{"id":243567,"date":"2020-09-26T21:01:00","date_gmt":"2020-09-26T19:01:00","guid":{"rendered":"https:\/\/daylitepro.com\/daylite-crm-software\/individual\/conflict-check\/"},"modified":"2021-04-26T11:49:09","modified_gmt":"2021-04-26T09:49:09","slug":"conflict-check","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-crm-software\/individual\/conflict-check\/","title":{"rendered":"Conflict Check"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;off|on|on&#8221; module_class=&#8221;orange rays&#8221; _builder_version=&#8221;4.6.0&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#00b7e3&#8243; background_color_gradient_end=&#8221;#008be2&#8243; height=&#8221;400px&#8221; height_tablet=&#8221;&#8221; height_phone=&#8221;659px&#8221; height_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;40px||0px||false|false&#8221; top_divider_color=&#8221;#d6d6d6&#8243; bottom_divider_color=&#8221;#e09900&#8243;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.5.6&#8243; min_height=&#8221;114px&#8221; custom_padding=&#8221;20px||0px|||&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.4.5&#8243; custom_padding=&#8221;4px||||false|false&#8221;][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;50px&#8221; text_line_height=&#8221;1em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;45px&#8221; header_2_font=&#8221;||||||||&#8221; text_orientation=&#8221;center&#8221; min_height=&#8221;28px&#8221; custom_margin=&#8221;||35px|||&#8221;]<\/p>\n<h1 style=\"text-align: left;\">Conflict Check<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;23px&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#ffffff&#8221; 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button_border_width=&#8221;2px&#8221; button_border_color=&#8221;#ffffff&#8221; button_border_radius=&#8221;5px&#8221; button_font=&#8221;||||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||34px|||&#8221; custom_css_main_element=&#8221;color: #FE7F51!important;||border-width: 1px!important;||border-color: #FE7F51!important;||border-radius: 5px!important;||font-size: 20px!important;||background-color: #ffffff!important;&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_font_size=&#8221;8px&#8221; header_3_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;3px|||||&#8221;]<\/p>\n<h3>Exclusive for Daylite on the Mac<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25.4&#8243;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;on|off|off&#8221; module_class=&#8221;orange rays&#8221; _builder_version=&#8221;4.6.0&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#00b7e3&#8243; background_color_gradient_end=&#8221;#008be2&#8243; height=&#8221;400px&#8221; height_tablet=&#8221;&#8221; height_phone=&#8221;659px&#8221; height_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;40px||5px||false|false&#8221; top_divider_color=&#8221;#d6d6d6&#8243; bottom_divider_color=&#8221;#e09900&#8243;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.6.0&#8243; min_height=&#8221;114px&#8221; custom_padding=&#8221;5px||0px||false|false&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.4.5&#8243; custom_padding=&#8221;4px||||false|false&#8221;][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;50px&#8221; text_line_height=&#8221;1em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;50px&#8221; header_2_font=&#8221;||||||||&#8221; text_orientation=&#8221;center&#8221; min_height=&#8221;28px&#8221; custom_margin=&#8221;||35px|||&#8221;]<\/p>\n<h1 style=\"text-align: left;\">Conflict Check<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;23px&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#ffffff&#8221; header_2_font_size=&#8221;22px&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;0px||37px||false|false&#8221; custom_padding=&#8221;||0px|||&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Check for conflicts of interest<\/h2>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/iosxpert-en.acuityscheduling.com\/schedule.php?appointmentType=4473839&amp;_ga=2.158067962.1905187732.1600697629-668753677.1595841383&#8243; button_text=&#8221;Please contact us&#8221; button_alignment=&#8221;left&#8221; module_class=&#8221;acuity-embed-button&#8221; _builder_version=&#8221;4.6.0&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;22px&#8221; button_text_color=&#8221;#FE7F51&#8243; button_bg_color=&#8221;#ffffff&#8221; button_border_width=&#8221;2px&#8221; button_border_color=&#8221;#ffffff&#8221; button_border_radius=&#8221;5px&#8221; button_font=&#8221;||||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||34px|||&#8221; custom_css_main_element=&#8221;color: #FE7F51!important;||border-width: 1px!important;||border-color: #FE7F51!important;||border-radius: 5px!important;||font-size: 20px!important;||background-color: #ffffff!important;&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_font_size=&#8221;8px&#8221; header_3_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;3px|||||&#8221;]<\/p>\n<h3 style=\"text-align: left;\">Exclusive for Daylite on the Mac<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25.4&#8243;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2021\/04\/Conflict-Check-Explico.png&#8221; alt=&#8221;Conflict Check Explico.png&#8221; title_text=&#8221;Conflict-Check-Explico&#8221; show_in_lightbox=&#8221;on&#8221; _builder_version=&#8221;4.9.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;10px||||false|false&#8221; hover_enabled=&#8221;0&#8243; border_radii=&#8221;on|15px|15px|15px|15px&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.5.6&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;15px||3px||false|false&#8221; global_module=&#8221;237192&#8243;][et_pb_row _builder_version=&#8221;4.5.6&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;1160px&#8221; custom_padding=&#8221;3px||3px|||&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.5.6&#8243; _module_preset=&#8221;default&#8221;]<\/p>\n<p>[et_pb_dcsbcm_divi_breadcrumbs_module homebreadcrumbtext=&#8221;Home&#8221; hide_currentbreadcrumb=&#8221;off&#8221; _builder_version=&#8221;4.5.6&#8243; _module_preset=&#8221;default&#8221; body_font_size=&#8221;13px&#8221; body_line_height=&#8221;0em&#8221; custom_padding=&#8221;||||false|false&#8221;][\/et_pb_dcsbcm_divi_breadcrumbs_module]<\/p>\n<p>[\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Features&#8221; _builder_version=&#8221;3.22&#8243; custom_padding=&#8221;24px|0px|30px|0px|false|&#8221;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; _builder_version=&#8221;4.6.0&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px||6px||false|false&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/menschen-orange.png&#8221; alt=&#8221;or.png&#8221; title_text=&#8221;or.png&#8221; _builder_version=&#8221;4.6.0&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Examination of possible conflicts of interest&#8221; _builder_version=&#8221;4.6.1&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;18px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;25px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;||||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||25px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221;]<\/p>\n<p>A quick review of all cases in Daylite for possible conflicts of interest with current clients or defendants.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/geld-orange.png&#8221; alt=&#8221;gor.png&#8221; title_text=&#8221;gor.png&#8221; _builder_version=&#8221;4.6.0&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Quick Delegation to Colleagues&#8221; _builder_version=&#8221;4.6.0&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;18px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;25px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||25px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221;]<\/p>\n<p>Simple delegation of potential conflicts to a colleague for review and evaluation directly within the project.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/ziel-orange.png&#8221; alt=&#8221;zor.png&#8221; title_text=&#8221;zor&#8221; _builder_version=&#8221;4.6.0&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Storage of history&#8221; _builder_version=&#8221;4.6.0&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;18px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;25px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221;]<\/p>\n<p>All previous checks are stored as a printable history in the event that a new conflict of interest check must be performed.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.4.5&#8243; custom_padding=&#8221;27px||5px||false|false&#8221;][et_pb_row _builder_version=&#8221;4.4.5&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;4px||7px|||&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.5&#8243;][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;center&#8221; text_orientation_last_edited=&#8221;off|desktop&#8221;]<\/p>\n<h2 style=\"text-align: center;\">Conflicts of interest should be avoided<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.4.5&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;18px||15px|||&#8221; width__hover_enabled=&#8221;on|desktop&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.5&#8243;][et_pb_text _builder_version=&#8221;4.6.1&#8243; text_line_height=&#8221;1.8em&#8221;]<\/p>\n<p>A law firm wants to quickly check whether a potential plaintiff or defendant has already been involved in another lawsuit. If this is the case, an employee should check whether there is a conflict of interest. His decision should be filed directly with the case. Each case corresponds to a Daylite project. The time of the examination should be documented in a comprehensible way. As soon as relevant information about the process participants changes, a new review should be possible. Any previous checks remain stored as history.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.4.5&#8243; custom_padding=&#8221;27px||5px||false|false&#8221;][et_pb_row _builder_version=&#8221;4.4.5&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;4px||7px|||&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.5&#8243;][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;center&#8221; text_orientation_last_edited=&#8221;off|desktop&#8221;]<\/p>\n<h2 style=\"text-align: center;\">Conflict tab on the project<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.4.5&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;18px||15px|||&#8221; width__hover_enabled=&#8221;on|desktop&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.5&#8243;][et_pb_text _builder_version=&#8221;4.6.0&#8243; text_line_height=&#8221;1.8em&#8221;]<\/p>\n<p>A law firm wants to quickly check whether a potential plaintiff or defendant has already been involved in another lawsuit. If this is the case, an employee should check whether there is a conflict of interest. His decision should be filed directly with the case. Each case corresponds to a Daylite project. The time of the examination should be documented in a comprehensible way. As soon as relevant information about the process participants changes, a new review should be possible. Any previous checks remain stored as history.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.4.5&#8243; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||10px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;29px||40px||false|&#8221;][et_pb_row _builder_version=&#8221;4.4.5&#8243; background_color=&#8221;rgba(0,0,0,0.05)&#8221; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;||40px|||&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#ef8b23&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.5&#8243;][et_pb_text _builder_version=&#8221;4.4.5&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; 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module_id=&#8221;appointment&#8221; _builder_version=&#8221;4.5.1&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;2px||45px|||&#8221;][et_pb_row _builder_version=&#8221;4.4.2&#8243; custom_padding=&#8221;30px||5px||false|false&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.0.6&#8243;][et_pb_text admin_label=&#8221;1&#8243; _builder_version=&#8221;4.6.0&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;45px&#8221; header_line_height=&#8221;1.3em&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; background_layout=&#8221;dark&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;||25px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; 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