client-intake

Generate structured legal-clinic client intake summaries with practice-area routing and conflict flags.

Updated May 26, 2026
One-click install
npx skills add https://github.com/yachela/claude-for-legal-ar --skill client-intake-yachela
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/yachela/claude-for-legal-ar/tree/main/legal-clinic/skills/client-intake
Command: npx skills add https://github.com/yachela/claude-for-legal-ar --skill client-intake-yachela

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill reduces the time spent structuring first-pass client information by producing a consistent intake summary with cross-area issue spotting, conflict flags, and triage classification for attorney review.

Core Features & Use Cases

  • Structured intake workflow: Routes the conversation into practice-area specific question sets and captures the client’s narrative before legal categorization.
  • Cross-practice-area issue spotting: Flags issues outside the initial practice area as explicit “cross-area flags” for professor decision-making.
  • Conflict and supervision guardrails: Surfaces opposing/related parties and positional conflicts, and records supervision/queue flags based on configured triggers.
  • Deadline-aware deliverables: When deadlines are identified in the intake, emits copy-paste-ready deadline blocks for logging in the deadlines skill.
  • Verification prompts: Creates a checklist for the student to verify key facts and deadlines against documents and notices.

Quick Start

Run /legal-clinic:client-intake and answer the intake questions with the client’s words and any documents or dates you have.

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 narrative?

A legal intake summary is generated by routing the client narrative into practice-area question sets, capturing facts, and categorizing them into a triage-ready format with cross-area issue spotting and conflict flags for review.

How does cross-practice-area issue spotting work during a legal intake interview?

Cross-practice-area issue spotting flags legal issues outside the initial practice area as explicit cross-area flags during intake, ensuring professors can make informed routing decisions.

Can I automatically generate conflict checks and supervision flags for a legal clinic intake?

Yes, the Skill automatically surfaces opposing and related parties to identify positional conflicts, recording supervision and queue flags based on triggers configured in your practice-area templates.

How do I log deadlines identified during a client intake interview?

When deadlines are identified during intake, the Skill emits copy-paste-ready deadline logging blocks that can be directly transferred to your deadlines tracking system.

Do I need configured practice-area templates to use this legal intake Skill?

Yes, the Skill requires loading practice-area templates and supervision guidance from a configured CLAUDE.md file to properly route intake questions and apply supervision guardrails.