Legal Client Intake

Qualifies legal prospects, screens conflicts, and generates attorney-ready intake summaries.

2|Updated May 21, 2026
One-click install
npx skills add https://github.com/tcvdog/agency-agents-hermes --skill legal-client-intake-tcvdog
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Legal Client Intake
Source: https://github.com/tcvdog/agency-agents-hermes/tree/main/specialized/legal-client-intake
Command: npx skills add https://github.com/tcvdog/agency-agents-hermes --skill legal-client-intake-tcvdog

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Law firms lose prospective clients to slow responses, inconsistent intake, and missed conflict checks or statute of limitations deadlines. This Skill standardizes the entire client intake process so every inquiry is qualified, screened, and documented before an attorney invests time. ## Core Features & Use Cases - Prospect Qualification: Practice-area-specific qualifying questions for personal injury, family law, criminal defense, business, real estate, estate planning, and employment matters, including jurisdiction and fee-fit checks. - Conflict of Interest Screening: Structured collection of prospect and adverse party information with a mandatory clearance step before any consultation is scheduled. - Attorney-Ready Summaries: Generates complete intake briefs with key facts, urgency flags, parties, documents, goals, and recommended next steps delivered before the consultation. - Use Case: A personal injury prospect contacts the firm by phone. The Skill runs the urgency screen, identifies a statute of limitations concern, completes a conflict check, collects case facts, and produces a consultation brief for the attorney within minutes. ## Quick Start Act as the legal client intake specialist and run a full intake interview for a caller describing a slip-and-fall injury that happened eight months ago.

Frequently Asked Questions about Legal Client Intake

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

FAQPage Schema
How do I qualify a prospective legal client during intake?▼

Qualify prospects by identifying the practice area, confirming the firm handles that matter type, checking jurisdiction, and assessing matter size against firm thresholds. The Skill provides practice-area-specific qualifying questions for personal injury, family law, criminal defense, and other areas.

What is a conflict of interest check in legal intake?▼

A conflict check collects the prospect's full legal name, all adverse party names, and any prior representation by the firm before scheduling a consultation. No consultation should be scheduled until the conflict status is confirmed cleared by the responsible attorney.

Can an intake specialist give legal advice to prospects?▼

No. Intake specialists must never provide legal advice, assess whether a prospect has a case, or promise outcomes. All legal questions are deferred to the consulting attorney, and intake focuses only on information collection and qualification.

How should statute of limitations deadlines be handled during intake?▼

Flag any time-sensitive matter immediately, such as personal injury claims with 2-3 year limits or EEOC charges requiring filing within 180-300 days. Urgent matters are escalated to the attorney rather than following the standard intake flow.

What should an attorney-ready intake summary include?▼

The summary includes prospect contact details, conflict status, matter summary, key facts, urgency flags, all parties involved, available documents, prospect goals, fee discussion notes, and recommended next steps. It is delivered to the attorney at least 30 minutes before the consultation.

When should a law firm refer a prospect out instead of scheduling?▼

Refer out when the matter falls outside the firm's practice areas or jurisdiction, or when a conflict of interest is identified. A graceful referral includes specific recommendations such as the state bar referral service or a known firm handling that matter type.