client-intake

To create a structured legal aid intake summary, run the client-intake skill with the case id from eligibility clearance. It routes facts to practice-area templates, runs conflict checks, and classifies urgency for managing-attorney review.

The best way to run a conflict check during client intake is to use a structured workflow that executes the full conflict check per office requirements. This skill enforces that workflow automatically while generating the formatted case summary.

Urgency classification for civil legal aid cases sorts matters into Emergency, Time-sensitive, or Standard categories. The intake skill assigns these classifications during case summary generation to ensure appropriate managing-attorney routing.

Yes, you can use practice-area templates to flag cross-area legal issues during intake. The skill selects the right intake template and flags overlapping issues as refer, supplement, or flag-only for managing-attorney review.

Yes, you must complete eligibility screening first. The intake skill runs only after eligibility clearance and propagates funder-source matrix data and screening flags into the final review-ready case summary.

Funder restrictions are applied to a legal aid case summary by propagating the funder-source matrix and funding-restriction flags from eligibility screening. This ensures the intake write-up respects all funding limitations during managing-attorney review.