ENGAGE COLLISIA
Contact Collisia about a conflict-check request involving a professional or firm you choose.
- How to Engage
Use New Engagement Request for new work. Use Existing Engagement Inquiry for an existing engagement.
New Engagement Request Template
If your email application does not open automatically, copy and paste the template below into a new message.
Subject: Collisia — New Engagement Request INSTRUCTIONS Please complete the fields below in your own words. Include only information you are authorized to share, and avoid sensitive personal information unless it is necessary for this email. Use this email to submit one conflict-check request for review. Identify one professional or firm only, and submit a separate email for each additional professional or firm. Provide the details known at this time. If a requested detail is not yet known, write "Not Yet Known." Include only information needed for the conflict check. Do not include detailed matter information unless needed for the requested conflict check. Collisia will use your answers to determine whether it can issue an engagement agreement for the conflict-check request. If you have an approved bulk-pricing arrangement for five or more separate conflict-check requests, then provide the requested details. ENGAGEMENT REQUEST DETAILS Domain: collisia.com REQUESTOR What is your full legal name? Answer: What is your capacity? (Pick one: "Principal" or "Authorized Advisor") Answer: PRINCIPAL / INTENDED CLIENT What is the principal's / intended client's full legal name? Answer: BULK REQUEST Is this conflict-check request part of an approved Collisia bulk request? (Answer: "Yes" or "No") Answer: If yes, what bulk-request reference number did Collisia provide? Answer: CONFLICT-CHECK INFORMATION What names or other information may Collisia provide to the professional or firm for the conflict check? Answer: May Collisia identify the prospective client in the initial conflict-check request? (Answer: "Yes" or "No") Answer: If no, and the professional or firm later requires the prospective client's identity to complete the conflict check, may Collisia provide the full legal name listed above? (Answer: "Yes" or "No") Answer: PROFESSIONAL OR FIRM What is the professional's or firm's name? Answer: What email address should Collisia use to contact the professional or firm? Answer:
The email links and copy templates are provided for convenience.
This email channel is for inquiries only and is not a method for service of process or formal notice under the Notices section of the Terms.Existing Engagement Inquiry Template
If your email application does not open automatically, copy and paste the template below into a new message.
Subject: Collisia — Existing Engagement Inquiry INSTRUCTIONS Please complete the fields below in your own words. Include only information you are authorized to share, and avoid sensitive personal information unless it is necessary for this email. Use this email to contact Collisia about an existing engagement. If possible, send from your registered email address to help route the inquiry more quickly. Sending to the engagement-specific email address, if you have it, may also help with routing. ENGAGEMENT INQUIRY DETAILS Domain: collisia.com SUBMITTER What is your full legal name? Answer: What is your capacity? (Pick one: "Principal" or "Authorized Advisor") Answer: ENGAGEMENT What is the Collisia Request ID (CRID), if available? Answer: If the CRID is not available, which professional or firm does the request concern? Answer: QUESTION OR REQUEST What do you need from Collisia regarding that request? Answer:
The email links and copy templates are provided for convenience.
This email channel is for inquiries only and is not a method for service of process or formal notice under the Notices section of the Terms.