Tuesday, May 12, 2015

Evaluating Conflicts Software - Part 1

We have really been enthralled with Sandra Roberts's book "Creating Conflicts of Interest Procedures for Protecting you and your Firm From Malpractice".

One high value component of the book is a series of checklists that guide you through developing various processes from searching client & party names to setting up databases. We will discuss checklists related to evaluating conflicts software as a blog series for the next six or so weeks.

Sandra thank you for creating such a valuable publication!

We've broken down the multi-point checklist into categories:
  • Survey & Technical Requirements
  • Reports & Scanning
  • Competency & Education
  • Integration
  • Forms & Conflicts-centric needs
  • Miscellaneous
If you wanted to check out Sandra's book (and no we're not advertisers), you might find a copy here: Amazon

Keep an eye out for our 1st from this series later this week.


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