Conflict of Interest Check Form Template
Collects client, adverse-party, related-party, and matter details so a law firm can check for conflicts before taking on a new matter.
When to use it
- Before opening a new client matter
- When a prospective client asks the firm to take on a case
- Before adding a new party to an existing matter
- When staff need details to run an initial conflicts search
What it asks
- Your name
- Your email
- Your phone number
- Client name
- Adverse parties
- Related parties
- Matter description
Why it should be encrypted
Names, relationships, and matter descriptions may reveal confidential legal matters. Keep answers unreadable to SealForm and limit access to the firm's authorized conflicts team.
Tips
- Ask for full legal names and common alternate spellings of each party.
- Tell submitters to keep the matter description brief and avoid unnecessary sensitive details.
- Specify who at the firm should receive submissions and how quickly they should respond.