Client Intake Assistant
Streamline client information gathering and initial discovery
What You Can Do
This skill automates the client intake process by generating smart intake forms, conducting structured interviews, and extracting key information from client conversations. You get organized client profiles with all relevant details, custom assessment questions tailored to your industry, and automated follow-up recommendations based on initial responses.
Features
Create customized intake forms based on your industry, service type, or specific client needs with logical flow and conditional questions.
Develop structured interview scripts and question sequences that systematically gather all critical information from clients.
Automatically extract and organize client details into clean, actionable profiles from raw notes or transcripts.
Build industry-specific assessment templates (legal discovery, health history, coaching intake) tailored to your practice.
Generate intelligent next-step recommendations and action items based on client responses and identified needs.
Analyze client responses to surface key themes, risks, opportunities, and areas requiring deeper investigation.
Convert unstructured client information into clean, searchable summaries organized by category and priority.
Export intake results as structured JSON, markdown profiles, or formatted documents ready for your system.
Example Output
Example 1: Attorney Intake Summary
Client Profile
- Name: Sarah Chen | Matter: Employment Contract Review
- Timeline: Needs agreement reviewed within 2 weeks
- Key Issues: Equity clause ambiguity, non-compete scope
- Red Flags: Tight timeline, previous disputes with employer
- Next Steps: Request full employment history; clarify compensation structure
Example 2: Generated Coaching Intake Form
Client Discovery Session
- What specific goal are you working toward? (text)
- How long have you been working on this? (timeline)
- What's stopped you so far? (barriers assessment)
- Who supports your growth? (support system)
- What would success look like in 90 days? (measurable outcome)
Follow-up Recommendations
- Schedule weekly check-ins (client indicated high accountability preference)
- Explore past patterns (multiple mentions of similar challenges)
- Connect support system (strong network but underutilized)
Example 3: Medical Practice Client Summary
✓ Demographics captured | ✓ Current medications listed | ✓ Allergies flagged (Penicillin) | ✓ Insurance verified | ✓ Referral source identified
Key Findings: First-time patient, referred by current patient, no chronic conditions, interested in preventive care—priority for comprehensive wellness discussion.
What's Included
- Interview Prompt Templates: Pre-built question frameworks for different industries (legal, medical, coaching, business) that you customize for your practice.
- Client Profile Extraction Workflow: Step-by-step prompts to transform messy notes or call transcripts into organized, structured client profiles.
- Industry-Specific Intake Frameworks: Ready-to-use intake templates for common professions: attorneys, therapists, consultants, healthcare providers, and agencies.
- Assessment & Analysis Templates: Structured prompts for evaluating client fit, identifying risks, surfacing opportunities, and prioritizing action items.
- Follow-up Action Generators: Prompts that automatically generate next-step recommendations, required documentation, and timeline recommendations based on intake data.
- Data Export Formatters: Helpers to output client data as JSON, markdown tables, or document formats compatible with your CRM or practice management system.
Who It's For
- Attorneys & Legal Professionals
- Healthcare Providers & Clinicians
- Coaches, Therapists & Counselors
- Management & Business Consultants
- Agency Account Managers & Client Services
Best For
- Initial client discovery meetings and kickoffs
- Onboarding and information standardization
- Pre-engagement qualification and fit assessment
- Converting call notes into structured client profiles
- Generating custom intake forms for your specific industry
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