When it runs automatically
Conflict clearance runs when:- A new matter is created
- A new client is created
- A new counterparty is added to a matter
What the check searches
The check searches existing matters, clients, counterparties, and matter parties across the entire organisation. It does not search outside your firm.The clearance queue
Potential conflicts route to the partner approval queue. Partners and Org Admins see pending items under Compliance, then Conflict clearance.Three outcomes
Ethical walls
An ethical wall restricts specific users from accessing a matter even after clearance. Set ethical walls on the matter Team tab. See Matters for configuration steps.Manual conflict check
Run a conflict check outside the automatic flow:1
Open Compliance
Go to Compliance, then Conflict clearance.
2
Click Manual check
Enter the party names to check.
3
Review results
Results show matching matters and clients with conflict indicators.
Create your first matter
Matter creation and automatic clearance.
Matters
Ethical walls and team access.
