Task: draft a form to use for conflicts checks, policies for how and when checks are done, and follow-up procedures. Tip: Think of this as creating a manual - it should be instructional. set of instructions for client intake (i.e. types of questions to ask, things to look for, etc.), form or questionnaire for clients, set of follow-up instructions (e.g. "if client poses a conflict of interest, send non-engagement letter...."). Aim to create well formatted and professional looking documents.