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Description
ConflictsCheck is an online tool designed to assist solo attorneys and small law firms in screening for conflicts of interest. This platform securely stores records pertaining to clients, opposing parties, related entities, officers, agents, and matters, which can be entered manually or imported from CSV files. When attorneys consider a new matter, the software efficiently searches through these records, including those from closed cases, utilizing advanced techniques like normalized and fuzzy name matching, officer and agent cross-referencing, and analyzing cross-matter history to identify potential conflicts and provide match scores. Legal professionals can then examine each alert, document their decisions, and maintain a timestamped audit trail that is exportable as CSV for both internal records and bar association submissions. It is important to note that ConflictsCheck is designed to complement an attorney's independent conflict review process and professional judgment; the tool focuses exclusively on the firm’s internal records rather than accessing court dockets or public registries. By leveraging this technology, attorneys can enhance their ability to identify conflicts efficiently while ensuring compliance with ethical standards.
Description
DecisionVault facilitates the collection of client information and management of cases for law firms specializing in Trust & Estates. Clients engage with an online questionnaire accessible via mobile devices or laptops, where they can submit information about individuals and assets pertinent to their estate plans. They have the ability to modify details and upload necessary documents until the firm finalizes the matter for drafting purposes.
The law firm benefits from a centralized view of each case's contacts, assets, and responses, along with the capability to export a comprehensive asset overview into a formula-driven Excel sheet and prepare design sheets for meetings with attorneys. Integrations with various platforms such as WealthCounsel, Interactive Legal, Clio, MyCase, and LEAP allow for the synchronization of selected matter data, effectively minimizing the need for redundant data entry.
Staff members can oversee the progress of matters from the initial invitation stage to the signing phase, identify any missing information, and utilize automated reminders for timely follow-ups with clients, ensuring a smooth workflow throughout the process. This systematic approach not only enhances efficiency but also significantly improves client engagement and satisfaction.
API Access
Has API
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Clio
Yes
Zapier
Yes
8am MyCase
No
Actionstep
No
EstateWorks
No
Formstack Documents
No
Gavel
No
GoHighLevel
No
HubSpot CRM
No
LEAP
No
Integrations
Clio
Yes
Zapier
Yes
8am MyCase
Yes
Actionstep
Yes
EstateWorks
Yes
Formstack Documents
Yes
Gavel
Yes
GoHighLevel
Yes
HubSpot CRM
Yes
LEAP
Yes
Pricing Details
$39/attorney/month
Plans start at $39 per attorney per month and include unlimited conflict checks, CSV import, and bar-audit export. A 14-day free trial is available, and no credit card is required.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
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
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Martello Systems
Founded
2026
Country
United States
Website
conflictscheck.app
Vendor Details
Company Name
DecisionVault
Founded
2020
Country
United States
Website
decisionvault.com
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