Apply a waiver to conflict search results

If you added a waiver that was provided to you by a client for an Open conflict search, you can apply the waiver to the search to waive all matching results and resolve the potential conflicts of interest.

You can also apply waivers after running new formal conflict searches if the results show an Available status in the waiver column, which indicates that an existing waiver in the system may be applicable to the result. Multiple waivers can be applied to the same formal conflict search. For example, you may have a waiver provided by the client that is the subject of the conflict search and another waiver provided by the client who is a party in the search.

Note: Depending on your firm's SureClear configuration, waivers that match an exact client-matter-party combination may be applied to conflict searches automatically. If needed, you can remove any waiver that was applied by mistake or if the client has since revoked the waiver. See Remove a waiver from conflict search results.

1. On the Home screen, click Practice and then click SureClear. You can also click on any other screen and select SureClear under Practice.

2. Optionally click Work on behalf of next to the Account menu and select the user to work on behalf of.

   If you do not need to work on behalf of someone else, make sure another user's name is not displayed to the left of the Account menu.

3. Click the Waivers tab.

   The Waivers screen appears.

4. Find the waiver to apply to the search in the list. Only active waivers can be applied to searches.

   Tip: You can filter or sort the list to find a waiver. See Work with item lists. To view active waivers only, slide the Active toggle to the right. To view all waivers, slide the Active toggle to the left.

5. Click next to the waiver.

   The Conflict Waiver & Attachments screen appears with the View Details tab displayed.

6. Click the Apply / Remove tab.

   A list of conflict searches that the waiver may apply to are displayed.

   

7. Find the search to apply the waiver to and select Apply from the Apply / Remove field.

   

8. Click Update to save the changes.

   After the waiver is applied, the status in the Waiver column on the Results screen changes to Applied for all matching results in the selected search.

   

   The waiver is also listed in the Waivers area on the Conflict Actions & Attachments screen for the results it was applied to.

   

9. Repeat steps 4 - 8 to apply additional waivers to the search, if needed.