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Contract analysis / new-matter-intake-request-form.docx
new-matter-intake-request-form.docx
1031-00001 · 6 clauses
High · 1 Medium · 0 Standard · 0
1. The information provided in this form is complete and accurate to the best of my knowl
1. The information provided in this form is complete and accurate to the best of my knowledge as of the date of submission.
2. I have identified all adverse and interested parties known to me in connection with th
2. I have identified all adverse and interested parties known to me in connection with this matter in Section 6 of this form and have made a diligent effort to identify all such parties based on the information available to me at this time.
3. I have disclosed all known or suspected conflicts of interest in Section 7 of this for
3. I have disclosed all known or suspected conflicts of interest in Section 7 of this form, including the suspected conflict relating to Pinnacle Workforce Analytics, Inc.
4. I understand and acknowledge that no substantive legal work may be commenced on behalf
4. I understand and acknowledge that no substantive legal work may be commenced on behalf of Metropolitan Transit Development Corp. in connection with this matter until the conflicts-clearance process is complete and the engagement has been formally approved in accordance with Calderwood & Harkness LLP Firm Policy CNB-4.
5. I understand and acknowledge that if the conflicts-clearance process identifies a conf
5. I understand and acknowledge that if the conflicts-clearance process identifies a conflict that cannot be resolved, the engagement may not proceed, or the scope of the engagement may be narrowed, and I will promptly inform the prospective client of any such determination.
6. I will promptly notify the Conflicts & New Business Department of any additional adver High
⚑ Indemnity / guarantee obligation
6. I will promptly notify the Conflicts & New Business Department of any additional adverse or interested parties, or any additional known or suspected conflicts, that come to my attention after the submission of this form. CALDERWOOD & HARKNESS LLP By: ________ Name: Rachel Bernstein Title: Partner, Privacy & Data Security Practice Group Date: May 9, 2024 CONFIDENTIAL — ATTORNEY WORK PRODUCT This form is confidentia