johanna Bradley (Customer) asked a question.
How do I perform a conflicts check?
How do I perform a conflicts check?
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Johanna Bradley (Customer) asked a question.
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Hi @Johanna Bradley (Customer)
Thank you for reaching out to us here on our community page. Here is the community article to assist you with performing conflict checks - https://community.leap.us/s/article/Conflict-of-Interest-Check.
Thank you,
Lori
Hello
The link doesn't work. Do you have a new link where we could look for step by step instructions?
@Johanna Bradley (Customer) That link is broken. The best way to conflict check (we have 12+ lawyers) is to search cards, then search people, then in Correspondence Search, go to advanced and search there in content, since you might have engaged with or had dealing with people outside of cards and people.
Agreed Scott. Yes, Lori, why can we no longer get to the community page?