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

To 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.

To help you better track conflict checks:

  1. Save the conflict check to a Case or Export As PDF by selecting the "Save Conflict Check" option.

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 for it.

To toggle the conflict check for an existing case:

  1. Open the case page

  2. Click Edit.

  3. Locate the Conflict Check field and toggle it so it is green.

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

Did this answer your question?