Learn the step-by-step process for executing a manual conflict check within your intake records. This guide ensures you can accurately identify, resolve, and document potential conflicts to maintain compliant case data.
Access Intake Record
1. Step 1: Initiate the Upload Questions Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Intake Tab
- Click on or Enter in details for Intake you are working on
/>
Initialize Manual Check
2. Step 2: Understanding the Manual Conflict Check Option
-
If a deeper search is required, click Conflict Search to run a Manual Conflict Check:
-
Review the pre-filled terms (client names, emails, phone numbers).
-
Add additional identifiers (e.g., Social Security number, date of birth, address, related party names).
-
Run the search again and review matched records.
-
/>
Resolve Matching Conflicts
3. Step 3: Review and Mark Conflict Check Results
- 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.
- Enter a Conflict Check Name & Click Save
/>
4. Step 4: View Your Conflict Search
- Click on Parent Record
- Click Conflict Results Tab
- Click on the Down Arrow next to your Conflict Search Name to view Results
/>