This guide shows how to run and interpret an automatic soft conflict check in LawAccounting/CaseQube so you can quickly spot and resolve ethical or opposing-party issues before taking on a matter. It explains where to find the conflict banner and results, how to view matches as attorney or staff, and the simple steps to classify, save, and mark items ready for review. Following it reduces risk and keeps intake records compliant.
1. Step 1: Open the Intake Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Intake Tab
- Click on/Enter in Intake you are working on
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2. Step 2: Understanding the Soft Conflict check
Conflict checking ensures the firm is not representing opposing parties or taking on ethically conflicting work. A Soft Conflict check automatically occurs once the intake is entered into the system.
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From the Intake record, review the Conflict Banner at the top.
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A green banner means No Conflicts detected.
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A yellow or red banner means potential conflicts need review.
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To view the results click Conflict Results Tab
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Click the Down Arrow to view matching terms
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3. Step 3: View Conflict Results
- To view as an "attorney" or "staff" click View
- Click "view as attorney" or "View as Staff"
- Conflict Check Results will appear
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4. Step 4: Review and Resolve Conflicts
- Review all matched terms displayed on the screen.
- Select the checkbox at the top to mark all entries at once, or select individual boxes as needed. Must check at the "Party" and "Intake" Level.
- Assign a status to each item: Potential, Conflict, or Not a Conflict.
- Click Save and then select Mark as Ready for Review.
- The Intake screen will refresh. If no conflicts are identified, the conflict bar will display in green.
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