ConflictCheck vs PracticeConsole Client Intake

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.

PracticeConsole Client Intake gives law firms a structured route from new enquiry to conflict review, client onboarding, and matter opening. Teams can record enquiries in consistent fields, create or match client and contact records to avoid duplicates, and convert qualified intake into a structured matter record. Pipeline visibility helps show where prospective business stands and where it gets stuck.

Conflict searches cover clients, contacts, related parties, and prior matters, with review activity recorded. The wider platform includes role-based access, activity records, approvals, and matter history for internal governance. Listed security measures include TLS/HTTPS, at-rest encryption, role-based controls, audit logging, and multi-factor authentication support. PracticeConsole says customer matter data is not used to train public AI foundation models unless the customer explicitly authorizes it. Connected services listed include Microsoft 365, Outlook, Gmail, Google Calendar, Zoom, Microsoft Teams, QuickBooks, DocuSign, Dropbox, OneDrive, and Google Drive.