SureClear settings

SureClear settings control how parties can be associated with clients/matters, the stances that can be assigned to parties, how conflict of interest search results are returned, and the actions that can be applied to search results in order to complete conflict searches as part of your firm's client intake process. A conflicts administrator can use SureClear settings to configure conflict search components, such as party types, associations between party types and areas of law, party stances, conflict actions, and the conflict search engine to ensure consistency across conflict searches.

Following are the tasks a system administrator can perform in the SureClear settings module.

• Manage party types

• Associate party types with areas of law

• Manage party stances

• Manage conflict actions

• Configure the conflict search engine

  • Configure data sync options

  • Manage conflict search entities

  • Manage conflict search synonyms

  • Manage conflict search word and character exclusions

  • Configure formal conflict search parameters