Compliguard Clear: Interactive, Collaborative Conflicts Resolution

Vetting potential conflicts, getting approvals from busy partners and lawyers , opening new business quickly is a business necessity for every law firm. Requirements to adhere to established risk management protocols, and ability to effectively reach out to lawyers and partners on the go for review and approvals have made the conflicts vetting processes significantly more complex.

The Frayman Group’s Compliguard Clear is designed to complement and enhance firms’ existing investment in a conflicts management system. Compliguard Clear is designed to reflect modern conflicts clearing processes that rely heavily on conflicts analysts for up-front, in-depth vetting and fully support mobile staff.

• Comprehensive conflicts-clearing workflow and approval throughout the full lifecycle of the conflicts process (from report generation to approval)
• Interactive reporting with HTML drill-down capabilities.
• Streamlined reporting with select hits and notes that can be sent to lawyers via PDF, email or Word document
• Templates for automated hit prioritization (e.g. client hit vs. adverse party hit)
• Automated e-mail generation to lawyers containing pre-defined verbiage based on type of search and potential issues
• Comprehensive log of every step in the vetting process for record keeping and identification of bottlenecks, including audit trail of conflicts clearances notes, actions taken, related correspondence and clearances, including a full text-search index
• Flexible reporting with the ability modify and create ad-hoc reports in house
• Seamless integration with Microsoft Sharepoint, Word, Outlook, pdf files and LegalKEY, along with easy access data flow to Compliguard Clear

• Allows conflicts analysts to easily provide lawyers with simplified, clear-cut conflicts hit reports that are readable in the body of an email; no cut-and-paste or re-keying
• Enables attorneys to view and respond to conflicts reports via Blackberry handheld devices
• Works with law firms’ existing conflicts management systems. Automated report generation to eliminate redundant data entry and reduce risk
• Out of the box integration with Compliguard Analyze for a seamless conflicts management and clearance process.