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client-intake

Automate client intake and conflict screening for law firm matter openings.

18|5|Updated Mar 20, 2026
Search Tags:#onboarding#compliance#conflict-check#engagement-letter#client-intake#matter-opening
One-click install
npx skills add https://github.com/judicialmind/legal-skills --skill client-intake-judicialmind
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/judicialmind/legal-skills/tree/main/skills/client-intake
Command: npx skills add https://github.com/judicialmind/legal-skills --skill client-intake-judicialmind

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Automates the client intake and onboarding workflow for law firms, reducing manual data gathering and ensuring consistent risk screening.

Core Features & Use Cases

  • Client Screening: initial intake questions, capacity assessment, and red-flag identification.
  • Conflict Checking: comprehensive party and matter searches with documented results.
  • Engagement Documentation: templates and guidance for engagement letters, fee structures, and retainers.
  • Matter Setup: matter opening workflow, team assignment, and system configuration.
  • Use Case: A firm opens a new matter, runs a conflict check, generates an engagement letter template, and sets up the matter in the practice-management system.

Quick Start

Submit a new client intake with the required details to start the matter opening workflow.

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 and conflict screening for a new matter?▼

Automated client intake applies initial screening questions, performs capacity assessments, and identifies red flags. It conducts comprehensive party and matter searches to document conflict checks before matter opening.

Can I generate engagement letters and fee structures during the law firm onboarding process?▼

Yes, client onboarding includes engagement documentation. The process provides templates and guidance for engagement letters, fee structures, and retainers to streamline matter setup.

Does this client intake workflow support corporate, litigation, and employment practice areas?▼

Yes, the intake and conflict checking workflow applies across new matter openings in corporate, litigation, and employment practice areas, covering intake forms and matter setup.

How do I set up a new matter and assign a team in a practice management system?▼

Matter setup configures your practice management system through a defined matter opening workflow. This handles team assignment and system configuration following client screening and conflict checks.

What is the best way to document conflict check results for compliance?▼

Comprehensive conflict checking performs party and matter searches with documented results. This ensures consistent risk screening and compliance during the client intake process.

What do I need to submit to start the matter opening workflow?▼

You need to submit a new client intake with the required details. This initiates the matter opening workflow, triggering conflict checks and engagement letter generation.

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