client-intake

Structure legal clinic client intake into formatted case summaries with cross-area flags.

9.1k|1.8k|Updated Apr 21, 2026
One-click install
npx skills add https://github.com/anthropics/claude-for-legal --skill client-intake-anthropics
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/anthropics/claude-for-legal/tree/main/legal-clinic/skills/client-intake
Command: npx skills add https://github.com/anthropics/claude-for-legal --skill client-intake-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Client intake is slow and repetitive, and important cross-area issues and conflicts can get missed when students spend time transcribing instead of analyzing.

Core Features & Use Cases

  • Structured intake workflow: routes the intake to a practice-area template, runs the right questions, and produces a formatted case summary.
  • Cross-area issue spotting: flags issues that arise outside the initial practice area as they appear in the client’s story.
  • Conflict and triage readiness: surfaces conflict-check prompts and classifies urgency for professor-controlled next steps.

Quick Start

Run the /client-intake skill to interview the client, route to the correct practice-area template, and generate a formatted intake summary with cross-area flags, conflict-check notes, and any required deadline blocks.

Frequently Asked Questions about client-intake

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

FAQPage Schema
How do I structure a legal intake interview into a case summary?

To structure a legal intake interview into a case summary, you can use a stepwise workflow that routes client facts to a practice-area template and outputs an attorney-reviewable formatted summary.

How does cross-area issue spotting work during legal client triage?

Cross-area issue spotting during legal client triage works by analyzing the client's narrative to automatically flag legal issues that fall outside the initial practice area as they appear.

What is the best way to extract deadlines from legal intake write-ups?

The best way to extract deadlines from legal intake write-ups is to process the client facts through a structured workflow that identifies timelines and emits copy-paste-ready deadline entries.

Can I use this for legal clinic conflict checks and urgency triage?

Yes, you can use this for legal clinic conflict checks and urgency triage. It surfaces conflict-check prompts and classifies case urgency for professor-controlled next steps.

Do I need practice-area templates to generate a clinic-ready case summary?

Yes, you need practice-area templates loaded into the configuration. The Skill requires these templates to route intake interviews and produce formatted, attorney-reviewable case summaries.

Why does client intake require cross-area issue spotting?

Client intake requires cross-area issue spotting because important issues can get missed when students spend time transcribing instead of analyzing the full scope of the client's story.