You can view all Matters related to a Contact on their mattero profile page.

This can be used to confirm if a Contact has a conflict of interest prior to associating them with a Matter.

Viewing a Contact's Related Matter

To view a Contact's Related Matters:

1. In the sidebar, select the Contacts icon to view the Contacts page, then use the Search option to search for a specific Contact.
   
   Alternatively, use the Omnisearch feature from the top of any page to search for a Contact; please note, if your Contact does not appear in your initial search, select View All Found Contacts for a full list of results.
   
   
2. Select a Contact from the list as needed.

3. In the Contact's page, select the Related Matters tab.
   
   Please note this tab defaults to only displaying Matters with an "Open" status; select the Matter Status option to display Open or Closed Matters, or select Clear to show all Matters.
   
   To perform a conflict check, consult the Role column for each Matter; this displays the role the Contact had in each Matter, and can be used to determine if they have a conflict of interest with any other Matters in your organisation.
   
   For more information, select the Title of any Matter to open that Matter's page.