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:
- 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.
- Select a Contact from the list as needed.
- 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.
Conflict of Interest, Lawyer, Barrister, Ongoing Matter, Review