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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Case UI is a solution for legal case management that allows small and mid-sized law firms to streamline their operations in areas such as client management, invoice generation, task assignment and billing. It can also be used to manage clients. It allows users to set up flat fee and hourly billing fees to create invoices, track payments status, and track payment status. Administrators can set access rights to Case UI, allowing employees to modify and update details across cases, tasks, and clients. Staff can identify potential conflicts of interest between clients and cases using the data filtering and search functions. Managers and leaders can also review the dashboard and generate reports to be informed about the status and due dates. They can also gain insight into the total cases based upon specific practice areas and subareas such as matrimonial and litigation, real estate, assault, defamation and immigration.

Description

Efficiently review, resolve, and report conflicts of interest from a unified platform. With Intapp Conflicts, risk analysts at your firm can investigate and evaluate potential conflicts by utilizing a comprehensive pool of client data sourced from your firm's databases and external providers. The integration of AI significantly accelerates the conflict clearance procedure by identifying results that may contain issues, thereby allowing analysts to concentrate their review efforts and save valuable time. Minimize the duration required for conflict analysis and resolution, ensuring that decisions are consistently in line with the firm's risk parameters. Centralize the essential information and processes that safeguard your firm against potential risks. Conduct swift searches for potential conflicts while traveling or away from the office. Leverage AI to assist analysts in quickly identifying and addressing conflicts by highlighting critical issues. Monitor unique elements such as audit clients and relevant independence regulations, while also enhancing reporting capabilities with dynamic and interactive conflict reports. This innovative approach not only boosts efficiency but also reinforces the firm's commitment to maintaining robust compliance standards.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bureau van Dijk Review No 
D&B Connect No 
Microsoft 365 No 
S&P Capital IQ Desktop No 

Integrations

Bureau van Dijk Review Yes 
D&B Connect Yes 
Microsoft 365 Yes 
S&P Capital IQ Desktop Yes 

Pricing Details

$25 per user per month (Billed annually)
Cloud:
$25 per user/month (billed annually) or
$34 per user/month (billed monthly)

On-Premise:
$1,499 Perpetual license, unlimited users

Education and Nonprofit pricing available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Case UI

Founded

2020

Country

United States

Website

caseui.com

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/conflicts/

Product Features

Legal Case Management

Billing Management Yes 
Calendar Management No 
Case Notes Yes 
Client Management Yes 
Communication Tracking No 
Conflict Management Yes 
Corporations No 
Court Management No 
Discovery Management Yes 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government No 
Law Firms Yes 
Records Management No 
Task Management Yes 
Time Tracking No 
Trust Accounting No 

Product Features

Conflict Checking

Case Management No 
Client Database No 
Data Import / Export No 
Full Text Search No 
Indexing No 
Phonetic Search No 
Preemptive Conflicts Search No 
Relationship Tracking No 

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