You can reject or approve a conflict check immediately after performing it or after receiving comments on the conflict inquiry sent by email.

If you reject the conflict check, the rejector and the time are automatically recorded, but the software will prompt you to provide a reason for the rejection. Rejected conflict checks can be viewed in the Conflict Checks folder in the Workspace area or in the customer’s Completed Conflict Checks view by filtering for rejected checks. The “Reason for Rejection” button on the ribbon lets you view the reason for rejection if a reason has been added.

If you approve the conflict check, you can then create a new matter from it:

• In the Customers area and the customer’s Conflict Checks folder, you’ll find the Completed Conflict Checks view, which lists approved conflict checks.
• Move the cursor to the row of the approved conflict check and select “Create Matter” either from the ribbon or from the right-click menu. You can also open the conflict check for review and create the matter from the conflict check window.
  
  
• The “Create Matter” button will pre-fill the new matter with:
  • The principal, owner, responsible person, the subject of the conflict check in the Subject field, and the responsible person’s business unit.
  • The conflict check’s creation date as the matter’s Receiving Date and the current date as its Opening Date.
  • The description from the conflict check in the Description field of the Invoicing tab.
  • The principal as the sole (100%) payer in the Parties folder. Other parties related to the conflict check are also added to the matter’s Parties folder, but without roles.
• Edit the information as needed, fill in any missing details, and save the matter. This action saves a link to the matter in the “Opened Matter” field of the conflict check.