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intake

Collect structured client and case details into a confidentiality-scoped intake record.

35|19|Updated May 15, 2026
Search Tags:#conflict of interest#legal intake#client confidentiality#legal clinic#case triage#cross-area issue spotting#referral decision
One-click install
npx skills add https://github.com/betobetico/claude-para-abogados --skill intake-betobetico
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: intake
Source: https://github.com/betobetico/claude-para-abogados/tree/main/clinica-juridica/skills/intake
Command: npx skills add https://github.com/betobetico/claude-para-abogados --skill intake-betobetico

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill structures a new legal-clinic intake so you can quickly collect client facts, identify cross-area legal issues, and decide whether the case should be accepted or referred.

Core Features & Use Cases

  • Structured client data capture: Gathers required client identity, contact, language, and financial situation along with case details like urgency and supporting documents.
  • Conflict-of-interest checking: Reviews whether the client or opposing party has prior clinic history and whether team members have personal relationships.
  • Cross-area issue spotting: Flags transversal red flags such as violence of gender, minors at risk, data protection problems, consumption, labor implications, and more.
  • Referral decision routing: Determines whether the clinic can handle the matter or must refer to legal aid duty (turno de oficio) or a specialist.

Quick Start

Use the intake skill when the user says "new client" and provide the initial client or blank form data to generate the confidential intake record.

Frequently Asked Questions about intake

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

FAQPage Schema
What is legal intake conflict-of-interest screening and when do I need it?▼

Legal intake conflict-of-interest screening reviews whether a new client or opposing party has prior clinic history or team relationships. You need it during new client onboarding to ensure ethical compliance before accepting a case.

How do I structure a legal clinic intake to assess jurisdiction and urgency?▼

To structure legal clinic intake, collect client identity, contact details, financial situation, case urgency, and supporting documents. This produces a complete intake record with jurisdiction assessment for supervisor review.

Can I use structured intake to spot cross-area legal issues like minors at risk or labor implications?▼

Yes, structured intake flags transversal red flags during onboarding, including violence of gender, minors at risk, data protection problems, consumption issues, and labor implications for comprehensive case triage.

What's the best way to handle case triage and referral decisions for a legal clinic?▼

Case triage and referral decisions are handled by evaluating whether the clinic can accept the matter or must route it to legal aid duty (turno de oficio) or a specialist based on the structured intake assessment.

Does legal intake require confidentiality scoping for the client intake record?▼

Yes, legal intake requires producing a confidentiality-scoped ficha de cliente. This ensures client confidentiality is maintained throughout the intake record and follow-up actions including memo, research, and client confirmation.

What follow-up actions should a legal intake record generate for supervisor review?▼

A legal intake record should generate follow-up actions including memo creation, research tasks, deadlines registration, and client confirmation. These actions ensure guardrails compliance and proper case management after triage.

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