The fields that are searchable in Conflicts include Name, Employer, DBA/AKA, Relationship, and Notes (the fields are fields related to the Related Party Conflicts record that is being entered).

The other fields that are available to be searched are: Client Name, Matter Name and the System Notes field.

Diagram 1 – Conflict Record itself. 

If you have appropriate security rights, you may enter Conflicts records directly into the Conflicts database and edit them if needed. All of the fields with the exception of Tax ID can be used for searching or filtering on the Conflicts screen.

The System Notes field in Conflicts corresponds to data keyed in the Additional Description field on the Intake Form or on the Additional Matter Description field on the Matter record itself.  It is read only on the Conflicts screen, but may be edited on the Matter record itself if changes are needed.

 Diagram 2 – Intake Form

Items on the Intake Form flow over to both the “regular” Matter record and also create Conflicts records in the Conflicts database once the Client-Matter Number has been assigned and the Intakes completed. You will have a Client Conflicts record, a Matter record and possibly Related Party records created in Conflicts if they are input into the system.

Diagram 3 – Client Record and Matter Record in File Maintenance as it relates to Conflicts:

The System Notes field in Conflicts corresponds to the same field shown below in the picture labeled Additional Matter Description on the Matter record itself. Note that on the Intake Formit is often labeled simply Additional Description.

Note that normally invoices present the first four lines of the Additional Matter description and notes keyed below lines 4 will not show on the invoice.  These notes are still searchable and stored in the Conflicts record, so it is possible in some cases to add notes below line 4 and have them available for searching purposes if needed.