Why a generic CRM falls short for expert work
Sales CRMs are built around a pipeline of prospects and a dollar value. Expert witness work does not fit that shape. The same attorney may retain you on one case and appear as opposing counsel on another. A defense firm you worked against last year may hire you next month. A nursing facility you reviewed may be owned by a chain that is now a defendant under a different name.
A spreadsheet or a general CRM stores those relationships as rows that never talk to each other. When a new case arrives, someone has to remember. An expert witness CRM stores them as connected records and checks them for you.
Why experts choose ConflictPro
Built inside a working expert firm
Most tools in this space are built by software developers. ConflictPro is built by the people who place the experts, and by the experts who use it.
ConflictPro comes from Med Legal Pro, the medical-legal consulting firm Tracy Liberatore, Esq., PA-Emeritus, founded in 2016. Her team screens and matches medical and nursing experts on med mal, personal injury, nursing home and wrongful death cases for plaintiff, defense and criminal attorneys.
It runs our own caseload every day
Med Legal Pro's cases, experts and engagements live in ConflictPro, with thousands of conflict checks run on real cases.
Our experts use it on live cases
Med Legal Pro's own nurse and physician experts use ConflictPro on live cases, and their feedback shapes what gets built.
Every rule comes from a real conflict
The parent company check, the facility and date overlap, and the side history rules each exist because a conflict like it would have gotten an expert struck.
What an expert witness CRM should track
- Attorneys and firms. Every retaining attorney and every opposing counsel, linked to the cases where they appeared and the side they were on. When an attorney changes firms, the person stays the same record.
- Your expert roster. Credentials, specialties, rates, availability, employers, hospital affiliations and dated facility history for each expert.
- Cases and engagements. Plaintiffs, defendants, facilities, deadlines and status on med mal, personal injury, nursing home and wrongful death matters.
- Where the work came from. Record the source of each case (referral, website, directory listing, conference) so you can see which relationships and channels send real work.
- The conflict history. Every check ever run, with date, outcome and who ran it, attached to the engagement.
A CRM for legal nurse consultant and medical-legal consulting firms
A legal nurse consulting or medical-legal consulting firm carries more risk than a single expert, because every placement puts the firm's name on the line. ConflictPro was built for that job. Firm staff see every expert and case. Each expert gets a portal login that shows only their own work. Role-based access keeps billing and administration with the people who handle it.
When a new inquiry arrives, staff can see which experts are qualified and available, run the conflict check for the expert they want to place, and keep the dated result on the engagement. If an attorney asks how the firm screens its experts, the answer is a record, not a promise.
Relationship history becomes conflict protection
Because attorneys, firms, facilities and cases are connected, ConflictPro can flag the patterns a name search misses: an expert being asked to switch sides against a party they once worked for, opposing counsel from a firm that retained the expert before, a defendant that shares a parent company with the facility where the expert works, or a facility the expert worked at during the incident window.
Pipeline, contracts and the business side
Beyond relationships, ConflictPro carries the case from inquiry to close: pipeline stages, retainer tracking, expert agreements sent for e-signature, a time clock on the phone app, expenses and billing status per case. For firms that pay their experts, it produces expert-payable invoices. It does not invoice attorneys and it does not replace QuickBooks; it feeds the numbers you already keep there. The practice management page walks through the full workflow.
Pricing for firms and solo experts
Small Firm is $149 a month at beta pricing for up to 50 experts, and Full Firm is $249 a month for unlimited experts, both locked for life. Solo experts start at $49. Every plan has a 14-day free trial on the pricing page. Weighing other tools? See the comparison page.
Frequently asked questions
What is an expert witness CRM?
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It is a system that tracks the relationships behind expert work: attorneys, firms, experts, facilities and cases, including which side each party was on. ConflictPro adds a conflict check that runs against those relationships every time a new engagement is created.
Is ConflictPro a CRM for legal nurse consultants?
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Yes. Legal nurse consulting and medical-legal consulting firms use it to manage an expert roster, match experts to cases, screen every placement for conflicts and give each expert a portal login limited to their own cases.
Can I use HubSpot or a spreadsheet instead?
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You can store contacts in either, but neither knows that an attorney was opposing counsel on a past case or that two facilities share an owner. Those are the connections that create conflicts, and ConflictPro checks them automatically.
Do law firms buy ConflictPro?
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ConflictPro is built for experts and expert firms: physicians, nurses, legal nurse consultants and medical-legal consulting firms. Attorneys appear in it as the people who retain your experts and as opposing counsel.
Does it invoice attorneys?
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No. ConflictPro tracks time, expenses and billing status and produces expert-payable invoices for firms. Attorney invoicing and your books stay in QuickBooks.