Below Are The Most Frequently Asked Questions About CC Check
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Why Do I Need CC Check?
As a member of your state bar you are required to protect your client's confidential information and avoid any conflicts of interest. Each State has enacted rules of professional conduct all attorney's must abide by. Each State has enacted rules related to an attorney's duty to check for a conflict of interest. Many States follow the Model Rules of Professional Conduct; however, several State's rules differ from the Model Rules. CC Check has been specifically designed to enable all attorneys anywhere in the United States to comply with their State's rules pertaining to conflict checking.
Failure to adequately perform a conflict check puts you at risk of disqualification, disgorgement of fees collected, discipline from your state bar which can include disbarment, and malpractice liability.
Many malpractice insurance carriers provide a discounted premium to attorneys that regularly perform conflict checks.
For the solo plan up to two active attorneys can be added, for the mid sized firm plan up to ten active attorneys can be added, and for larger firms a custom amount of active attorneys can be added. As attorneys leave the firm you are given the option of deactivating an attorney. A deactivated attorney cannot be added to a new case. A deactivated attorney's cases will remain in your database and will remain searchable. A deactivated attorney may be re-activated at any time as long as doing so does not exceed your firm's maximum number of active attorneys.
Within the application you can manage the attorneys for your firm.
To add an attorney simply log into your account, click on "Manage Attorneys" in the left navigation bar, type the name of the new attorney, and click "Add Attorney". You may deactivate an attorney at anytime by clicking the "Deactivate" button next to the attorney you desire to deactivate. An attorney may be re-activated at anytime as long as doing so does not exceed your firm's maximum number of active attorneys.
Deactivating an attorney will remove the deactivated attorney from the options available on the Add Case screen. Deactivating an attorney will not affect your stored data.
Within the application you can create your own custom case types for the various divisions of your law firm, such as Civil, Criminal, Family, Construction, Probate, Contract, etc. Custom case types will assist you in your conflict check searches and reporting.
To add a custom case type simply log into your account, click on "Manage Case Types" in the left navigation bar, type the name of the new type and click "Add Case Type". You may deactivate a case type at anytime by clicking the "Deactivate" button next to the case type you desire to deactivate. A case type may be re-activated at anytime by clicking the "Re-Activate" link next to the case type of inactive custom case types.
Deactivating a case type will remove the deactivated case type from the options available on the Add Case screen. Deactivating a case type will not affect your stored data.
Upon registration each firm will be given a username (usually the administrator's email address). The entire firm will utilize a single sign-on username and password for ease of use.
The Administrator of the firm's account will be responsible for providing the username and password to all Authorized Users in the firm. If the Administrator decides to revoke access to CC Check from any user the Administrator may change the account password at any time and disseminate to only currently authorized users.
All case information, persons connected with cases, and persons connected with the law firm may be searched by name, by attorney assigned to the case, by case type, and by a range of dates.
Client Conflict Check provides an easy to use data import tool. The case data importer easily and quickly imports any amount of case data into the Client conflict check database. The case data importer is designed to help you bring the data from whatever system you were previously using for client conflict checks. The case data importer will scan your data for consistency and display your data for review prior to importing to assure the integrity of your data.
The case data importer accepts a file in the Microsoft Excel file format normally noted by the file extension ".xls" or ".xlsx". Detailed instructions on how to use the case data importer can be found in the help section of the case data importer. A sample Microsoft Excel file can be downloaded for help in properly formatting the data file.
The case data importer can be accessed once logged into your account, click the "Dashboard" link on the left side navigation bar, where you will find the button labeled "Import Case Data From A File".
CC Check offers convenient yearly billing for all service tiers.
Subscribers will be charged yearly starting on the day the subscription to the Service is initially created and each year thereafter. Subscriptions canceled prior to the 364th day each year will not incur additional fees.
Users may run reports for yearly, monthly, weekly, daily, and custom date range summaries of client contacts. Reports can be filtered by case type, by attorney, and by case involvement.
Custom reports can be requested by emailing email@example.com. CC Check will provide a price quote for custom reports.
You should not do that. However, CC Check understands that mistakes happen and we are here to help you. CC Check performs daily backups of the entire database. Upon request CC Check can restore your data for you. You should email firstname.lastname@example.org to request a restore of your data with the details of what data you need restored. A price quote will be provided and will depend on the amount of data required to be restored.
Yes, you can export your data to a Microsoft Excel file right from the dashboard. You can export your data up to once per week. Once you have logged into your account and navigated to the dashboard, click on the button named "Export All Data to Excel". After a moment your browser will download the excel file. Once downloaded you can open the file in any spreadsheet application such as Microsoft Excel.