legal-client-intake
CommunityStreamline legal prospects and accelerate client onboarding.
Legal & Compliance#case summary#legal intake#conflict check#law firm#client qualification#prospect management
Authorkayroalexandre
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill addresses the challenge of efficiently qualifying legal prospects, collecting comprehensive case details, and managing conflicts during client intake.
Core Features & Use Cases
- Prospect Qualification and Screening: Guides users through questions to identify applicable practice areas and potential disqualifiers.
- Conflict of Interest Checks: Collects detailed party information to prevent conflicts before scheduling consultations.
- Attorney-Ready Summaries: Builds detailed case briefs for attorneys to quickly assess prospects before meetings.
- Use Case: A law firm receives a new inquiry, and this Skill helps qualify the matter, run conflict checks, gather case details, and prepare a concise intake summary for the attorney.
Quick Start
Input the prospect’s details and case description to generate a comprehensive intake summary for attorney review.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: legal-client-intake Download link: https://github.com/kayroalexandre/kayrogomesoff/archive/main.zip#legal-client-intake Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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