Conflict Check System for Expert Witnesses
Stop Guessing.
Start Knowing.
The only expert-witness platform that issues a Conflict Clearance Certificate™. The Two-Level Expert Conflict Check™, expert management, case tracking, billing, e-signatures, and a phone app for logging time, all in one place.
▶ 2:47 • Tracy walks you through the system she designed
The Conflict Hiding Behind a Different Name
An expert we placed had a recent employer tied to the other side. The way his CV was worded, it never showed. The attorney missed it. We missed it. The report was excluded.
When that happens, nobody wins. The attorney or the firm that supplied the expert eats the cost of a report that cannot be used, the case loses time, and the expert’s credibility takes the hit in front of opposing counsel.
So we fixed the system, not the person. Nursing homes and hospitals change names, get bought, and rebrand, so a facility on a CV rarely matches the name on the caption. ConflictPro now traces every facility in an expert’s history to its parent company and owners using federal CMS ownership data on more than 23,000 nursing homes and hospitals, refreshed monthly, then checks them against every defendant before the case is taken. A current employer under the same owner as the defendant is a hard conflict. A prior one is flagged for review.
The first full run on our own cases caught a same-owner conflict the old name check had cleared.
Spreadsheets Were Never Built for This
Most medical-legal firms still manage expert conflicts, case assignments, and billing across a patchwork of spreadsheets, shared drives, and email threads. One missed conflict can derail a case, damage your credibility, and cost your client.
Manual conflict checks
Searching through Excel tabs and hoping you catch every prior engagement before it is too late.
Scattered records
Expert CVs in one folder, rates in another spreadsheet, contracts in email, billing in QuickBooks. Nothing talks to anything.
Lost billable time
Hours spent on admin work that could be spent on cases. Tracking down retainer balances, chasing contracts, updating spreadsheets.
Contracts everywhere
Drafting in Word, signing via DocuSign, tracking status in yet another spreadsheet. Nothing is connected.
Billing is a guessing game
Tracking hours, creating invoices, and chasing payments with manual processes and copy-paste.
No way to see the big picture
Revenue by expert, pipeline value, case volume trends — you need custom reports just to answer basic questions.
One Platform.
Everything Connected.
ConflictPro replaces the patchwork. Every expert, every case, every engagement, every dollar tracked in one system built specifically for medical-legal consulting.
Built for How You Actually Work
Every feature designed around the daily workflow of medical-legal consulting firms.
One-Click Conflict Checks
Cross-reference any expert against your entire case and engagement history in seconds. Full audit trail for every check.
Expert Roster Management
Track credentials, specialties, rates, availability, and engagement history for every expert in your network.
Case and Engagement Tracking
Full case lifecycle from intake to close. Track plaintiffs, defendants, attorneys, firms, status, and deadlines.
Contracts and E-Signatures
ESIGN Act compliant e-signatures with full audit trail. IP address, timestamp, browser, and document hash recorded.
Billing and Invoicing
Create invoices, track payments, manage retainers. Integrates with QuickBooks for seamless accounting.
Time Clock, Phone App, and Calendar
Experts start and stop the clock from the ConflictPro phone app or the desktop, right on the case. Calendar keeps depositions and deadlines organized.
Dashboards and Reporting
Revenue by expert, case volume trends, pipeline value, aging receivables. Real-time dashboards that answer questions instantly.
Expert Portal
Give your experts a branded login to view assigned cases, upload documents, track hours, and sign contracts.
Automated Notifications
Email alerts for new assignments, contract signatures, upcoming deadlines, and engagement updates. Nothing slips through.
The Two-Level Expert Conflict Check™
Other systems ask you to remember. ConflictPro checks twice, then hands you the paperwork that proves it.
The Intake Check, Before You Spend a Dollar
Run the moment a case comes in. ConflictPro cross-references the expert against five relationship categories pulled from their CV and your own history — prior engagements, employers, training programs, geographic ties, and professional affiliations — then logs the result with a timestamp.
- Runs in seconds, at intake
- Every check permanently logged
- Cleared, flagged, or needs review
The Record Scan Nobody Else Does
The conflict that ends a case is usually buried on page 400. Level 2 reads every file the attorney uploads, page by page, and tells you exactly where a match sits — file name and page number.
- No Hits — every file read, nothing matched
- Potential Conflict — file and page cited
- Needs Records — scanned image, unreadable
- Nothing is ever auto-cleared. A human signs off on every result.
The Conflict Clearance Certificate™. Only From ConflictPro.
When a case clears both levels, ConflictPro generates a dated certificate showing what was checked, when, and who signed off. Documentation that the check was run — not a memory that it was.
- Dated, exportable PDF
- Both levels shown on one page
- Attached to the case file forever
Know What Your Ideal Life Actually Costs
ProfitPulse is not a revenue dashboard. It starts with the life you want, prices it, and works backward to the revenue that funds it — then shows whether your practice is on pace. Below that, every marketing dollar is traced from cost per lead to cost per case, by source.
- Four-part wealth formula: earn it, plan the spending, invest the difference, protect it
- Cost of Your Ideal Life and the gap to close
- Cost per lead → cost per case by source
- Syncs with QuickBooks (an integration, not a replacement)
Everyone Stops Emailing You for Status
Contracts go out, get signed electronically, and stay tracked. Experts and attorneys each get their own portal, so the questions that used to land in your inbox answer themselves.
- ESIGN-compliant signatures with full audit trail
- Expert portal: cases, deadlines, uploads, time clock
- Attorney portal: status, records upload, certificates, invoices
Screens shown with sample data.
Up and Running in Minutes
Create Your Account
Sign up free. No credit card. Your workspace is ready in under 60 seconds.
Import Your Data
Upload your expert roster, case list, and contacts. We help with migration if needed.
Set Up Your Team
Invite your staff and experts. Set roles and permissions in a few clicks.
Start Working
Run conflict checks, manage cases, send contracts, and track billing from day one.
Your Experts Get Their Own Dashboard
Every expert in your network gets a branded login to manage their work — no more email chains and phone tag.
- View assigned cases and engagement details
- Upload documents and reports
- Log hours with built-in time clock
- Review and e-sign contracts
- Check calendar for upcoming deadlines
Simple, Transparent Pricing
No hidden fees. No per-user charges for experts. Lock in your beta rate before public launch.
- Up to 10 experts
- Conflict check engine
- Case and engagement tracking
- Calendar and time clock
- Document signing (replaces DocuSign)
- Retainer tracking
- Add ProfitPulse for $29/mo
- Up to 50 experts
- Everything in Solo, plus:
- Multi-user access with roles
- Pipeline management
- Invoice management
- Contract tracking with e-sign
- ProfitPulse: Pipeline, Revenue and Goals
- Unlimited experts
- Everything in Small Firm, plus:
- Full ProfitPulse financial suite
- Business Health Score and Wealth Trajectory
- Cost of Your Ideal Life planner
- Audit log
- Priority support
- Custom onboarding
More than a revenue dashboard. ProfitPulse follows a four-part wealth plan: earn a high income, follow a spending plan, invest the difference, and protect what you build. Revenue and pipeline, cost per lead and cost per case, profit allocation, the Cost of Your Ideal Life worksheet that turns the life you want into the revenue you need, your freedom number, and years to get there.
Expert portal seats are free on every plan. QuickBooks and your Google or Outlook calendar connect as integrations — keep using them.
Everything You Need. One Login.
Conflict Checks
Spreadsheets
Case Management
Monday, GHL, spreadsheets
E-Signatures
DocuSign
Expert Roster
Google Drive
Time Tracking
Toggl
Invoicing
Works with QuickBooks
Calendar
Syncs with Google & Outlook
Reporting
Custom Excel
Frequently Asked Questions
Ready to Stop Guessing?
Join the medical-legal consulting firms already using ConflictPro to manage their operations with confidence.
Start Your Free 14-Day Trial →Kill the Maybe.
You will not have to chase the work. The work finds you.
