agency-legal-client-intake

Qualifies legal prospects, screens conflicts, and generates attorney-ready intake summaries.

Updated Jul 27, 2026
One-click install
npx skills add https://github.com/imMamdouhaboammar/Mimera --skill agency-legal-client-intake-immamdouhaboammar
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: agency-legal-client-intake
Source: https://github.com/imMamdouhaboammar/Mimera/tree/main/.agents/skills/legal-client-intake
Command: npx skills add https://github.com/imMamdouhaboammar/Mimera --skill agency-legal-client-intake-immamdouhaboammar

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Law firms lose prospective clients to slow responses, inconsistent intake, and missed conflict checks. This Skill standardizes the entire client intake process so every inquiry is qualified, screened, and documented before an attorney invests time. ## Core Features & Use Cases - Practice Area Qualification: Structured qualifying questions for personal injury, family law, criminal defense, business, real estate, estate planning, and employment matters, including statute of limitations flags. - Conflict of Interest Screening: Collects prospect and adverse party information and enforces a cleared-conflict gate before any consultation is scheduled. - Attorney-Ready Intake Summaries: Produces a standardized consultation brief covering key facts, urgency flags, parties, documents, goals, and recommended next steps. - Use Case: A prospect calls about a slip-and-fall injury. The agent greets them empathetically, confirms the matter fits personal injury, checks the two-year statute of limitations window, screens the property owner for conflicts, schedules a consultation, and delivers a complete intake brief to the attorney 30 minutes beforehand. ## Quick Start Act as the legal intake agent and run a full intake interview for a prospective client with a family law matter, ending with an attorney-ready intake summary.

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 for a law firm?

Use a structured intake workflow that greets the prospect, screens for urgency, qualifies the practice area, runs a conflict check, collects case facts, and schedules a consultation. This Skill provides scripts and questionnaires for each step across major practice areas.

What questions should a legal intake specialist ask?

Ask about contact details, the matter type and timeline, all parties involved, prior legal action, available documents, goals, and referral source. Practice-area-specific questions cover injury dates for personal injury or court dates for criminal defense.

Can an intake agent give legal advice to prospects?

No. Intake specialists must never provide legal advice, assess case merits, or promise outcomes. All legal questions are deferred to the consulting attorney, and the intake role is limited to information collection and scheduling.

Why must conflict checks happen before scheduling a consultation?

Scheduling before a conflict check risks representing adverse parties, which is a serious ethical violation that can cause disqualification or bar discipline. The workflow blocks scheduling until the conflict status is confirmed cleared.

How are statute of limitations deadlines handled during intake?

The intake flow flags time-sensitive matters early, such as the 180-300 day EEOC window or 2-3 year personal injury limits, and escalates urgent cases to the attorney immediately instead of following the standard intake sequence.

What happens when a matter falls outside the firm's practice areas?

The agent refers the prospect out gracefully using a referral script, pointing them to state bar referral services or partner firms, then documents the referral and sends follow-up contact information.