COI Risk Manager Overview

COI Risk Manager is a conflict checking software designed to help law firms manage conflicts of interest and ensure compliance with legal ethics. The platform allows firms to conduct thorough conflict checks by searching across internal and external databases for potential conflicts. COI Risk Manager enables firms to track client relationships, monitor case history, and verify any potential conflicts that could arise in new matters. The software simplifies the conflict checking process, reduces manual effort, and ensures accuracy in compliance. With automated alerts, firms can stay updated on potential conflicts and make informed decisions. Ideal for legal professionals, COI Risk Manager helps maintain ethical standards and mitigate risks.

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Contact Details

  • Vendor Name Diligent
  • Founded 1998
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

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COI Risk Manager Features

  • Arrow Icon Case Management
  • Arrow Icon Compliance Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Client Database
  • Arrow Icon Indexing
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Import/Export
  • Arrow Icon Forms Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Conflict Tracking
  • Arrow Icon Workflow Management
  • Arrow Icon Preemptive Conflict Search
  • Arrow Icon Search/Filter
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Activity Tracking
  • Arrow Icon Time Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customizable Fields
  • Arrow Icon Email Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Accounting
  • Arrow Icon Expense Tracking

COI Risk Manager Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

COI Risk Manager FAQs

COI Risk Manager is a conflict checking software designed to help law firms manage conflicts of interest and ensure compliance with legal ethics. The platform allows firms to conduct thorough conflict checks by searching across internal and external databases for potential conflicts. COI Risk Manager enables firms to track client relationships, monitor case history, and verify any potential conflicts that could arise in new matters. The software simplifies the conflict checking process, reduces manual effort, and ensures accuracy in compliance. With automated alerts, firms can stay updated on potential conflicts and make informed decisions. Ideal for legal professionals, COI Risk Manager helps maintain ethical standards and mitigate risks.

  • No, COI Risk Manager does not offer a free version.

  • Yes, COI Risk Manager offers a free trial.

  • No, Credit Card details are not required for the COI Risk Manager trial.

  • No, COI Risk Manager does not offer an API.

  • COI Risk Manager offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • COI Risk Manager offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • COI Risk Manager supports the following languages:
    • English

  • Following are the typical users of the COI Risk Manager:
    • Self-Employed , Small-Business , Midsize-Business

  • COI Risk Manager supports the following deployment:
    • Cloud Hosted

  • COI Risk Manager supports the following devices and operating systems:
    • Web-Based