Work with saved informal conflict searches

All your saved informal searches, or the informal searches the person you are working on behalf of has saved, are listed on the Saved Searches screen. You can use this screen to re-run saved searches and see the current results. You can also edit saved searches to change the search criteria and delete saved searches that are no longer needed.

Tip: The terms saved with informal searches can be copied as keywords for new formal conflict searches. This can help ensure your Conflict Management team uses the exact same criteria used for an informal search when they perform the formal search. See Perform a formal conflict search.

  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.

    The Informal Search screen appears with the Search Criteria tab selected.

  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 Saved Searches tab. Your saved searches or the searches saved by the user you are working on behalf of are displayed.

Re-run a saved informal search to view the search results. Informal search results are not saved, so the results returned when you re-run a search may vary from the results returned when the search was previously run.

  1. On the Saved Searches screen, find the search to re-run in the list.

  2. Click Re-run icon next to the search.

    The search is re-run and the results are displayed on the bottom of the Saved Criteria screen.

  3. Review the search results to get a glimpse at potential conflicts of interest.

  4. To export the results to a PDF, click Export to PDF icon above the results list.

Edit a saved informal search to change the search terms or options.

  1. On the Saved Searches screen, find the search to edit in the list.

  2. ClickEdit icon next to the search.

    The search terms and settings are populated on the Search Criteria screen.

  3. Make any changes to the search terms, Area of Law, Use Near Proximity value, or Informal Search Name. For information about these fields, see Perform an informal conflict search.

    Note: If you rename the search before saving it, it is saved as a unique search.

  4. Click Save Criteria and Search to save the updated search.

    The informal search results appear in the bottom area of the screen.

Delete a saved informal search if it is no longer needed.

  1. On the Saved Searches screen, find the search to delete in the list.

  2. Click Delete icon next to the search.

  3. Click Yes to confirm the deletion.