CaseClerk Conflict Check
CaseClerk Conflict Check is web software that searches matter documents for parties, affiliates, and counsel who may be absent from structured practice-manag…
What CaseClerk Conflict Check is
CaseClerk Conflict Check is web software that searches 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 misspellings, while answers identify the source document and page for verification. The service says it reads scanned PDFs and TIFF, JPEG, PNG, and HEIC images, with up to 1,000 files in a matter. It is designed to supplement, not replace, a firm's existing conflict check: CaseClerk does not keep the client list or create the 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 unavailable. Solo costs $99 a month, Professional $249 a month, and Firm $499 a month. Enterprise uses custom pricing with unlimited pages and seats. New accounts receive one trial covering 25 pages across up to five documents without a card. Uploaded files remain in private storage, are not used to train CaseClerk's model, and are deleted when the account closes. Relevant text and scanned images are sent to Google's Gemini API.
Good
- Searches unstructured matter documents
- Plain-English alias and misspelling queries
- Source document and page references
- Reads scanned PDFs and image files
- Free trial without a card
Watch out
- Does not replace the firm's conflict check
- No practice-management synchronization
- Search automation is manual
- Document content is sent to Gemini API
Who it suits
CaseClerk suits law firms handling corporate matters, lateral hires, inherited files, high-volume intake, or solo practices. It is for document-based conflict checking alongside existing practice-management procedures.
Verdict
CaseClerk adds document searching and traceable answers to a firm's conflict workflow. Review its manual process, integration limits, privacy terms, and monthly page allowances before selecting a plan.
Plans and prices
From CaseClerk Conflict Check's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $99 a month | 2,500 pages per month · 1 user seat · Email support · $99 USD per month |
| Professional | $249 a month | 10,000 pages per month · Up to 5 user seats · Priority support · $249 USD per month |
| Firm | $499 a month | 30,000 pages per month · Up to 15 user seats · Confidentiality agreements · $499 USD per month |
| Enterprise | Priced on request | Unlimited pages · Unlimited user seats · Custom integrations · SSO / SAML authentication · Custom pricing |
The facts
Each one read from CaseClerk Conflict Check's own pages, with the date it was checked.
What it does
- Aliases and misspellings
- Users can ask in plain English for related entities, aliases, trade names and misspelled names.checked 30 Sep 2026
- Data retention
- Case documents, questions and answers remain while the account exists; deleting a file removes it from storage and the vault.checked 30 Sep 2026
- Document based conflict search
- CaseClerk searches matter documents for parties, affiliates and counsel that may not appear in structured practice management records.checked 30 Sep 2026
- File capacity
- The conflict check page says a matter can contain up to 1,000 files.checked 30 Sep 2026
- Integrations
- The pricing page lists custom integrations as an Enterprise plan feature.checked 30 Sep 2026
- Integration with AI provider
- The privacy policy says relevant document text and scanned page images are sent to Google's Gemini API to produce answers.checked 30 Sep 2026
- Intended users
- The product is presented for law firms, including firms handling corporate matters, lateral hires, inherited paper files, high volume intake and solo practices.checked 30 Sep 2026
- Practice management limitation
- CaseClerk says it does not hold a firm's client list or produce the conflicts memo record, so its document search supplements rather than replaces the firm's practice management conflict check.checked 30 Sep 2026
- Privacy and storage
- The policy says uploaded files are stored in private, nonpublic storage, are not used to train CaseClerk's own AI model, and are deleted when the account closes.checked 30 Sep 2026
- Scanned files
- The product says it reads scanned PDFs and image formats including TIFF, JPEG, PNG and HEIC.checked 30 Sep 2026
- Source references
- Answers identify the document and page they came from so users can verify findings in the source file.checked 30 Sep 2026
- Support
- Solo includes email support and Professional includes priority support; the pricing page does not specify support for the other plans.checked 30 Sep 2026
Money
- Trial
- A new account receives one free trial of 25 pages across up to five documents, with no card required.checked 30 Sep 2026
