Matter intake and conflict sheet
List every party, entity and affiliate with the facts the conflict check needs, so the check runs once and no intake goes out missing a counterparty legal name.
- Industry
- Legal and Compliance Services
- Team
- Client services
- Use case
- Client onboarding
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks: Chart: Parties and entities by conflict readiness (c-parties-donut); KPI: Parties conflict-ready on the first pass (k-conflict); Chart: From parties listed to conflict-ready (c-parties-waterfall) · Requires sign-in
Overview
What this template supports
A matter intake and conflict sheet for a corporate law firm and its client. It lists the 11 parties and entities of an acquisition intake with their roles and conflict-ready facts, names the facts still missing on a second matter, and shows the path from intake to engagement decision with live Dashboards blocks.
- Party and entity table with required facts
- Conflict-ready fact definition list
- Late-found affiliates warning
- Intake to engagement flowchart
- Intake completeness checklist
- Live conflict-readiness blocks
How to use this template
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List every party
Enter each party, entity and affiliate with its role, jurisdiction and registered number, and the source document for each fact.
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Mark readiness
Mark each party conflict-ready or incomplete, and name each missing fact with its owner and date.
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Hand to the responsible lawyer
Send the completed sheet to the responsible lawyer, who decides the conflict outcome and the engagement.
Frequently asked questions
Who decides the conflict outcome?
The responsible lawyer. The sheet records facts and status only.
When does a party count as conflict-ready?
When its legal name, jurisdiction, registered number, parent and role are supplied with a source document.
What does Matter intake and conflict sheet help me do?
List every party, entity and affiliate with the facts the conflict check needs, so the check runs once and no intake goes out missing a counterparty legal name.
Who reads and maintains this page?
Solenne general counsel supplying the facts and the Ashcombe Varley conflicts clerk; prepared by the matter intake coordinator. The responsible partner reviews it.
When is the page ready to share with the client?
Shared only after every party shows a status, each missing fact has an owner and a date, and the live blocks point at the client's own records.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.