| name | initial-contact-summary |
| title | Initial Contact Summary |
| description | Generates a structured initial contact summary memorandum from a potential client's first interaction with the firm. Captures case facts, liability indicators, damages, insurance details, and screening criteria. Use during client intake to support conflict checks, case evaluation, and engagement decisions. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/initial-contact-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | personal-injury |
| language | en |
| tags | ["litigation","summarization","summary"] |
Initial Contact Summary
Produces a privileged internal memo from a potential client's first contact — the foundation for conflict checking, case evaluation, and engagement decisions. Mark all output as PRIVILEGED AND CONFIDENTIAL.
Required Inputs
Gather from intake interview, referral, or initial documents:
- Contact info — name, phone, email, address, preferred contact method
- Incident details — date, location, description of events
- Injuries/damages — physical, financial, emotional, property
- Parties involved — opposing parties, witnesses, employers, insurers
- Insurance — client's and adverse party's coverage
- Prior legal actions — existing attorneys, filed claims, administrative complaints
- Referral source — how client found the firm
- Statute of limitations — calculate deadline; flag if < 6 months
Output Sections
1. Contact Information
Table with: Name, Phone, Email, Address, Preferred contact, Intake date, Intake by, Referral source.
2. Conflict Check
- List all parties to check: potential client, opposing parties, employers, insurers, witnesses, related entities (parent companies, subsidiaries)
- Flag: conflict check completed or pending
3. Incident Summary
- Date/time, location (address + jurisdiction), matter type
- Chronological narrative in client's own words (use quotation marks for key statements)
- Police/incident report: number, agency, obtained/requested status
4. Liability Assessment
- Client's theory of fault
- Adverse party conduct (specific negligent/wrongful acts)
- Comparative fault concerns
- Available evidence: photos, video, documents, electronic data
- Witnesses: names, contact info, relationship, anticipated testimony
- Preservation needs: surveillance footage, vehicles, medical devices — flag deadlines
5. Damages
Physical: injuries, treatment to date (providers, facilities), ongoing needs, pre-existing conditions
Economic: medical expenses (current + estimated future), lost wages (dates, rate, employer), property damage, out-of-pocket costs
Non-economic: pain/suffering indicators, daily activity impact, emotional distress factors
