Actionstep Conflict Check

Start your intake the right way: run a conflict scan before you promise a thing. In Actionstep, open the inquiry or lead, hit Conflict Check, and enter the person, company, related entities, or any unique term—aliases and former names included. One action launches a firm‑wide sweep across contacts, open and closed files, email threads, stored documents, calendar notes, and time entries. Results land in a tight, prioritized list that calls out relationships (client, opposing party, witness, vendor) and shows the snippet that triggered the match. Jump straight into the source without leaving the view, confirm context, and tag items as relevant. When you’re satisfied, attach the check to the intake record so partners can sign off in minutes.

Tuning the search is fast when details are fuzzy. Narrow to selected repositories—only contacts and matters, or include email and DMS. Add a date window, office, practice area, or responsible team. Include or exclude specific parties, use quotes for exact names, and combine terms with AND/OR logic. Misspellings aren’t a blocker: run phonetic and wildcard variations, or store common alternates you can reuse later. Preview hits inline, including text extracted from PDFs and email subjects. Mark entries as cleared, potential, or confirmed conflict, and leave notes for reviewers. With a click, export the findings to PDF or CSV, or push them to the file’s chronology. Triggers can open follow‑up tasks if something needs deeper review. more