Conflict Description
Describe the relationship, matter overlap, dates, and any shared confidences so the recipient can assess materiality and risk.
A documented waiver preserves client consent, reduces ethics exposure, and creates an auditable record that a lawyer disclosed and sought approval to proceed. It supports file defensibility under state professional conduct rules and helps the firm demonstrate informed consent if questions arise later.
Maintain a signed copy in the matter file and log the consent decision in your conflict-check system for future reference.
Describe the relationship, matter overlap, dates, and any shared confidences so the recipient can assess materiality and risk.
List all clients, former clients, or third parties involved and define the role each plays to clarify who may be disadvantaged by continued representation.
Explain foreseeable risks to loyalty, confidentiality, or litigation strategy so consent is truly informed rather than perfunctory.
Detail screening, ethical walls, limited-scope representation, or team separation plans to reduce actual conflict consequences.
State precisely what the signer is consenting to (e.g., joint representation for Matter X) and whether consent is time or subject limited.
Provide a dated signature block with explicit language that the signer understands the disclosure, had opportunity to ask questions, and consents or declines.
| Field | Configuration |
|---|---|
| Upload Document | PDF or DOCX accepted |
| Add Signer Fields | Signature, Date, Printed Name |
| Authentication | Email + optional SMS code |
| Retention | Enable audit trail and export to matter system |
Integrations with case management or document management systems help store waivers in the matter file and preserve chain-of-custody metadata.
Disclose as soon as the conflict is known
Allow at least 7–14 days for considered consent
Conflict counsel review within 3–5 business days
Varies; factor in motion scheduling
Place signed copy in matter file immediately
A regional real estate firm discovered overlapping client interests in a multi-party closing and issued a written waiver explaining the overlap
A corporate legal department used a documented waiver to proceed on related corporate matters after independent ethics review
| Criteria | Conflict Waiver | Joint Representation Consent |
|---|---|---|
| Purpose | authorize continued counsel | authorize shared counsel |
| Timing | after conflict identified | at engagement start |
| Mitigation | ethical wall possible | full disclosure required |
| Revocability | generally revocable | often revocable subject to court |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |