Law Firm Conflict Check Form Template
A free law firm conflict check form. Intake staff log every new client, opposing party and related name before an attorney accepts the matter.
Customize the pages and design to fit your needs.
About this template
Staff record the prospective client, the parties on the other side, related people and businesses, and the matter type for every new inquiry. Responses go to one sheet you can search before the firm takes the case.
Common uses
- Law firm intake staff
- New matters in any practice area
- Small firms without case software
Key features
- Client, opposing and related parties
- Search result and notes
- Every check in one sheet
What this template asks
What's your name?
Short Text
What's your work email?
Email
Which attorney is this for?
Short Text
What's the prospective client's full name?
Short Text
What other names has the client used?
Short Text · Optional
Who are the opposing parties?
Long Text
Who are the related parties?
Long Text · Optional
Who are the opposing lawyers, if known?
Short Text · Optional
What type of matter is it?
Select · Family law, Criminal defense, Personal injury, Employment, Immigration, Bankruptcy, Estate planning, Business or contracts, Real estate, Something else
Briefly describe the matter
Long Text
How did the client hear about us?
Short Text · Optional
If you've run the conflict search, what did it find?
Single Choice · Optional · No conflict found, Possible conflict, needs review, Conflict found, Search not run yet
Notes on any possible conflict
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
When should a law firm run a conflict check?
Before the firm gives advice or accepts a new matter, and again when new parties join a case. This form records the names to search each time.
Which names should a conflict check include?
The client and any other names they use, every opposing party, related people and businesses, and opposing lawyers.
How do I search past conflict checks?
Send every response to Google Sheets and search the names there, or send them to your case software with a webhook.