Generate a conflict-of-interest risk matrix appendix for the New-Client Intake Form that cross-references opposing parties, related entities, and prior representations stored in the firm’s CRM

Client Identity Documents *

Opposing Parties List *

Matter Jurisdiction * Choose jurisdiction Federal - US District Court State Court - California State Court - New York State Court - Texas State Court - Delaware International Arbitration SEC Administrative Proceeding State Regulatory Commission Bankruptcy Court Tax Court ITC Section 337 Multi-District Litigation

Practice Area Classification * Choose practice areas Commercial Litigation - Breach of Contract M&A and Private Equity Transactions Securities and Capital Markets Intellectual Property - Patent Disputes Intellectual Property - Trademark Protection Employment and Labor Relations Environmental and Regulatory Compliance Bankruptcy and Restructuring White Collar Criminal Defense General Corporate Counseling Privacy and Data Security Cross-Border Trade and Sanctions

Prior Representation Timeframe * Choose lookback period Complete historical - No limit Last 10 years (basic standard) Last 5 years (risk-tolerant approach) Last 3 years (startup/high-velocity clients) Last 2 years (M&A transactional focus) Last year (time-sensitive matters) Custom date range - Specify

Relationship Mapping Depth * Choose mapping complexity Complete corporate family trees (full subsidiary networks) 5-level subsidiary analysis (standard for public companies) 3-level subsidiary analysis (sufficient for mid-market) Direct subsidiaries only (simplified approach) Ultimate beneficial ownership only (individual focus) PE portfolio company analysis (fund relationships) Trust and estate connections (family office matters)

Imputation Rules * Choose imputation method Traditional imputation from all current firm personnel Modified imputation with screening for lateral hires Informal consultation only (reduced conflict pool) Client-specific imputation agreements in engagement letters Look-forward approach (lateral hire screening) Clean team protocols (high M&A volume) Chinese walls with advance client consent

Special Consideration Flags

Output Matrix Format * Select output format Comprehensive red flag report with recommendations Executive summary matrix for client presentation Detailed appendix with full legal analysis Internal working document with yellow/red flags only Privileged memorandum format (attorney-client privilege) Client-facing summary with visual risk indicators Regulatory submission format (as required)

Reviewer Designation * Choose approval authority Individual responsible attorney sign-off Practice group partner approval Conflict committee review (complex matters) General counsel approval (lateral hire situations) Client relationship partner acknowledgment Joint approval - conflicts and ethics partners Crisis management committee (sensitive matters)