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client-intake

Generate structured legal-clinic client intake summaries with conflict checks and triage classification.

Updated Dec 4, 2025
Search Tags:#student supervision#legal intake#conflict check#practice area routing#deadline extraction#case triage#client interview
One-click install
npx skills add https://github.com/PolliticalSolutions/political-portal --skill client-intake-polliticalsolutions
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/PolliticalSolutions/political-portal/tree/main/.claude/skills/legal-clinic/client-intake
Command: npx skills add https://github.com/PolliticalSolutions/political-portal --skill client-intake-polliticalsolutions

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Intake interviews waste time on transcription and missed issue-spotting; this Skill structures the interview, flags conflicts, and produces a formatted case-summary draft for student analysis and professor review.

Core Features & Use Cases

  • Structured intake workflow: Routes the client conversation to the correct practice-area template, while actively listening for cross-area issues.
  • Conflict-check and triage support: Surfaces opposing/related-party and positional conflict indicators and classifies urgency for clinic processing.
  • Deadline handoff deliverable: When a timeline deadline appears, emits a copy-paste-ready /legal-clinic:deadlines --add block so students don’t re-transcribe due dates.

Quick Start

Run /legal-clinic:client-intake and answer the interview prompts to generate a formatted intake summary draft with triage, conflict flags, 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 create a structured legal intake summary from a client interview?▼

To create a structured legal intake summary, route the interview conversation to the matching practice-area template to identify cross-area issues and generate a formatted case-summary draft for student analysis and professor review.

How does conflict check triage work during a legal clinic intake?▼

Conflict check triage during a legal clinic intake surfaces opposing and related-party positional conflict indicators, then classifies case urgency to produce a reliable starting record for clinic processing and student supervision.

What is the best way to extract deadlines during a legal client intake?▼

The best way to extract deadlines during a legal client intake is to process the interview for timeline dates, which emits copy-paste-ready deadline blocks so students avoid re-transcribing due dates.

Can I use practice area routing for legal clinic case triage with new clients?▼

Yes, you can use practice area routing for legal clinic case triage with new clients, as the workflow applies to intake interview sessions and draft write-ups to classify urgency and flag supervision triggers.

Are formatted case summaries suitable for student supervision and professor review?▼

Yes, formatted case summaries are suitable for student supervision and professor review because the intake workflow produces a reliable starting record that includes supervision flag triggers and cross-area issue spotting.

When should I not use automated legal intake routing for case triage?▼

You should not use automated legal intake routing for case triage when a client interview lacks sufficient timeline or party information to surface conflict indicators, classify urgency, or generate a reliable starting record.

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