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agency-legal-client-intake

Collect prospect data, perform conflict checks, and generate attorney-ready intake summaries.

Updated Apr 15, 2026
Search Tags:#compliance#scheduling#prospect qualification#legal intake#conflict check#intake summary
One-click install
npx skills add https://github.com/anavvanzin/Research --skill agency-legal-client-intake
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: agency-legal-client-intake
Source: https://github.com/anavvanzin/Research/tree/main/cowork/integrations/antigravity/agency-legal-client-intake
Command: npx skills add https://github.com/anavvanzin/Research --skill agency-legal-client-intake

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about agency-legal-client-intake

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate legal client intake and conflict checks before scheduling a consultation?▼

Automate legal client intake by collecting prospect data, screening for adverse parties, and delivering attorney-ready summaries before scheduling. This enforces strict conflict clearance and ethical guidelines while reducing time-to-first-contact.

What is the best way to qualify legal prospects across different practice areas?▼

Qualify legal prospects by gathering contact details, matter type, urgency, deadlines, and goals. This structured process supports personal injury, family law, criminal defense, business litigation, real estate, and estate planning matters.

Can I generate attorney-ready intake summaries automatically from prospect data?▼

Generate attorney-ready intake summaries automatically by translating collected prospect information into comprehensive briefs. Attorneys receive these structured briefs ahead of consultations to improve case preparation and conversion rates.

How do legal intake workflows handle no-show follow-ups and consultation scheduling?▼

Legal intake workflows handle scheduling by matching prospects to available attorneys and setting up confirmed consultations. The process includes automated no-show follow-ups to maintain engagement and recover missed appointments.

Does automated legal intake enforce ethical guidelines and conflict clearance for new matters?▼

Automated legal intake enforces ethical guidelines by performing strict conflict checks that identify adverse parties and prior representations. It clearly indicates clearance status before scheduling to ensure compliance.

What information do I need to collect for a structured legal client intake process?▼

Collect essential prospect data including contact details, matter type, urgency, deadlines, and goals for a structured legal client intake. This information drives qualification, conflict checks, and comprehensive attorney briefs.

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