| name | intake-summary |
| title | Client Intake Summary (Corporate) |
| description | Produces a structured U.S. corporate client intake summary from intake forms, consultation notes, and initial communications. Outputs an executive overview, client profile, matter description, timeline, legal considerations, financials, risks, and follow-up questions with source mapping. Use for corporate governance intake, new matter onboarding, and client management summaries. Trigger keywords: client intake summary, intake form, consultation notes, corporate governance, new matter overview. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/intake-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | corporate |
| language | en |
| tags | ["summarization","summary"] |
Client Intake Summary (Corporate)
Convert raw intake materials into a structured, source-cited matter overview for initial attorney review.
Prerequisites
- Intake materials: forms, notes, emails, attachments, and any provided documents
- Client identifiers: legal name and entity type (if available)
- Matter scope: corporate governance or related client management issue
- Jurisdiction signals: state(s) of formation, operations, or dispute nexus
Output Structure / Process
Use the template below and populate with extracted facts. Every factual statement should include a source tag in the form (Source: {doc id/page/line or email date}). If missing, mark as Unknown.
# Executive Overview (2–3 sentences)
- [Summary of issue, client objective, and urgency with source tags.]
# Client Profile
| Field | Details | Source |
|---|---|---|
| Legal name | | |
| Entity type | | |
| Formation state | | |
| Primary contacts | | |
| Preferred communication | | |
| Language/access needs | | |
| Key stakeholders | | |
# Matter Description
| Topic | Details | Source |
|---|---|---|
| Issue summary | | |
| Key parties | | |
| Client objectives | | |
| Business context | | |
| Prior actions taken | | |
| Documents referenced | | |
# Timeline of Key Events
| Date | Event | Source |
|---|---|---|
| | | |
# Preliminary Legal Considerations
- Area(s) implicated:
- Jurisdiction questions:
- Governance instruments involved (bylaws, charter, operating agreement):
- Potential deadlines or time sensitivity:
- Conflicts check status:
# Financial Discussions
| Item | Details | Source |
|---|---|---|
| Fee structure discussed | | |
| Retainer amount | | |
| Budget constraints | | |
| Billing preferences | | |
# Risks / Red Flags
- Inconsistencies or credibility issues:
- Unclear authority or standing:
- Complexity indicators:
- Unrealistic expectations:
# Follow-Up Questions
-
-
-
# Immediate Next Steps
-
-
-
# Source Map (if multiple materials)
| Source ID | Description | Date | Notes |
|---|---|---|---|
| | | | |
Guidelines
- Use clear, neutral legal tone; avoid advocacy or conclusions not supported by sources.
- Cite the exact intake source for each fact; avoid unsourced paraphrase.
- Flag missing facts with
Unknown and surface as follow-up questions.
- Call out potential conflicts and urgency without assuming outcomes.
- Keep dates in
YYYY-MM-DD format and verify entity spellings against source documents.
- Scope to U.S. corporate governance intake; if non-U.S. issues appear, label as jurisdictional uncertainty.
