CaseClerk Conflict Check

What CaseClerk Conflict Check is

CaseClerk Conflict Check is web software for searching matter documents for parties, affiliates and counsel who may be absent from structured practice management records. Users can ask in plain English about related entities, aliases, trade names and misspelled names. Each answer points to its source document and page, helping reviewers verify findings in the original file. The product says it reads scanned PDFs and image formats such as TIFF, JPEG, PNG and HEIC, and supports up to 1,000 files in a matter.

It is positioned as an additional document search for a firm's conflict-check process, not a replacement: CaseClerk does not hold a firm's client list or create its conflicts memo record. Features include party screening, relationship mapping, prospective matter checks and a conflict audit trail. Search automation is manual, and practice management sync is not available. Plans start at $99 USD per month. Solo costs $99 a month for 2,500 pages and one seat; Professional is $249 a month for 10,000 pages and up to five seats; Firm is $499 a month for 30,000 pages and up to 15 seats. Enterprise has custom pricing, unlimited pages and seats, custom integrations and SSO / SAML authentication.

Who it suits

CaseClerk suits law firms checking corporate matters, lateral hires, inherited paper files or high-volume intake, as well as solo practices. It is especially relevant when conflict reviewers need to search document contents for connections beyond structured records, while retaining the firm's existing practice management check.

Limits

The free trial covers 25 pages across up to five documents. Paid plans set monthly page caps of 2,500 for Solo, 10,000 for Professional and 30,000 for Firm; Enterprise offers unlimited pages at custom pricing.

Getting started

1. Open the CaseClerk Conflict Check website.
2. Create a new account to receive the free trial.
3. Add up to five documents for the 25-page trial.
4. Use the web product to search matter documents.

Verdict

Choose CaseClerk when document-based searches and source-page references can supplement a firm's conflict-check process. Look elsewhere if you need the software to maintain the client list, produce the conflicts memo record, sync with practice management or automate searches.