client-intake

Structures legal clinic client intake interviews into formatted case summaries with triage classification.

Updated Jun 17, 2026
One-click install
npx skills add https://github.com/tk1cntt/PhapChe --skill client-intake-tk1cntt
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/tk1cntt/PhapChe/tree/main/docs/claude-for-legal-main/legal-clinic/skills/client-intake
Command: npx skills add https://github.com/tk1cntt/PhapChe --skill client-intake-tk1cntt

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Legal clinic intake consumes hours of student time on interviewing, write-ups, and issue spotting while waitlists grow. This Skill structures the intake conversation, produces the case summary, flags conflicts and cross-area issues, and classifies triage urgency so students spend time on analysis instead of transcription. ## Core Features & Use Cases - Practice-Area Routing and Templates: Routes the client's problem to immigration, housing, family, or consumer intake question sets, with support for supervisor-customized templates in references/intake-templates. - Cross-Area Issue Spotting and Conflict Flags: Detects issues outside the primary practice area (e.g., immigration flags in a housing intake) and surfaces opposing-party and positional conflicts for professor review. - Triage and Deadline Handoff: Classifies matters as Urgent, Time-sensitive, Standard, or out of scope, and emits copy-paste-ready deadline entries for the deadlines skill. - Use Case: A clinic student interviews a tenant facing eviction who mentions immigration threats from the landlord; the Skill produces a formatted intake summary with the housing issue, the cross-area immigration flag, a conflict check section, and a pre-filled deadline block for the eviction court date. ## Quick Start Start a new client intake by telling the assistant the client's situation and optionally hinting the practice area, then answer the structured interview questions to receive a formatted intake summary.

Frequently Asked Questions about client-intake

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

FAQPage Schema
How do I run a structured legal clinic client intake interview?

Start the intake by describing the client's situation, optionally with a practice-area hint. The Skill routes to the appropriate practice-area template (immigration, housing, family, or consumer), asks the structured questions, and produces a formatted intake summary.

What does the client intake summary include?

The summary includes the client's narrative, legal issues with citation provenance tags, key facts with documentation status, conflict check flags, triage classification, supervision flags, verification prompts, and deadline handoff blocks when deadlines surface.

Does the intake skill decide whether to accept a case?

No. The Skill explicitly does not decide case acceptance, resolve conflicts, or give legal advice during intake. It structures the gathered information so the student analyzes and the supervising professor makes the acceptance decision.

Can I customize intake questions for my clinic's practice areas?

Yes. Supervisors can place practice-area-specific question sets in references/intake-templates/ as markdown files, or create a guide via the build-guide skill. Without these, the Skill uses default question sets for immigration, housing, family, and consumer matters.

How does the intake handle deadlines discovered during the interview?

When the intake surfaces a deadline such as a hearing date or response window, it emits a copy-paste-ready deadlines --add block per deadline. Computed jurisdictional deadlines are marked VERIFY so the student and supervisor confirm the date.

What are the limitations of automated client intake summaries?

The summary is an AI-assisted draft requiring student verification and attorney review. Legal conclusions are starting hypotheses tagged for verification, facts must be confirmed against documents, and privilege markings must be preserved when distributing the summary.