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Legal · free template

Conflict of Interest Check Form

Internal conflict screening before engagement: parties, related entities and prior involvement.

A ready-to-use legal & professional services form for law firms and in-house legal teams: 11 questions, 1 page, 4 conditional rules.

Questions
11
Pages
1
Layouts
card · classic
Conditional rules
4
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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Conflict of interest check

2 questions are hidden by conditional logic right now — change an answer above to reveal them.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

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.

About this template

A conflict check is only as reliable as the parties fed into it, so this form is built around naming every entity connected to the prospective matter rather than just the two obvious sides. It starts with the client and matter description, then asks for opposing parties and related companies or trusts separately, since a structured search misses connections that only surface when related entities are listed on their own line. The referral source is asked mainly as a record-keeping detail, useful later if a pattern of introductions needs reviewing. Whether the firm has previously advised any listed party is the question that matters most, and a yes opens a field for previous matter references so the reviewing fee earner can pull the earlier file rather than relying on memory. A personal-connection question covers the informal conflicts a database search will never catch. The outcome is recorded as a firm decision — clear, conflicted, or needing supervisor review — and choosing the last option opens a field naming the supervisor responsible, so the escalation has an owner rather than sitting unresolved.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Conflict check

  • Prospective client namerequired
  • Matter descriptionrequired
  • Opposing partiesrequired
  • Related companies or trusts
  • Referral source
  • Has the firm advised any listed party before?required
  • Previous matter references
  • Any personal connection to fee earners?required
  • Checked byrequired
  • Outcomerequired
  • Supervisor name

11 questions in total.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 4 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Has the firm advised any listed party before?”

  • Reveals questions

    If “Has the firm advised any listed party before?” is Yes, the form reveals “Previous matter references”.

  • Makes answers required

    If “Has the firm advised any listed party before?” is Yes, “Previous matter references” becomes required before the form can be submitted.

Driven by “Outcome”

  • Reveals questions

    If “Outcome” is Needs supervisor review, the form reveals “Supervisor name”.

  • Makes answers required

    If “Outcome” is Needs supervisor review, “Supervisor name” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    List related entities separately from opposing parties

    Trusts and connected companies are where an automated search most often misses a match.

  2. 2

    Pull the referenced file on a positive history hit

    Do not rely on memory when the form indicates the firm has advised a party before.

  3. 3

    Name a supervisor immediately on escalation

    An unresolved review with no named owner tends to stall the whole matter.

  4. 4

    Run this before intake goes any further

    Screening before the first meeting avoids a late-stage conflict that wastes billable time.

Mistakes to avoid

  • Only checking the named client and opposing party, missing a connected trust or company.
  • Recording a conflict outcome without noting who reviewed it.
  • Leaving a supervisor review outcome open with no name attached to chase it.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

File the completed check against the prospective matter, escalate any flagged outcome to the named supervisor, and only proceed to engagement once cleared.

Works in both layouts

Browse card templatesBrowse classic templates

Forms that overlap this one

These pages cover the same subject ground as the conflict of interest check form, matched on the words people actually search for.

Privacy & compliance

This form collects identity or financial details. Enable encrypted answers on the sensitive fields, avoid emailing full values in notifications, and delete responses once the check is complete.

Frequently asked questions

Who should complete this form?

Whoever takes the initial enquiry, with a supervising partner reviewing anything flagged.

How far back should previous matter history be checked?

As far as the firm's records reasonably allow — most practice management systems can search the full client history.

What counts as a personal connection?

Family, financial or social ties between a fee earner and any named party, however indirect.

Can this run automatically against a client database?

Some firms integrate it with their case management system, but the manual fields here still catch what automation misses.

Is the Conflict of Interest Check Form template free to use?

Yes. You can preview and test Conflict of Interest Check Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Conflict of Interest Check Form template ask for?

It asks 11 questions across 1 page, 7 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Conflict of Interest Check Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this legal & professional services form work?

4 conditional rules ship with the template: 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. All rules are editable in the Logic tab.

Where do responses to the Conflict of Interest Check Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Conflict of Interest Check Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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