The manual

Actor Management

Clay Conflict Check (3C) for actors

Clay Conflict Check (3C) for actors identifies current and past relationships between your employees and other international arbitration actors. 3C detects two types of relations.

Direct relation
A direct relationship, marked by the icon, means that two individuals or firms in question have been involved in the same case.
In-direct relation
An indirect relationship, marked by the icon, means that the firm (current or former) of an individual in question, or other individuals who have worked or are working for the firm in question, have been involved in the same case.

Follow the instructions below to perform conflicts check:

  1. Click on the Actors on top of the page. Clay Conflict Check for actors - step 1
  2. You'll see the list of existing actors. Click on the Clay conflict check at the bottom of the page. Clay Conflict Check for actors - step 2
  3. You'll see the Select actors form.
    1. Select the name of the employee from the list of employees of your firm.
    2. Select the name of the actor whom you would like check against. The actor can an individual, a firm, or an organization.
    3. Click on the Clay conflict check button.
    Clay Conflict Check for actors - step 3

Related topics:
Clay Conflict (3C) Check for case

Create actor

There are four types of actors: Individual, Firm, Organization, and State. Individuals can be added to firms as employees of the firm.

To create an actor, you need to follow the steps below.

  1. Click on the Actors on top of the page. Create new actor - step 1
  2. You'll see the list of existing actors. Click on the New actor on the bottom of the page. Create new actor - step 2
  3. Complete the actor form, and click on the New Actor button on the bottom of the form.

New actor form

Create new actor form

Actor type
There are four actor types: Individual, Firm, Organization, and State. If you create a Firm or an Organization, you will later be able to add Individuals associated with them. Please note that the Organization category is reserved exclusively for institutions. Any other entity you wish to add must be created as a Firm, even if it is not technically a firm. Otherwise, you will not be able to add it as an actor in your case.
Actor name
The name of the actor. If you select State as the Actor type, you don't need to enter the actor name, it is set to the name of the country automatically.
Actor title
Only applicable to the Individual actor type. It will be useful for searching and filtering actors later on.
Actor position
Only applicable to the Individual actor type. It will be useful for searching and filtering actors later on.
Email
The business email of the actor.
Actor firm
Select the name of the firm for which the actor works.
Country
Select the country where the actor resides. If the actor is a firm, that's the country the firm is headquartered.
City
Select the city where the actor resides. If the actor is a firm, that's the city where the firm is headquartered.
Address
Enter the actor address, the district, street and the building number. Do not include the country and the city.

Update an actor

To update an existing actor:

  1. Click on the Actors on top of the page. Update new actor - step 1
  2. You'll see the list of existing actors. Search for the actor and click on the Update actor. Update actor - step 2
  3. You'll see the actor update form. Edit/change the fields as needed and click on the Update button. Update actor - step 3

Search actors

There are two types of searches: the Quick search and the Advanced search.

Quick search

The Quick search is the easiest way to look for actors.

  1. Click on the Actors on top of the page. Actor quick search - step 1
  2. Perform the search:
    1. In the Quick search text field, type-in the name of the actor you're looking for. the Quick search auto-completes the name.
    2. Click on the small button, next to the Quick search text field.
    Actor quick search - step 2

Advanced search

The Advanced search enables you to look for actors using several filters.

  1. Click on the Actors on top of the page. Actor advanced search - step 1
  2. Click on the Advanced search button at the bottom of the page. Actor advanced search - step 2
  3. Select your search criteria and filters:
    1. In the Search by drop-down, indicate if you would like to search by Actor name or Actor email.
    2. In the Search text field, type-in the name of the actor or the email of the actor you're looking for.
    3. Set the Hide advanced search option?, to No.
    4. Select your search filters including Actor type, Actor title, and Actor position.
    5. Select your sort criteria. By default, the search result is sorted by actor name in ascending order.
    6. Click on the search button.
    Actor advanced search - step 3

Related topics:
Search cases

Add parent and subsidiary relation

The parent and subsidiary relation links a given firm (or company) to its parent firm. It is also useful to create relations between a holding company and its subsidiaries.

  1. Click on the Actors on top of the page. Parent and subsidiary - step 1
  2. You'll see the list of existing actors. Search for the actor and click on the Update actor. Parent and subsidiary - step 2
  3. You'll see the Parent firm form at the bottom of the page. Select the Parent firm from the drop-down box and click on Add parent button Parent and subsidiary - step 3

Add employees to existing firm

To add employees to an existing firm, follow the steps below:

  1. Click on the Actors on top of the page. Add employees to firm - step 1
  2. You'll see the list of existing actors. Click on the firm to which you'd like to add employees. Add employees to firm - step 2
  3. You'll see the Actor overview page. Click on the Add employees button at the bottom of the page. Add employees to firm - step 3
  4. Fill-in the names and optionally the emails of the employees and then click on the Add employees button. Add employees to firm - step 3

Employee move from one firm to another

When a firm's employee moves to another firm, you can keep track of the move by updating the corresponding actor. As an example, let us take an actor called Kaveh Khakbaz. He used to work for the firm Dixite and has changed job and moved to another firm, Plain Source.

To update the actor's (employee) move from the old firm to the new firm, follow the following steps:

  1. Click on the Actors on top of the page. Actor change job - step 1
  2. You'll see the list of existing actors. Search for the actor and click on the Update actor. Actor change job - step 2
  3. The Actor firm field indicates the name of the firm for which the actor used to work. From the drop-down box, select the name of the new firm for which the actor is currently work for, and click on the Update button. Actor change job - step 3
  4. You'll see the Actor overview page including the Ex. Employers section. This section lists the ex. employers of the employee. Select the Update button, to adjust the employment period of the employee. Actor change job - step 4
  5. Adjust the Start date and the End date, then click the Save button. Actor change job - step 5