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Conflict of interest check - One question at a time

Internal intake for a law firm: the prospective client, adverse parties, related entities and past matters, so the conflicts team can clear it. One question at a time with photos beside some questions and a trail of what you have answered.

About 4 min to complete. legal, conflict check, law firm, conversational.

Use this template

Questions in this template

  1. Requesting lawyer
  2. Prospective client (person or company)
  3. Type of matter
  4. Who are the adverse parties?
  5. Any related parties, such as directors or insurers?
  6. Has the firm acted for the client or an adverse party before?
  7. Prior matter number
  8. Clearance needed by
  9. Is there a limitation date within 30 days?
  10. Confidentiality

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