new-matter-intake
OfficialStreamline new client intake with structured drafting and conflict checking.
Authorventurecrane
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the intake process for new clients, generating structured matter drafts and conflict checks, reducing manual labor and minimizing risk of conflict.
Core Features & Use Cases
- Structured Matter Drafting: Automatically generates structured matter drafts based on new client inquiries.
- Conflict Checking: Performs read-only conflict checks against existing matters and contacts.
- Acknowledgment Drafting: Creates non-committal acknowledgment drafts for human review and response.
- Use Case: For a law firm, this Skill can be used to process new client inquiries efficiently, ensuring data integrity and conflict-free intake.
Quick Start
Run the new-matter-intake skill with the message ID of the new client inquiry: hermes run new-matter-intake --inquiry <message-id|path>.
Dependency Matrix
Required Modules
smokeballm365-mail
Components
scriptsreferences
💻 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: new-matter-intake Download link: https://github.com/venturecrane/ss-console/archive/main.zip#new-matter-intake Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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