client-intake

Structure legal clinic client intake with practice-area routing and conflict flags.

Updated May 19, 2026
One-click install
npx skills add https://github.com/jrhueiueng/codex-for-legal --skill client-intake-jrhueiueng
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/jrhueiueng/codex-for-legal/tree/main/plugins/jrhueiueng/codex-for-legal/skills/legal-clinic__client-intake
Command: npx skills add https://github.com/jrhueiueng/codex-for-legal --skill client-intake-jrhueiueng

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Intake interviews and write-ups in legal clinics waste time on transcription and missed issues, slowing down case triage and burdening students.

Core Features & Use Cases

  • Structured intake + practice-area routing: Guides the intake conversation to the correct practice-area template, including cross-area issue spotting when the client’s facts span multiple domains.
  • Conflict-flag and triage outputs: Surfaces potential conflicts for professor review and classifies urgency (Urgent, Time-sensitive, Standard, or May be out of scope) without deciding acceptance.
  • Deadline handoff: Extracts any deadlines mentioned in the intake and emits copy-paste-ready deadline entries for logging, minimizing re-transcription errors.
  • Supervision-guarded draft summary: Produces a formatted intake summary with verification prompts and guardrails so the student can analyze and the professor can supervise.

Quick Start

Run the client-intake skill to generate a formatted intake summary, including cross-area flags, conflict checks, triage classification, 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 clinic client intake interview?

To structure legal clinic intake, load the clinic configuration and practice templates, then follow a defined 7-step workflow that routes the interview to the correct practice-area template and spots cross-area issues.

What is triage classification in a legal clinic intake process?

Triage classification in legal clinic intake categorizes case urgency into Urgent, Time-sensitive, Standard, or May be out of scope, surfacing potential conflicts for professor review without deciding case acceptance.

How do I extract and log deadlines during a client intake interview?

Extract deadlines during client intake by capturing mentioned dates and emitting copy-paste-ready deadline entries for logging, which minimizes re-transcription errors and ensures accurate deadline handoff.

Can I use this workflow for student supervision and case summary review?

Yes, this workflow supports student supervision by producing a supervision-guarded draft summary with verification prompts, allowing students to analyze the intake while professors review and supervise the case.

What do I need to run a practice-area routed intake interview?

To run a practice-area routed intake interview, you need to load the clinic configuration file and practice templates, which provide the structured routing logic and cross-area issue spotting framework.

Does the intake workflow decide whether to accept a new legal clinic case?

No, the intake workflow does not decide case acceptance; it only classifies triage urgency and flags potential conflicts for professor review, leaving the actual acceptance decision to the clinic supervisor.