Conflict Check App

24/09/2025
Knowledge

How To

The Conflict Check app simplifies how you complete conflict of interest checks in LEAP. By searching across all People, Cards, Matters, and Correspondence, you are able to quickly identify where a conflict may arise before instruction. With a full history of changes and integration with the applicable Compliance area of LEAP, you are given an indelible record able to prove you acted with full knowledge when taking instructions from clients. You can add notes to the Conflict Check, set statuses and assign to other users to review the check if required.

Accessing the Conflict Check App

To access the App:

Click the LEAP Menu > Cards > Conflict Check.

This will load the last 7 days of Conflict Checks undertaken by your firm.

You can search by a wider range through the date selector at the top of the screen, and perform an Advanced Search to find searches by Search Term, Staff or Status. The Conflict Check list provides summary information of each check that has been performed. You can open previous Conflict Checks to view and edit them, and this information can also be printed if required.

From the summary you can see:

The date and time of the Conflict Check;
What was searched for;
Summary information about potential conflicts;
The Matter Number associated with the check;
The status of the check.

Creating a New Conflict Check

Click New Check, to create a new Conflict Check.
Enter the term you wish to search for, terms can include, Names, Addresses, Telephone Numbers, Date of Birth, and Email Address.
Click the 'magnifying glass' to perform the check.

You can check the Exact Match box to search for the exact phrase entered but leaving it unticked will search more widely.

Click to edit heading

For example, if you search for ‘Jones’ and tick the box, you will receive only results saying ‘Jones’. Leaving it unticked will show all results that contain either ‘Jones’ or include ‘Jones’ in another part of the name eg. ‘Jonestone’
The results show where the check has found a match in:
- Cards associated with the Other Side of a Matter;
- Cards, including Organisation Cards where People match;
- People records, including Previous and Maiden Name fields;
- Matter descriptions;
- Correspondence attached to matters.
You can use the accordion to view each check area and click to view each associated entity (Card, People, Matter, or Correspondence) to check and satisfy yourself you have no conflict of interest.

Click to edit heading

This is only available in LEAP 2.4 or greater. Older versions will not open the entity.
Once each record has been checked, you can enter information in the Details section and change the Status as appropriate. It is also possible to assign the Conflict Check to another member of Staff.
Once the Conflict Check has been completed, you can attach it to either a Matter or a Card using the document icon in the top left , it is also possible to delete a Conflict Check using the dustbin.
From the main screen it is possible to attach a Conflict Check to either a Matter or a Card by clicking on three dots at the end of the Conflict Check line.

This will save a copy of the Conflict Check report to the Matter or Card in PDF format and can also update the matter Compliance Table with the check information.

Click to edit heading

When you attach a conflict check report to a matter by selecting "Attach to Matter and Update Compliance," the compliance table will be updated. If the changes don’t appear immediately, try logging out and logging back in to refresh the system.

Different Status in Conflict Check

New: This is the default status when a conflict check is initiated for the first time.

In Progress: Once the check has been started, it moves to In Progress to indicate that it is currently being reviewed.

No Conflict: This status is used when the individual has been thoroughly checked and confirmed to have no conflict. This includes verifying they are not on the opposing side, do not have an existing client card, are not listed in the LEAP database, are not associated with the matter, and that correspondence has been checked for any mentions of the individual.

Risk of Conflict: The conflict check tool has identified potential risks. Further investigation is required before proceeding.

Conflict: A clear conflict of interest has been identified. The firm is unable to act on behalf of the individual.

Last Modified Date

24/09/2025 11:23 am

Title

Conflict Check App

URL Name

Conflict-Check-App-AU

Resolution