# 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.

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.

Canonical: https://reuily.com/templates/conflict-check-form
Use this template: https://reuily.com/form/from-template/conflict-check-form
Collections: Requests & Intake, Professional Services, Legal, Operations
Last updated: 2026-10-25

## Questions

- Question 1: What's your name? (Short Text, required)
- Question 2: What's your work email? (Email, required)
- Question 3: Which attorney is this for? (Short Text, required)
- Question 4: What's the prospective client's full name? (Short Text, required)
- Question 5: What other names has the client used? (Short Text, optional)
- Question 6: Who are the opposing parties? (Long Text, required)
- Question 7: Who are the related parties? (Long Text, optional)
- Question 8: Who are the opposing lawyers, if known? (Short Text, optional)
- Question 9: What type of matter is it? (Select, required). Options: Family law; Criminal defense; Personal injury; Employment; Immigration; Bankruptcy; Estate planning; Business or contracts; Real estate; Something else
- Question 10: Briefly describe the matter (Long Text, required)
- Question 11: How did the client hear about us? (Short Text, optional)
- Question 12: If you've run the conflict search, what did it find? (Single Choice, optional). Options: No conflict found; Possible conflict, needs review; Conflict found; Search not run yet
- Question 13: Notes on any possible conflict (Long Text, optional)

## 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

## 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.