Conflict Checking in MyCase

Using the Global Search Bar will help you conflict check in MyCase.

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago


Overview

Conducting a conflict check before accepting a case is critical. This helps ensure you do not violate ethical rules and regulations and remain compliant with your malpractice insurance. MyCase provides a feature that enables you to perform conflict checks directly within the app.

Complete a conflict check in MyCase

  1. Type the name of an individual or company into the Global Search Bar

  2. Click the Search Everything (Conflict Check) option provided in the drop-down menu.​​


​If the name you entered has been previously associated with any matters within MyCase, the conflict check shows any matching results related to the person searched.

The search includes notes, contacts, cases, leads, messages, documents, and archived cases/contacts.

Track conflict checks

  1. Select the Save Conflict Check option to save the conflict check to a case or export it as a PDF.


You can mark each case as you complete conflict checks by toggling the Conflict Check field in the Items & Info section of the case. This makes it easy to quickly check a case to see if a conflict check has been completed.

Toggle conflict check for an existing case

  1. Open the case page

  2. Click Edit.

  3. Locate the Conflict Check field and toggle it to green.

  4. Click Save & Close when finished.​

User-added image

We are constantly making updates and enhancements to MyCase. If you would like to see more robust conflict checking capabilities, please let us know what you have in mind. You can reach us at support@mycase.com, or call our support team at (800) 571-8062.

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