Conflict Checking allows a firm to enter all information needed to avoid a conflict with active or closed matters and potential clients. System-wide searches of integrated modules eliminate the need to enter key information more than once.
- Monitor client and professional relationships
- Unlimited number of key names, key words and related parties for any client and matter
- Define relationship to client or matter, such as: company officer, opposing attorney, expert witness, etc
- Five simultaneous searches across all files, related parties, time and billing, matter notes and mailing lists
- Wildcard searches when the spelling is not known
- Combine name and keywords to find a match
- Zoom into originating record, such as matter notes, for more information
- Links between clients and matters
- Retention of information on closed cases
- Handles non-client related data such as: prospective clients, firm library, articles and personnel information
- Electronically open records for clients and matters set up in time and billing
DDI, Inc. • 1939 Waukegan Road •
Suite 207 A • Glenview, IL 60025
Phone: 847/486-0003 • Fax: 847/486-8884
E-Mail: info@ddisoft.com