Actionstep’s “One-Click” conflict check takes the complexity and variability out of conflict checking. Simply type in a name, or part of a name, and click a button. All data repositories are selected by default. Sensible scope matching ensures that you don’t get flooded with meaningless information, as well as ensuring you don’t miss anything important. If necessary, you can refine your search by selecting specific data sources and/or changing the search terms.
The search results are grouped by data source, and you can open the associated detail record by clicking on a link. This allows you to examine all the search results in as much detail as you need, without losing context.
You can output your search result to a PDF document or an Excel spreadsheet, and optionally save this to the associated matter or contact record. The document contains the date and time the search was run and which parameters were selected.
Conflict checks can potentially open a security hole if permissions are not respected. In Actionstep, the 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.