---
title: Upfront Reviews
meta_title: 'Upfront Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Upfront works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Legal
  url: https://www.g2.com/categories/legal
---


# Upfront Reviews
**Vendor:** Fulcrum Global Technologies  
**Category:** [Conflict Check Software](https://www.g2.com/categories/conflict-check)
## About Upfront
Upfront Conflicts and New Business Intake is a risk management solution that reduces the administrative burden of processing and managing clients and matters. A flexible, information-driven registration tool, Upfront simplifies several processes all in one solution with built-in industry best practices. Functionality includes client evaluation, conflicts, terms of business, fee estimate setup, and regulatory compliance. The solution accomplishes this through role-based workflows and forms, collaboration and task routing tools, conflict search, and a data warehouse that integrates firm and 3rd party data. From lawyers and risk staff to IT and marketing, Upfront can easily be used by employees at all levels.






- [View Upfront pricing details and edition comparison](https://www.g2.com/products/upfront/reviews?open_modal_url=%2Fproducts%2Fupfront%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fupfront%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-07+09%3A53%3A20+-0500&secure%5Bsession_id%5D=16a0e35e-bef2-4248-b29a-708825759f46&secure%5Btoken%5D=653ba8124876010e925316a8f3559908eacebf15c746c427ef43fec1608b824f&format=llm_user)

## Upfront Features
**Law**
- State Law
- Malpractice
- ABA

**Report**
- Case Type
- Attorney
- Case Involvement

**Logistics**
- Contact Database
- Search
- Confidential
- Client Database
- AI Copilot
- Two-Factor Authentication
- Case Management

**Additional Functionality**
- Billing & Invoicing
- Customizable Forms
- Billable Items Tracking
- Forms Management
- Customizable Templates
- Self Service Portal
- Collaboration Tools
- Reporting/Analytics
- Indexing
- Generative AI
- Expense Tracking
- Relationship Tracking
- Customizable Reports
- Activity Dashboard
- Customizable Fields
- Risk Management
- Search/Filter
- Accounting
- Third-Party Integration
- Compliance Management
- Data Visualization
- Document Templates
- Communication Management
- API
- Mobile Access
- Document Storage
- Workflow Management
- Email Management
- Conflict Tracking
- Client Management
- Time & Expense Tracking
- Access Controls/Permissions
- Calendar Management
- Data Import/Export

## Top Upfront Alternatives
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  - [AbacusLaw by CARET](https://www.g2.com/products/abacuslaw-by-caret/reviews) - 4.0/5.0 (111 reviews)
  - [eimmigration by Cerenade](https://www.g2.com/products/eimmigration-by-cerenade/reviews) - 4.8/5.0 (42 reviews)