Export formal conflict search results

You can export formal conflict search results to a comma-separated values (CSV), Microsoft Excel, or PDF file for printing or use outside of SurePoint Cloud.

Note: The option to export results to Excel or CSV is not available for searches with more than 20,000 results. The option to export results to PDF is not available for searches with more than 5,000 results.

  1. On the Home screen, click Practice and then click SureClear. You can also click Main menu icon 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 with results to export in the list.

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

  5. To export all results for a search, click next to the search and select Export Parties & Results to Excel, Export Parties & Results to CSV, or Export Parties & Results to PDF.

  6. To export only selected results, such as individual results you want to forward to an attorney for review, click View search results icon and then select the check box to the left of each result to export on the Results screen. Then click Work with multiple items icon in the column header area and select Export Selected Results to Excel, Export Selected Results to CSV, or Export Selected Results to PDF. The number of selected results that will be exported is displayed on this menu for reference.

    The results are exported to the selected file type with the file name 'Formal Search ID_Client Name_Matter Description_Year-Month-Day'. The formal search ID is the ID assigned to the search in the system and the year, month, and day in the file name is the date you exported the results.

    • Exported Excel files contain separate sheets for each database entity type that was searched and a sheet showing the search configuration used when the search was run.

    • Export CSV files include a single sheet with values for the search criteria, the search configuration used when the search was run, active parties, and the result details.

    • Exported PDFs show a search overview, active parties, and the search configuration used when the search was run on the cover page.

    • Matching hit text is highlighted in yellow in exported Excel files and PDFs.

    • If a report disclaimer is configured in the LMS+ system settings, that disclaimer appears at the bottom of sheets in exported Excel and CSV files and in the footer of exported PDFs.

    Note: Draft client names and matter descriptions are enclosed in parentheses in all exported file types.

    If you do not see a risk score on the exported file, your firm may have decided not to include that data on exported files.

    Depending on your web browser's settings, the file may automatically be saved in your default download directory or you may be prompted to open or save the file. If you are using a pop-up blocker, you may need to adjust your web browser's pop-up settings to download the file.