client-intake

Structure client intake conversations into review-ready legal case summaries with triage inputs.

109|20|Updated Mar 7, 2025
One-click install
npx skills add https://github.com/stakwork/stakgraph --skill client-intake-stakwork
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/stakwork/stakgraph/tree/main/mcp/skills/legal-clinic/client-intake
Command: npx skills add https://github.com/stakwork/stakgraph --skill client-intake-stakwork

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill turns unstructured client conversations into organized, review-ready intake summaries while helping students identify practice-area issues, cross-area concerns, conflicts, deadlines, and supervision needs without deciding whether the clinic accepts the case.

Core Features & Use Cases

  • Structured Interviews: Routes the conversation to immigration, housing, family, consumer, or other practice-area intake questions.
  • Issue Spotting and Triage: Identifies cross-practice-area concerns, conflict-check flags, urgency classifications, deadline handoffs, and supervision triggers.
  • Review-Ready Summaries: Produces a formatted case summary with key facts, documentation needs, jurisdictional notes, verification prompts, and a next-steps decision tree.
  • Use Case: Use it when a new clinic client describes a housing dispute involving a possible eviction deadline, immigration concern, or threat from a landlord, so the student can capture the facts and route the matter for appropriate review.

Quick Start

Use the client-intake skill to interview and summarize this new client's situation, identify cross-practice-area issues and deadlines, and prepare the case for student and professor review.

Frequently Asked Questions about client-intake

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

FAQPage Schema
How do I structure client intake interviews for legal clinics?

You can triage new-client interviews by routing the conversation through practice-area questions, capturing facts, spotting issues, and preparing a formatted case summary for review without making acceptance decisions.

Can I use this for issue spotting across housing and immigration matters?

Yes, issue spotting works across immigration, housing, family, and consumer matters, identifying cross-practice-area concerns, conflict-check flags, urgency classifications, and deadline handoffs during the intake process.

What is the best way to prepare legal case summaries for supervision routing?

The best way to prepare supervision routing summaries is to format intake conversations into structured outputs with key facts, documentation needs, jurisdictional notes, verification prompts, and a next-steps decision tree for professor review.

Does the client intake process handle deadline tracking and conflict checks?

Yes, the client intake process handles deadline tracking by identifying urgency classifications and deadline handoffs, and performs conflict checks by flagging potential conflicts during the interview triage phase.

What are the limitations of using automated intake summaries for legal advice?

A key limitation is that automated intake summaries must not provide unreviewed legal advice or make case acceptance decisions; they require explicit practice-area context, jurisdictional guidance, and professional supervision before acting on outputs.