Complete a formal conflict search

After you have reviewed the conflict search results and made a final decision about the associated client or matter, you can change the search's status to Complete.

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. Click the Formal Search tab. A list of all existing formal conflict searches is displayed.

3. 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.

4. Find the search to complete in the list.

   Tip: You can filter or sort the list to find your search. See Work with item lists.

5. Click next to the Open status and select Complete.

   

   A confirmation message appears.

6. Click OK.

   The search's status is updated.