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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

Screenshots View All

Integrations

Clio Yes 
Zapier Yes 
8am MyCase No 
Actionstep No 
EstateWorks No 
Formstack Documents No 
Gavel No 
GoHighLevel No 
HubSpot CRM No 
LEAP No 
Lawcus No 
Lawmatics No 
Mitratech HotDocs No 
Model Context Protocol (MCP) No 
Smokeball 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 
Lawcus Yes 
Lawmatics Yes 
Mitratech HotDocs Yes 
Model Context Protocol (MCP) Yes 
Smokeball 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 

Product Features

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