Conflict Search

The Conflict Search feature is used to search client/matter and opposing party information for possible conflicts of interest.

To perform a conflict search, click on Conflict Search button in Clients & Matters and type in a keyword or phrase.

Unity® Accounting will do an automatic conflict search every time you add a new client.

You can also disable this feature in Maintenance > Global Settings > General.

By default, the software will search:

1. Client Name (name fields in the client and conflict databases, and client/matter notes).
2. Matter description (matter descriptions in the client and conflict databases, and client/matter notes).
3. Contacts (first name, last name and company name in the Contacts database, and contact notes. Contacts designated Private are not searched).

Additionally, you can search:

1. Time (description fields of time entries for open and closed clients/matters).
2. Cheques (description fields of check entries for open and closed clients/matters).
3. Receipts (description fields of receipt entries for open and closed clients/matters).
4. Vendors (vendor name fields in Vendors).