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Conflict Checking in MyCase
Conflict Checking in MyCase
Using the Global Search Bar will help you conflict check in MyCase.
Ben Q avatar
Written by Ben Q
Updated over a week ago

In order to complete a conflict check in MyCase, simply type the name of an individual or company into the Global Search Bar (top-right of your account), and 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 will show any matching results related to this person. This search includes notes, contacts, cases, leads, messages, documents, and archived cases/contacts.

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To help you better track your conflict checks, you may also save the conflict check to a case or download a PDF copy of it by selecting the "Save Conflict Check" option on the upper right-hand corner of this page.

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Furthermore, you may mark each case as you complete conflict checks on them by toggling the Conflict Check field in the info section of the case. This will make it easy to quickly check a case to see if a conflict check has been completed for it or not. To toggle the conflict check on for an existing case, please open the case's page and click Edit in the upper right-hand corner of the page. Then, locate the Conflict Check field, toggle it so that it is green, and click Save when finished.

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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, or call our support team at (800) 571-8062.

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