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alexchlou
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client-intake

Automates initial client interviews for legal clinics, flagging conflicts and extracting deadlines across practice areas.

2|1|Updated May 13, 2026
Search Tags:#deadlines#client#intake#legal workflow#issue spotting#conflict check
One-click install
npx skills add https://github.com/alexchlou/codex-for-legal --skill client-intake-alexchlou
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/alexchlou/codex-for-legal/tree/main/plugins/legal-clinic/skills/client-intake
Command: npx skills add https://github.com/alexchlou/codex-for-legal --skill client-intake-alexchlou

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) components.

What problem does it solve?

This Skill simplifies the legal client intake process by structuring interviews and identifying critical issues efficiently.

Core Features & Use Cases

  • Structured Intake Workflow: Guides users through practice-area-specific questions for new clients.
  • Issue Spotting & Cross-Area Flags: Detects relevant legal issues and cross-practice concerns during the interview.
  • Conflict Check & Prior Client Review: Flags potential conflicts of interest against existing clients.
  • Deadline Identification: Extracts upcoming deadlines from client information for documentation.
  • Use Case: When starting a new client interview, initiate this Skill to gather case details, flag risks, and organize deadlines for case management.

Quick Start

Run the client-intake skill to begin structured client data collection and issue analysis.

Frequently Asked Questions about client-intake

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

FAQPage Schema
How do I streamline legal client intake and issue triage?▼

Streamline legal client intake by automating initial interviews, gathering structured case information, spotting issues across practice areas, and flagging conflicts to ensure thorough documentation and risk awareness.

What is the best way to perform a conflict check during client intake?▼

Perform a conflict check during client intake by automatically flagging potential conflicts of interest against existing clients while gathering structured case details through the interview workflow.

How do I identify legal deadlines when collecting new client information?▼

Identify legal deadlines by extracting upcoming dates from client information during the intake process, ensuring critical time-sensitive actions are highlighted for case management documentation.

Can I use structured intake templates for multiple legal practice areas?▼

Yes, you can use structured intake templates for multiple legal practice areas, enabling cross-area issue spotting and practice-area-specific questions to guide new client interviews.

How do I automate initial client interviews for a legal clinic?▼

Automate initial client interviews for legal clinics by running a structured workflow that collects case information, detects relevant legal issues, and flags deadlines across diverse practice areas.

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