client-intake-summary

name	client-intake-summary
title	Client Intake Summary
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.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/client-intake-summary
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	general
practice	corporate
language	en

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

1. Collect and tag all source documents.
2. Run conflict/ethics check (or note gap).
3. Draft the brief using the section order and template below.
4. Mark every unknown field Unknown and every unverified legal point [VERIFY].
5. 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