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 templateQuestions in this template
- Requesting lawyer
- Prospective client (person or company)
- Type of matter
- Who are the adverse parties?
- Any related parties, such as directors or insurers?
- Has the firm acted for the client or an adverse party before?
- Prior matter number
- Clearance needed by
- Is there a limitation date within 30 days?
- Confidentiality
Related templates
Quick conflict check.
Who is the client, and who is on the other side?