Screen conflicts of interest before intake — list parties, relationships and confidentiality terms, confirmed with a checkbox, name and date.
Quick answer
Run before engagement, it lists the parties, their relationships and confidentiality terms with a confirming checkbox and signature, so conflicts surface at intake rather than mid-matter.
Disclaimer: this page is for process reference only. It does not constitute legal advice, and the legal effect of any acknowledgement depends on your jurisdiction. Consult a qualified attorney.
Methodology: check items follow common law-firm conflict-clearance structure; adapt the roster to your practice.
Before an attorney takes a matter, the firm must confirm no conflict of interest exists. This form lists everyone involved, their relationships and the confidentiality terms, and has the client tick each item and add a typed name and date — a clear conflict-declaration record for intake.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
List every party and related person.
How each person connects to the matter.
Acknowledge secrecy obligations.
Typed confirmation, captured as a record.
From copy to deliverable in four steps.
Copy it and list the parties for the matter.
Note any relationship that could create a conflict.
The client ticks each item and adds name and date.
Save the conflict-declaration record to the file.
Pick your role — see how it fits your workflow.
Clear conflicts before assigning a matter.
Document the clearance decision.
Maintain an auditable conflict record.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
