Checkbox vs ConflictCheck

Checkbox organizes how legal requests enter, move through and reach resolution for in-house legal teams. Requests can come from email, Slack, Microsoft Teams, forms and other channels, then AI classifies and routes them. Matter management keeps documents, conversations, tasks, approvals, ownership, status and deadlines together. Legal teams can create no-code workflows for routing requests, assigning tasks and tracking progress. An AI Agent answers routine legal questions from approved policies and directs employees to self-service tools or the appropriate workflow. Listed integrations include Gmail/Outlook, Slack, Microsoft Teams, Salesforce, Ironclad and Ivo. Native connectors, webhooks and REST APIs support custom connections, with API keys or OAuth for standard integrations. Checkbox lists encryption, patching, antivirus scanning, intrusion detection, penetration testing and vulnerability scanning. It states that it completed a SOC 2 Type II examination and is ISO 27001 certified, with ISO 27017 and ISO 27018 compliance. Pricing is provided on request through an Order, and the software is for business use, not consumers.

ConflictCheck screens proposed legal matters against a practice’s records of clients, adverse parties, affiliates, counsel, prospective clients and closed matters. Its phone-friendly intake captures names, related entities, referral source, opposing counsel and county. Matching includes aliases, married and trade names, common misspellings and phonetic variations, and searches can follow recorded corporate relationships such as parent or subsidiary links.

A dated ledger can retain consultations that did not become matters, including their subject and whether confidential information was shared. Each screening records search terms, results, a decision and user initials; the maker says signed records cannot be changed and later amendments are appended. Solo Practice costs $49 per month per practice and includes CSV import and export. Small Firm costs $119 per month and adds syncing with Clio, MyCase, PracticePanther and Smokeball; Firm Plus costs $249 per month and adds API and webhook events. The maker says practice data is encrypted and not used to train models or create a shared index. Conflict decisions remain with the licensed attorney.