agency-legal-client-intake
CommunityStreamline legal client intake end-to-end.
Legal & Compliance#compliance#scheduling#prospect qualification#legal intake#conflict check#intake summary
Authoranavvanzin
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill provides a structured, empathetic, and compliant legal intake process that collects essential prospect data, screens for conflicts, and translates information into attorney-ready summaries, reducing time-to-first-contact and improving conversion.
Core Features & Use Cases
- Prospect qualification and data collection: gather contact details, matter type, urgency, deadlines, and goals.
- Conflict checks before scheduling: identify adverse parties and prior representations and clearly indicate clearance status.
- Attorney-ready intake summaries: generate comprehensive briefs for attorneys ahead of consultations.
- Scheduling support & follow-up: match to available attorneys and set up confirmed consultations, with no-show follow-ups.
Quick Start
Ask for the prospect's basic details, perform an initial qualification, and prepare an attorney-ready intake summary before the consultation.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: agency-legal-client-intake Download link: https://github.com/anavvanzin/Research/archive/main.zip#agency-legal-client-intake Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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