Getting started

To be able to check for conflicts of interest, you need to create your cases, and the actors who have been involved in those cases. Before creating your cases, you need to

1. Collect information related to the case. We recommend that you consult the arbitration requests, parties' submissions, terms of reference, awards, and other relevant documents to gather key information. Specifically, you should collect: all actors involved, the case opening date (and closing date, if applicable), the lead lawyer, the dispute resolution center (if applicable), the countries of the parties, the country related to the case (e.g., the arbitration seat), the amount in dispute (if applicable), and the case reference. You may also include a brief description of the case and any relevant notes on the procedural history
2. Create the case actors. Once you have identified all the actors involved in the case, you may proceed to create them individually. An actor may be an arbitrator, tribunal secretary, counsel, expert, related entity, member of the arbitration institution, or any other relevant participant. Please see the actor manual to learn more about actor creation and management.
3. Create the case. Creating a case involves two steps. First, enter the Basic Information, including all relevant case details. Once you have clicked on New case, you will then be able to add the actors you previously created. Please see the case manual to learn more about case creation and management.

Once your cases have been created, you will be able to check for any potential conflicts of interest between a specific individual (working for your firm) and other actors involved.