Conflict Check
Collect client, matter, and related-party details with the Conflict Check form to screen for legal conflicts before you take a new case and keep intake moving with confidence.
The Conflict Check form helps legal teams review a new matter before committing time, strategy, or staffing. When a prospective client reaches out, you need a clear way to gather the key names and relationships so your team can decide with confidence whether to move forward.
This template brings client, matter, and related-party details together in one place, giving your team what it needs to screen for conflicts without tracking down scattered notes. It also fits naturally into a broader intake process, helping the right people review the submission and keep things moving.
If your process requires more context, tailor the Conflict Check form to your practice area, add the questions your team uses most, or connect it to your internal review and follow-up steps. This makes it easier to keep the template aligned with how your firm screens new work.
Frequently Asked Questions
A conflict check is a review of the people and matters involved in a new engagement to see whether your firm already represents someone with an opposing or related interest. This template helps you collect the details needed to make that review.
You can adapt it to your firm’s screening process by adding the specific parties, matter details, or review questions your team relies on. You can also adjust the wording to match your practice area and internal terminology.
