posted this on May 13, 2011 06:00 AM
Last Updated: February 12, 2014
Clio does offer comprehensive conflict checking capability using the global search field at the top-right of the application. This field searches virtually all of the text-editable fields within Clio, and produces a mini-report detailing all of the locations where a potential source of conflict has been identified based on the content of the query.
Enter your search query in the top right hand field and either choose from the drop-down items provided or hit enter and your search results will be revealed:
How it works is every time you create a person or relationship (adverse party, opposing counsel, witness) you can search against that name and the contact card/matter will be revealed. Also the entire Notes section is completely searchable which is a extremely helpful to locate key words.
If have any questions, comments, or concerns about Clio don't hesitate to contact us via our feedback form, by email at firstname.lastname@example.org or by phone at 1-888-858-CLIO(2546).