{"id":309,"date":"2019-07-24T11:58:46","date_gmt":"2019-07-24T10:58:46","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&p=309"},"modified":"2024-08-09T12:41:52","modified_gmt":"2024-08-09T11:41:52","slug":"conflict-of-interest-search","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/","title":{"rendered":"Performing a Conflict of Interest Search"},"content":{"rendered":"
\n\n

Who is this guide for?<\/strong><\/p>\n

<\/i> Any Users<\/strong><\/p> \n<\/div>\n\n\n\n

A Conflict Check is available in Osprey to ensure that you do not add a client who is already present on the system, or another side in the relevant case. This guide will take you through running one<\/h2>\n\n\n\n

Conflict of interest searches should be carried out whenever you add a new matter in order to ensure that the other side is not already listed as a client on your system.<\/p>\n\n\n\n

When you are creating new clients, a pop-up will display any similarly named clients, to ensure you are aware you may be adding a duplicate client if you continue.<\/p>\n\n\n\n

To run a Conflict of Interest Search, select Clients & Matters > click Matters > Conflict of Interest – Matter Search.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Client Search<\/p>\n\n\n\n

To search for duplicate Client details, ensure that the radio button is highlighted as below <\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Then select the Next button.<\/p>\n\n\n\n

Enter the details you wish to check for. Please note that you will need to select \u2018Yes\u2019 from the \u2018Include Archives\u2019 drop-down list to search archived files.<\/p>\n\n\n\n

A supervisor level user will be able to edit a system switch, to allow archived files to be included in the conflict search by default, rather than the user having to select \u2018Yes\u2019 from the list. <\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Select \u2018OK\u2019 to perform the search and bring up the conflicts.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Select the Print button if you wish to print out the results or Search to select a matter to save your conflict search to. Click on the Select icon to go to the relevant matter overview. <\/p>\n\n\n\n

This bar will show the criteria used in the search. <\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

To save the results into the Matter History, ensure that the relevant client and matter number is selected, then select Save and click OK when a prompt appears. We can now see that the conflict search has been saved to the Matter History as a web page which can be viewed showing the criteria used and results. <\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n
\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Dossier Search<\/p>\n\n\n\n

We will now look at the Dossier search. Highlight the Dossier radio button and select Next. <\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Select the page and field you wish to search by selecting the relevant entries in the drop-down lists. Then select a Search Type.<\/p>\n\n\n\n

EQUAL To will return results that\nexactly match the specified criteria.<\/p>\n\n\n\n

LIKE will return results that\ninclude the specified criteria but are not necessarily an exact match.<\/p>\n\n\n\n

Place the data you wish to search for into the Value box.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Then select \u2018Add\u2019.<\/p>\n\n\n\n

Your search will appear here. You may add more criteria if you wish. <\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

You may refine your criteria search if you wish. The AND setting will enable you to search for results matching all set criteria.<\/p>\n\n\n\n

Alternatively, use OR if you wish\nto find matches for more than one criteria.<\/p>\n\n\n\n

Click OK to run the search. As with the Client search, you can now print or save to the Matter History should you wish.<\/p>\n\n\n\n

Client & Dossier Search<\/p>\n\n\n\n

You are also able to run a\ncombined Client and Dossier Search, which will first ask for client details to\nsearch by, then will go through the dossier search directly afterwards. This\noption can be used to find a specific client and other side combination.<\/p>\n\n\n\n

Remember, the conflict searches DO NOT<\/strong> search archived matters by default, so you must select them if you wish to include them in your search results.<\/p>\n\n\n\n

There are also several other ways to search for clients<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

A Conflict Check is available in Osprey to ensure that you do not add a client who is already present on the system, or another side in the relevant case.<\/p>\n","protected":false},"author":19,"featured_media":0,"template":"","categories":[275,197],"tags":[],"class_list":["post-309","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-getting-started-getting-started-case-worker","category-using-client-matters-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"\nPerforming a Conflict of Interest Search in Osprey | Osprey Academy \u2013 Customer support and training centre<\/title>\n<meta name=\"description\" content=\"How to perform a conflict of interest search in Osprey using client and dossier searches. Find out more.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Performing a Conflict of Interest Search in Osprey | Osprey Academy \u2013 Customer support and training centre\" \/>\n<meta property=\"og:description\" content=\"How to perform a conflict of interest search in Osprey using client and dossier searches. Find out more.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-09T11:41:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-288.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/\",\"name\":\"Performing a Conflict of Interest Search in Osprey | Osprey Academy \u2013 Customer support and training centre\",\"isPartOf\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-288.png\",\"datePublished\":\"2019-07-24T10:58:46+00:00\",\"dateModified\":\"2024-08-09T11:41:52+00:00\",\"description\":\"How to perform a conflict of interest search in Osprey using client and dossier searches. Find out more.\",\"breadcrumb\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/#primaryimage\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-288.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-288.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/support.ospreyapproach.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Guides\",\"item\":\"https:\/\/support.ospreyapproach.com\/guides\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Performing a Conflict of Interest Search\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"name\":\"Osprey Approach Customer Support & Training | Osprey Academy\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\",\"name\":\"Osprey Approach Customer Support & Training | Osprey Academy\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"width\":201,\"height\":61,\"caption\":\"Osprey Approach Customer Support & Training | Osprey Academy\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/OspreyApproachUK\/\",\"https:\/\/x.com\/OspreyApproach\",\"https:\/\/www.linkedin.com\/company\/ospreyapproach\",\"https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Performing a Conflict of Interest Search in Osprey | Osprey Academy \u2013 Customer support and training centre","description":"How to perform a conflict of interest search in Osprey using client and dossier searches. Find out more.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/","og_locale":"en_GB","og_type":"article","og_title":"Performing a Conflict of Interest Search in Osprey | Osprey Academy \u2013 Customer support and training centre","og_description":"How to perform a conflict of interest search in Osprey using client and dossier searches. Find out more.","og_url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/","og_site_name":"Osprey Approach Customer Support & Training | Osprey Academy","article_publisher":"https:\/\/www.facebook.com\/OspreyApproachUK\/","article_modified_time":"2024-08-09T11:41:52+00:00","og_image":[{"url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-288.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_site":"@OspreyApproach","twitter_misc":{"Estimated reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/","name":"Performing a Conflict of Interest Search in Osprey | Osprey Academy \u2013 Customer support and training centre","isPartOf":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/#primaryimage"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/#primaryimage"},"thumbnailUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-288.png","datePublished":"2019-07-24T10:58:46+00:00","dateModified":"2024-08-09T11:41:52+00:00","description":"How to perform a conflict of interest search in Osprey using client and dossier searches. Find out more.","breadcrumb":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/#primaryimage","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-288.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/image-288.png"},{"@type":"BreadcrumbList","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/conflict-of-interest-search\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/support.ospreyapproach.com\/"},{"@type":"ListItem","position":2,"name":"Guides","item":"https:\/\/support.ospreyapproach.com\/guides\/"},{"@type":"ListItem","position":3,"name":"Performing a Conflict of Interest Search"}]},{"@type":"WebSite","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","name":"Osprey Approach Customer Support & Training | Osprey Academy","description":"","publisher":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization","name":"Osprey Approach Customer Support & Training | Osprey Academy","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","width":201,"height":61,"caption":"Osprey Approach Customer Support & Training | Osprey Academy"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/OspreyApproachUK\/","https:\/\/x.com\/OspreyApproach","https:\/\/www.linkedin.com\/company\/ospreyapproach","https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA"]}]}},"_links":{"self":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/309","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide"}],"about":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/types\/pracctice_guide"}],"author":[{"embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/users\/19"}],"version-history":[{"count":3,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/309\/revisions"}],"predecessor-version":[{"id":69134,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_guide\/309\/revisions\/69134"}],"wp:attachment":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/media?parent=309"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/categories?post=309"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/tags?post=309"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}