To avoid conflicts of interest, you can add customers to a blacklist, preventing new matters from being opened for them. A conflict of interest may arise, for example, from an employee’s previous work history.

The blacklist can be found in the Inspections group of the Tasks area. When adding a customer to the blacklist, you must record both the reason for blacklisting and the condition under which the customer can be removed from the list. You can also link users to the event who are the reason the customer is being blacklisted.

Adding customers to the blacklist does not prevent new matters from being opened. However, the software will notify you of the blacklisting when:

• a matter opening request is being made for the customer,
• a new matter is being created, or
• the customer is being added as a party to a matter.

The blacklist status is also visible:

• as a red dot next to the customer’s name in the Conflict Search folder's customer list, and
• as a warning triangle in the conflict check window next to the principal’s name.

If you want to completely remove a customer from the blacklist, you must first remove the users linked to the event. The blacklist entry can also be deactivated by saving a reason for removal. In that case, the entry will no longer appear, for example, in the conflict search list.

The maximum character limit for the fields Reason for Adding, Condition for Removal, and Reason for Removal is 200 characters.