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client-intake

Routes client interview answers to practice-area templates and generates case summaries with conflict flags.

183|37|Updated May 15, 2026
Search Tags:#client intake#student supervision#case summary#conflict check#legal clinic#deadline capture#practice-area routing
One-click install
npx skills add https://github.com/zhou210712/claude-for-legal-ZH --skill client-intake-zhou210712
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: client-intake
Source: https://github.com/zhou210712/claude-for-legal-ZH/tree/main/legal-clinic/skills/client-intake
Command: npx skills add https://github.com/zhou210712/claude-for-legal-ZH --skill client-intake-zhou210712

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill structures legal client intake by routing questions to relevant practice areas, capturing cross-domain issues, flagging potential conflicts, and producing a formatted case summary for student analysis and instructor review.

Core Features & Use Cases

  • Practice-Area Routing: Determines the relevant practice-area intake flow based on the client’s description, and tracks cross-area issues rather than treating them as an error.
  • Cross-Practice Issue Identification: Detects out-of-domain legal issues while running the primary intake template and records them as separate flags for guidance.
  • Conflict Checks & Referral/Classification: Produces an interest-conflict section for instructor review and assigns triage categories (urgent, time-sensitive, standard, possibly out-of-scope).
  • Deadline Capture (Required Deliverable): When intake reveals deadlines, outputs copy-pastable deadline blocks for the legal-clinic workflow.

Quick Start

Ask the AI to run the client intake workflow for a new client interview using this skill and generate a formatted intake summary including conflict flags, triage classification, and any deadline blocks if deadlines are mentioned.

Frequently Asked Questions about client-intake

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

FAQPage Schema
How do I structure legal clinic client intake to capture key facts and conflicts?▼

Cross-practice issues are tracked as separate flags rather than treated as errors, allowing the primary practice-area intake flow to run while recording out-of-domain matters for later guidance and referral assessment.

How do I run a conflict check during a new client intake interview?▼

A conflict check runs during intake by evaluating captured client facts against clinic configuration, producing a dedicated interest-conflict section for instructor review alongside the main case summary.

Can I triage urgency and capture deadlines from legal intake interviews?▼

Urgency triage classifies matters as urgent, time-sensitive, standard, or possibly out-of-scope, while deadline capture generates copy-pastable deadline blocks when trigger dates are revealed during the intake process.

Does client intake routing work for matters spanning multiple practice areas?▼

Practice-area routing determines the primary intake flow based on the client's description and actively tracks cross-area issues as separate flags, preventing multi-domain matters from being discarded as errors.

What are the limitations of automated case summary generation for student supervision?▼

Automated case summaries flag conflicts and out-of-scope matters for instructor review rather than resolving them, meaning student supervision still requires manual validation of triage categories and cross-practice referrals.

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