Powerful search
All your data types are searched by default (such as emails, matters, and contacts), and ‘sensible scope matching’ ensures that you don’t get flooded with meaningless information, as well as ensuring you don’t miss anything important. You can further refine your search by selecting specific data sources or changing the search terms.
Smart Search Results
All your search results are grouped by data source and you can easily click into records for more information. This allows you to examine all the search results in as much detail as you need, without losing context.
Save to PDF/Excel
You can easily export your search results to a PDF document or an Excel spreadsheet, and also have the ability to save an export to the associated matter or contact record. The document contains the date and time the search was run, and information on which parameters were selected.
Permissions
Conflict checks can potentially open a security hole if permissions are not respected. Actionstep’s Conflict Check search results only contain items that the current user is allowed to see. The results clearly show which permissions were in effect during the search.
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Actionstep, a leading provider of cloud-based legal practice management software, announced the launch of Actionstep Payments, its new built-in, comprehensive payment solution, now available to Actionstep customers in the US.
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Does your law firm have an effective conflict check process? In considering these tips, you can help your firm conduct thorough and reliable conflict checks and avoid costly mistakes.
Read MoreActionstep Unveils New Built-in Payments Solution – Actionstep Payments
Actionstep, a leading provider of cloud-based legal practice management software, announced the launch of Actionstep Payments, its new built-in, comprehensive payment solution, now available to Actionstep customers in the US.
Read MoreThe New Era of Conflict Checks for Law Firms
Does your law firm have an effective conflict check process? In considering these tips, you can help your firm conduct thorough and reliable conflict checks and avoid costly mistakes.
Read MoreActionstep Unveils New Built-in Payments Solution – Actionstep Payments
Actionstep, a leading provider of cloud-based legal practice management software, announced the launch of Actionstep Payments, its new built-in, comprehensive payment solution, now available to Actionstep customers in the US.
Read MoreThe New Era of Conflict Checks for Law Firms
Does your law firm have an effective conflict check process? In considering these tips, you can help your firm conduct thorough and reliable conflict checks and avoid costly mistakes.
Read More