Live in 1,180 US practices
ConflictCheck runs the client, the adverse parties, their affiliates and their counsel against every matter you have ever opened, while the caller is still talking. The search itself is saved as a dated record with the initials of whoever ran it.
Article I: the exposure
No solo practice loses a matter because the attorney was careless. It goes wrong because the client list lives in four places, the caller gives you a first name and a street, and the person on the other side of the file has been in your office once before, six years ago, under a different last name.
Active clients are in the practice management system, closed files are in a 2014 spreadsheet, and the consults that never signed are on a legal pad in the drawer. Checking all three takes real time, so on a busy Thursday it does not happen.
About 2 hours rebuilt by hand, every time a familiar surname turns upUnder Rule 1.18 a prospective client who told you something significant can bar you from the other side years later. If that conversation never became a matter number, nothing in your system remembers it.
Nothing billed in 2019, and the disqualification risk still live in 2026Northgate Builders is also Northgate Builders LLC, NGB Construction and a bonding company two entities up. You screen the name you were given, it comes back clean, and the affiliate is the one you sued in 2022.
60 to 90 billable hours written off when a motion to disqualify landsYour carrier asks for screening documentation at renewal. A grievance investigator asks what you did before you took the file. Saying you always check is not the same as producing a dated record with a name and a time on it.
Grievance defense starts near $7,500 without a written screening logArticle II: the procedure
The same seven questions on every call, the search running underneath them, and a signed record at the end. Nothing here asks you to change how you practice, only where the answers land.
Client name and any former names, the adverse parties, known related entities, the referral source, opposing counsel if the caller knows it, and the county. The form works on a phone, so it does not matter whether the call reaches you at the desk or in the parking lot at the courthouse.
Median completion: 3 minutes 40 seconds
Every name is checked against your clients, your adverse parties, your prospective client ledger, your related entity records and your closed matters going back as far as you imported. Aliases, married names, trade names and common misspellings are matched, not just exact strings.
Median result: 41 seconds after the last name is entered
A hit is never a red light with no explanation. You get the matter number, the date the file opened and closed, the role that person played, which attorney handled it and the note whoever ran the last screening left behind. That is what you need to decide under Rule 1.7 or Rule 1.9.
Every hit links straight to the underlying matter
Clear or not, the screening is saved with the date, the exact terms searched, the results returned and your initials. Decline the matter and the record shows why. Take it and the record travels with the file, ready for the carrier, the bar or the next attorney who touches it.
Export as PDF whenever a third party asks
Article III: the mechanism
Built with attorneys who screen their own intake, in practices where nobody has a conflicts clerk down the hall.
Smith Bros. Excavating and Smith Brothers Excavating LLC land on the same record, and a married name entered in 2017 still surfaces when the caller gives you the one on her driver license today. Phonetic matching catches the spellings your intake sheet never agreed on.
Record a parent, a subsidiary, a general partner or a surety once, and every future search walks that tree on its own. When you screen a franchisee you see the franchisor you already represent, with the matter number sitting next to it.
Consultations that never became matters get their own dated entry, with the subject matter and whether confidential information was shared. Rule 1.18 stops depending on whether you happen to remember a phone call from four years ago.
Clio, MyCase, PracticePanther and Smokeball push new contacts and matters into the party index within minutes, so the search is never reading last quarter's list. Solo Practice covers the same ground with CSV import and export.
When a hit is waivable, the informed consent letter is drafted with the parties, the matter description and the nature of the conflict already filled out for you. You edit the language, send it, and the signed reply attaches to the same screening record.
Each search is written to a record carrying the date, the exact terms run, every hit returned, the decision taken and the initials of the person who took it. Records are immutable once signed, and a later amendment is appended rather than overwriting what was there.
Article IV: the return
Figures below come from usage in the 1,180 practices running ConflictCheck as of February 2026, and from the intake time studies fourteen of them ran with us in 2025.
41 sec
The index is built for name matching rather than full text search, so a practice with 22,000 party records returns in the same time as one with 900. The caller hears a pause, not a hold.
6.5 hrs
Two attorney firms in the time study spent between eight and eleven hours a month reconstructing lists by hand. Structured intake plus automatic search cut that to roughly ninety minutes of review.
100%
The file cannot be opened in ConflictCheck without a completed screening attached to it. That is the part carriers ask about, and it is the part that used to depend on the busiest week of the year going well.
7 yrs
Small Firm and Firm Plus keep seven years of screening records, matching the retention most state bars expect for client files. One button produces the whole bundle as dated PDFs with an index page.
Article V: the record of use
Average rating 4.8 out of 5 across the three practices quoted here, all of whom have run ConflictCheck on every new matter for at least eleven months.
I had a consultation in 2019 that never became a matter. Two years later the husband called about the same divorce, from the other side. The only thing standing between me and that file used to be my memory of a phone call. Now the name comes up flagged before I have finished writing it down, with the consult date sitting right next to it.
We take construction defect work, so the adverse party is never one company. It is a parent, two subsidiaries and whoever wrote the bond. ConflictCheck walks that tree instead of me drawing it on a legal pad. When my carrier asked for screening documentation at renewal I exported eleven months of records in about a minute and went back to work.
My intake volume is high and most of it arrives by phone after six in the evening. The form makes me ask the same seven questions every single time, which by itself was worth the subscription. Then it found an employer I had represented in a wage case in 2022, on a call I would have taken without thinking twice. That one search paid for the year.
Article VI: terms of subscription
Unlimited screening on every tier. What changes is how many attorneys sign records, how deep the party index runs and how long the records are kept.
One attorney, up to two staff seats
$49 per month
Two attorneys, up to six staff seats
$119 per month
Up to five attorneys, unlimited staff seats
$249 per month
Every plan is billed monthly in US dollars and can be cancelled at any time from the billing screen, with no exit fee and no annual contract. Prices are per practice, not per matter, and a screening that comes back clean costs the same as one that does not: nothing extra. Sales tax is added where your state requires it.
Article VII: questions on the record
If yours is not here, write to us and you will get an answer from someone who can open the product, not a form reply.
Solo Practice is $49 per month, Small Firm is $119 per month and Firm Plus is $249 per month, all in US dollars. Screening is unlimited on every tier, so there is no per matter fee and no charge for a search that comes back clean. The only things that change between tiers are the number of attorney seats, the size of the party index and the record retention window. Billing is monthly and you can stop it yourself from the billing screen.
Most solo practices are screening live the same afternoon. You export a client and matter list from your practice management software or your accounting file, drop the CSV into the import screen, and map the columns once. Our team reviews the first import with you on a call and flags rows where a party name looks truncated or doubled. A firm carrying eighteen years of closed files usually takes about two hours from export to first live search.
Everything sits in encrypted databases hosted in United States regions, with encryption in transit and at rest. Support staff cannot open your party index on their own: access requires a written request from the account owner and it is logged with a timestamp and a stated reason. We do not sell data, we do not pool your names into any shared index, and no other subscriber can search your records. You can export or delete your entire index at any time without asking us first.
Yes. Clio, MyCase, PracticePanther and Smokeball sync on the Small Firm and Firm Plus tiers, so new contacts and matters reach the party index within a few minutes of being created. Solo Practice includes CSV import and export, which covers most one attorney offices. If your system is not on that list, the API included with Firm Plus lets your consultant push contacts in, and we will write the field mapping with you.
Cancel from the billing screen and the subscription stops at the end of the current month, with no exit fee and no phone call required. Before the account closes you can export every screening record as a dated PDF bundle and the party index as a CSV file. We hold the account in a read only state for thirty days in case you change your mind, then delete it. Your carrier and your state bar will still accept the exported records, because each one carries the search date, the terms searched and the initials of the person who ran it.
No, and ConflictCheck does not try to. The software does the part that memory is bad at: finding every place a name, an alias or an affiliated entity already appears in your files, and putting the matter number and the date right next to it. Whether a hit is a waivable concurrent conflict under Rule 1.7, a former client problem under Rule 1.9 or nothing at all remains your call as the attorney of record. What changes is that you make that call with the whole file in front of you, and that the decision is written down the day you make it.
Appendix: the docket
The Conflicts Docket is where the reporting behind this product is published: how intake is actually run, what the conflicts rules require of a two lawyer office, how malpractice premiums are rated, and what a disqualification motion costs when it lands. Three recent articles are below.
Practical guide
Your old matters only protect you if they are searchable. Here is how to pull names, adverse parties, and related entities out of ten years of closed files and into one index you can query in a minute.
Checklist
A conflict you miss on the first call becomes a withdrawal letter three months later. This is the set of names, dates, and roles to capture while the prospective client is still on the phone.
Regulation and compliance
A caller who never hires you can still disqualify you. Model Rule 1.18 sets the confidentiality owed to prospective clients and the narrow path back to representing the other side.
Article VIII: request a demo
Tell us how intake runs in your office today. On a twenty minute screen share we will take that same call through ConflictCheck against a copy of your own matter list, and you will see the screening record it produces at the end.
Filed and locked
An attorney on our side reads every request and answers within one business day. Prefer email? Write straight to jimenezjulien42@gmail.com.