Conflict of Interest Check Form — shared by the community

Who this template is for

Conflict of Interest Check Form is built for law firms and in-house legal teams who need to intake a matter with the facts, parties and consent recorded.

• Law firms and in-house legal teams working in legal & professional services.
• Teams who need to intake a matter with the facts, parties and consent recorded without writing code or paying for a custom build.
• Anyone replacing conflict checks delayed by missing intake detail with one structured record per enquiry.
• Respondents are clients and claimants — the form asks them 11 questions across 1 screen.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of conflict checks delayed by missing intake detail and turns each submission into a record your team can act on immediately.

• 7 questions are required, so submissions arrive complete instead of needing a follow-up email.
• Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Conflict of Interest Check Form lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

• Features advanced show logic: if “Has the firm advised any listed party before?” is Yes, the form dynamically exposes “Previous matter references”. Otherwise that question never appears.
• Features conditional validation: if “Has the firm advised any listed party before?” is Yes, “Previous matter references” becomes mandatory before the form can be sent.
• Features advanced show logic: if “Outcome” is Needs supervisor review, the form dynamically exposes “Supervisor name”. Otherwise that question never appears.
• Features conditional validation: if “Outcome” is Needs supervisor review, “Supervisor name” becomes mandatory before the form can be sent.
• All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.