| name | client-intake-summary |
| language | en |
| description | Produces a structured corporate-client intake brief from intake forms, consultation notes, and initial communications. Use when onboarding a new corporate matter, processing an intake packet, summarizing consult notes, running a conflict check, or triaging deadlines for a corporate governance matter. |
Client Intake Summary
Converts raw intake materials into an evidence-tagged, team-ready brief for attorney review and matter activation.
Prerequisites
Gather before starting:
- Intake packet: forms, engagement data, identity/contact details, entity structure
- Communications: emails, call/meeting notes, preliminary documents
- Jurisdiction cues: governing state, filing location, corporate governing documents
- Conflict inputs: firm CRM/conflict database or prior-representation list (or note that none was available)
- Fee framework: hourly/flat expectations, retainer status, billing constraints, payor source
- Time-sensitive facts: deadlines, hearings, board dates, contract expirations
- Scope notes: permission and confidentiality scope for each source document
Quick Start
- Collect and tag all source documents.
- Run conflict/ethics check (or note gap).
- Draft the brief using the section order and template below.
- Mark every unknown field
Unknown and every unverified legal point [VERIFY].
- Route to assigning attorney with urgency classification.
Output Sections
Produce in this fixed order:
| Section | Content | Format |
|---|
| Executive Overview | 2–3 sentences: matter, client objective, urgency | Plain text |
| Client Profile | Names, roles, contacts, communication prefs, confidentiality sensitivity | Bulleted fields |
| Matter Snapshot | Type, legal issue, key parties, factual timeline, status, governing entities | Chronological table |
| Preliminary Legal Considerations | Governing law cues, implied claims, jurisdiction questions, privilege/authority risks, SOL flags | Checklist |
| Financial Notes | Fee discussion, retainer, budget constraints, funding source, billing risk | Bullets; standardize dollar amounts |
| Risks and Red Flags | Inconsistencies, credibility issues, unrealistic outcomes, complexity indicators | Risk table (Low/Med/High) |
| Conflicts and Ethics | Conflict search status, adverse-party overlap, confidentiality conflicts, privilege boundaries | Status table |
| Follow-Up Queue | Missing facts, documents, and answers needed | Numbered action list |
| Immediate Next Steps | 24h actions, 7-day actions, owner, dependency | Prioritized checklist |
Header Template
Client:
Matter ID:
Matter Type:
Jurisdiction:
Intake Sources:
Date Received:
Status: New / Pending / Urgent
Core Drafting Rules
- Facts vs. inferences — every
Fact row must cite at least one source.
- Dates — use
YYYY-MM-DD throughout.
- Client quotes — preserve only when materially relevant.
- Names — verify spellings against source materials; do not over-edit.
- Uncertainty — flag with
[VERIFY] and list what must be checked.
- Order — address conflict/confidentiality posture before legal merits.
Pitfalls and Checks
- No legal advice. Tone is internal and professional; no counseling recommendations.
- Urgency required. Every brief must classify as
Immediate, This Week, or Routine.
- SOL / filing deadlines. If mentioned, include the governing trigger rule +
[VERIFY] for jurisdiction-specific requirements.
- No fabricated timelines. Missing dates go in the Follow-Up Queue, not invented.
- Confidentiality. Avoid unnecessary sensitive disclosures in shared summaries.
- Corporate governance. Capture entity authority limits, board/committee roles, and document governance references.
- Closing line. End with: recommended assignment owner, recommended first task, and estimated start date.
