Business Intake and Conflicts

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  • 1.  3E - Daily Digests

    Posted 08-07-2025 08:38

    Is anyone familiar with printing out daily digests using 3E? By daily digests, I mean reports that show what parties were ran for potential matters before they materialize? It would serve as an extra buffer to ward off any potential conflict concerns. I know that a report can be generated to provide all parties that were ran on any particular day and it can generate a report to show matters that were open, but it would be great to see a report that shows pending matters.



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    Amanda Allen
    Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, LLP
    Conflicts Manager
    Raleigh NC United States
    Number of Attorneys: 143
    Number of Offices: 1
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