As of now, based on our firm's rep, when we open a case and we enter client, parties or any entity into our address book, this information is separate from the "Related Parties" feature when doing conflict checks. However, this information is identical to the related parties information needed to run conflict checks. I was told I need to enter the information twice, once in the address book and again for this contact be populate in a conflict check. That seems insane. As an established firm, in order to use the conflict check feature we have to manually move each contact to related parties in order to run conflict checks. I am trying to convince my bosses to stay with TimeSolv but they want a system that does both seemlessly.
How often would you use this request?
For every new client, business relationship....all things related to conflict checking in a law firm which would be daily.