CLIENT INTAKE AND CONFLICT-CHECK WORKSHEET
DueCounsel | October 20, 2026
Suggested office workflow. A qualified lawyer makes the legal decision.
Use restricted storage; avoid collecting unnecessary confidential facts.

INQUIRY
Reference: __________________  Received: __________________
Contact name and channel: __________________________________
Broad issue and apparent urgency: __________________________
Assigned owner and next action: ____________________________
No acceptance or deadline responsibility should be promised by staff
without the appropriate lawyer decision and communication.

SEARCH PREPARATION
[ ] Prospective client's legal name and variations recorded
[ ] Adverse parties and known aliases recorded
[ ] Relevant related entities / persons identified with counsel
[ ] Search scope and information gaps recorded

SEARCH RECORD
Date and preparer: _________________________________________
Terms and spelling variations used: ________________________
Systems / records searched: ________________________________
Existing / former client or matter matches: ________________
Other relationships requiring review: ______________________
Missing records / limitations: _____________________________

LAWYER REVIEW
Reviewer and date: _________________________________________
[ ] Additional information needed
[ ] Further conflict analysis needed
[ ] Approved for the specified next step, with conditions below
[ ] Declined / other decision below
Decision, authority, conditions, and supporting reference:
___________________________________________________________
Do not assume a conflict is waivable or that no match proves clearance.

ENGAGEMENT AND MATTER OPENING
[ ] Client identity and authority to instruct confirmed
[ ] Scope and fee arrangement reviewed and agreed
[ ] Engagement status communicated by an authorized person
[ ] Matter owner, backup, and access assigned
[ ] Known dates and source evidence routed for lawyer review
[ ] Documents and billing contact verified

DECLINE / CLOSEOUT IF APPLICABLE
Communication owner and date: ______________________________
Known urgency reviewed by lawyer: __________________________
Retention / disposal decision and access: __________________

LATER REVIEW TRIGGERS
New parties, relationships, instructions, or other material changes:
___________________________________________________________
Next review owner / date: __________________________________