Conflict of Interest & New-Matter Clearance — Update / setup form (auth-only) for Legal. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

Capture every party and stakeholder for a thorough conflicts screen before we open this matter — names only.

What it collects (by section):

• The matter — Matter Name / Working Title [short text]; Matter Type (legal) [dropdown: Consultation / Contract/Transaction / Dispute/Negotiation / Litigation / Family / …]; Client Role in Matter [dropdown: Individual / Business / Plaintiff/Claimant / Defendant/Respondent / Petitioner / …]; Capacity / Representation Role [dropdown: Self / Parent/Guardian / Executor/Personal representative / Attorney-in-fact/Agent / Officer/Owner of entity / …].
• Parties to screen — Adverse Party Name(s) [long text]; Opposing Counsel Name(s) [long text]; Third-Party Stakeholders [long text]; Names for Conflicts Screening (legal) [long text].
• Clearance & authority — Legal Conflict Check Status [dropdown: Not started / In progress / Cleared / Waiver requested / Waiver signed / …]; Engagement Authority Confirmed [choice: Yes / No / Shared].

Form type: Update / setup (up), auth-only. Niche: Legal. Deployment: embed.

Best for / surface when: Legal client workflow — conflict of interest & new-matter clearance.