What problem does it solve?
Client intake is often slow and inconsistent, causing students to spend too much time transcribing and organizing details instead of analyzing the case; this skill structures the interview, detects cross-area issues and conflicts, and produces a formatted intake summary the student can review with supervision.
Core Features & Use Cases
- Practice-area routing & templated questioning: Determines the likely practice area and runs the corresponding intake template, using supervisor-provided guides when available.
- Cross-practice issue spotting: Flags issues outside the initial practice area while the intake is being gathered.
- Conflict checks & triage classification: Surfaces potential conflicts and classifies urgency (Urgent, Time-sensitive, Standard, May be out of scope) without making acceptance decisions.
- Deadline logging handoff: When timelines are mentioned, emits copy-paste-ready deadline entries for the deadlines skill to deduplicate and track.
Quick Start
Use the client-intake skill to generate an Intake Summary for a new client by starting the conversation with the client’s story and letting the workflow route to the right practice-area template.
