Business Intake and Conflicts

 View Only
  • 1.  Conflicts and Intake for Small Firms

    Posted 02-12-2024 22:27

    Hi All, 

    We're starting the search (again) for a new conflicts system. We use Aderant Expert (on-prem) for time and billing, but browser conflicts was never implemented because of reporting issues, clunky interface, etc. We saw a technical demo for Aderant's new conflicts a couple years ago and it didn't seem ready.

    We're open to looking at it again, so if anyone has recent feedback to share on it, that would be appreciated. I do have concerns, though, of vendor lock-in if someday Aderant forces us to move to Sierra to keep using their new conflicts system. 

    We've also looked at Intapp, which is still the front runner. I believe it would check all our technical requirement boxes, but we were hesitant about the cost. 

    All that said, it seems there is nothing out there for small firms. The only tools I've seen/heard of are enterprise level in terms of complexity and cost. Are there others out there that are cloud-based, and relatively affordable for small firms? Which makes me wonder how small (boutique) firms even conduct conflicts checks at all. 



    ------------------------------
    Brian Bergquist
    Goodsill Anderson Quinn & Stifel
    Director of IT and Security
    Honolulu HI
    Number of Attorneys: 60
    Number of Offices: 1
    ------------------------------
    iILTACON 2024 - Member Early Bird Registration Now Open


  • 2.  RE: Conflicts and Intake for Small Firms

    Posted 02-29-2024 16:58

    According to the 2022 ABA Legal Tech Survey, the top three product names for conflict checking software are Tabs3, Time Matters, and Clio.  I believe these are for smaller-midsized firms. We are implementing Intapp which appears to be the all-around front runner. 

    Good luck with your search. 

    Liz 



    ------------------------------
    Elizabeth Zenon
    Adams and Reese, LLP
    Business Intake and Conflicts Manager
    Ridgeland MS United States
    Number of Attorneys: 290
    Number of Offices: 21
    ------------------------------

    iILTACON 2024 - Member Early Bird Registration Now Open


  • 3.  RE: Conflicts and Intake for Small Firms

    Posted 02-29-2024 17:37

    Thanks, Liz. We're still looking at Intapp, too. Someone recommended Upfront by Fulcrum and that may be a good candidate as well. 



    ------------------------------
    Brian Bergquist
    Goodsill Anderson Quinn & Stifel
    Director of IT and Security
    Honolulu HI
    Number of Attorneys: 60
    Number of Offices: 1
    ------------------------------

    iILTACON 2024 - Member Early Bird Registration Now Open