Legal Client Intake Assistant
Automate client intake interviews and generate attorney-ready case summaries
What You Can Do
Conduct structured intake interviews that systematically gather client information, identify potential conflicts of interest, and generate professional case summaries. Claude asks targeted follow-up questions to ensure no critical details are missed, then organizes findings into a formatted attorney review document ready for case file entry.
Features
Follows a logical progression through client background, matter details, timeline, and remedies sought with intelligent follow-up questions.
Identifies potential conflicts by extracting party names, opposing counsel, and related parties, flagging issues for attorney review.
Asks context-specific questions based on matter type (family law, immigration, personal injury) to gather relevant information efficiently.
Pulls key details into structured fields: parties, claims, damages, deadlines, and prior representation.
Formats intake findings into an attorney-ready memo with clear sections, formatted names, and flagged action items.
Organizes extracted information into a reusable client file structure for immediate case system entry.
Categorizes the matter by type and complexity, calculates statute of limitations, and identifies critical filing deadlines.
Example Output
Interview Example
Claude: What is the primary legal matter you need assistance with today? Client: I was injured in a car accident six months ago. Claude: I'm sorry to hear that. Can you tell me who was involved in the accident and whether police were called? [...continues with structured questions...]
Generated Attorney Summary
INTAKE MEMO Client Name: John Smith | Date: 8/7/2026 Matter Type: Personal Injury - Motor Vehicle Accident Claim Amount: $50,000 (medical + lost wages) Timeline: Incident 2/15/2026 | Notice Sent 3/1/2026 Opposing Party: Jane Doe & Progressive Insurance Conflict Status: ✓ No conflicts identified Statute of Limitations: Expires 2/15/2028 (20 months remaining) Action Items:
- Request medical records and invoices
- Obtain police report (Case #12345)
- Obtain wage loss documentation
- Retain medical expert (orthopedic review) Next Steps: Schedule follow-up for damages documentation and prior medical history
What's Included
- Interview Script: Pre-built question sequence covering client background, matter details, timeline, damages, and litigation history.
- Conflict Detection Engine: Automated extraction of party names, opposing counsel, related parties, and flagging of potential ethical issues.
- Summary Generator: Converts raw interview data into formatted attorney memos ready for case management system entry.
- Matter Classification System: Automatically categorizes intake by practice area (family, immigration, personal injury, employment, IP) for routing.
- Client File Template: Structured document with fields for all key intake information, parties, contact details, and action tracking.
- Quick Reference Guide: Prompts for common follow-up questions, matter-specific intake flows, and conflict screening best practices.
Who It's For
- Paralegals & Intake Coordinators
- Solo Practitioners & Small Law Firms
- Legal Practice Managers
- Immigration & Family Law Practices
- Legal Aid & Pro Bono Programs
Best For
- Initial Client Consultations
- New Matter Intake & Case File Setup
- Conflict of Interest Screening
- Client Background Documentation
- Intake Memo Generation for Attorney Review
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