Advanced Conflict Check
Reduce Risk with Precision
Beyond Standard Conflict Checks
Overlooking conflicts in the intake process can lead to severe consequences. That’s why our Advanced Conflict Check automation offers more than standard searches, providing a comprehensive and detailed overview of potential conflicts in Filevine.
In-Depth Searches
Perform thorough searches across Filevine Collection, Static, or Contact Card fields, including First Name, Last Name, SSN, Driver’s License, and more.
Custom Field Flexibility
Include custom fields, such as License Plate numbers, ensuring no detail is overlooked in your conflict checks.
Unlimited Searches
Configure and generate as many conflict check searches as needed, ensuring comprehensive and tailored conflict analysis.
Detailed Conflict Reports
Instantly generate a detailed PDF report listing all matching conflicts across:
- Contacts
- Companies
- Contacts at a company
These reports also include associated projects and roles, with the ability to refine role descriptions by distinguishing between roles using a helper field in collections (Example: “Party” vs. “Party Type”).
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