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client-intake

Structure client intake interviews and generate formatted case summaries.

1|Updated Jun 27, 2026
Search Tags:#client intake#issue spotting#case summary#legal clinic#structured interviewing
One-click install
npx skills add https://github.com/bomday/projetao-tatico --skill client-intake-bomday
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/bomday/projetao-tatico/tree/main/claude-for-legal/legal-clinic/skills/client-intake
Command: npx skills add https://github.com/bomday/projetao-tatico --skill client-intake-bomday

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires ~/.claude/plugins/config/claude-for-legal/legal-clinic, and includes scripts (resource) and references (resource) components.

What problem does it solve?

Client intake is a time-consuming process. This Skill streamlines intake by structuring interviews, identifying cross-area issues, and producing formatted case summaries, allowing students to focus on analysis.

Core Features & Use Cases

  • Structured Interviews: Utilizes practice-area templates for interviews, ensuring comprehensive information gathering.
  • Cross-Area Issue Spotting: Identifies issues spanning multiple practice areas during the intake process.
  • Formatted Case Summaries: Outputs a structured summary for analysis and review by legal professionals.

Quick Start

Start a new client intake by using the client-intake skill with the appropriate practice area hint.

Frequently Asked Questions about client-intake

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

FAQPage Schema
How do I automate client intake for a legal clinic?▼

Automating legal client intake requires structuring interviews with practice-area templates to systematically gather information and output formatted case summaries. This approach standardizes the process, reducing manual effort.

How does cross-area issue spotting work during client interviews?▼

Cross-area issue spotting works by analyzing structured intake responses to identify legal issues spanning multiple practice areas simultaneously. This mechanism ensures comprehensive case evaluation during the initial information gathering phase.

What is the best way to structure case summaries for legal clinic review?▼

The best way to structure case summaries is by using automated intake templates that format interview data into a standardized output. This ensures consistent documentation for legal professionals to review and analyze.

Do I need specific configuration files to run structured legal interviewing?▼

Yes, structured legal interviewing requires specific configuration files for practice areas and intake templates. These dependencies define the interview structure and enable automated issue spotting within the Claude framework.

Can I use practice-area templates for different types of legal intake?▼

Yes, you can use practice-area templates for different types of legal intake by configuring the appropriate practice area hints. This allows the intake process to adapt to various legal domains while maintaining structured information gathering.

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