Actionstep helps you avoid conflicts of interest with the click of a button.
One-click Conflict Check
Actionstep’s one-click conflict check takes the time and difficulty out of checking for client conflicts. It’s as simple as typing in a name, or part of a name, and clicking a button.
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.
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.