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new-matter-intake

Generate structured matter drafts and conflict checks from client inquiries.

Updated Mar 24, 2026
Search Tags:#structured data#legal automation#client intake#matter drafting#conflict checking
One-click install
npx skills add https://github.com/venturecrane/ss-console --skill new-matter-intake
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: new-matter-intake
Source: https://github.com/venturecrane/ss-console/tree/main/operator/skills/new-matter-intake
Command: npx skills add https://github.com/venturecrane/ss-console --skill new-matter-intake

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires smokeball, m365-mail, and includes scripts (resource) and references (resource) components.

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>.

Frequently Asked Questions about new-matter-intake

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

FAQPage Schema
How do I automate new client intake and matter drafting from email inquiries?▼

You can automate client intake by running the skill with a message ID to generate structured matter drafts and perform conflict checks. It processes new client inquiries directly from email data exchanged via Smokeball and M365 mail connectors.

Does legal intake automation work with Smokeball and Microsoft 365 mail?▼

Yes, this intake automation operates with Smokeball and M365 mail connectors for data exchange. It requires Hermes and these specific connectors to function properly and process new client inquiries.

What is automated conflict checking and how does it work during client intake?▼

Automated conflict checking performs read-only checks against existing matters and contacts during client intake. It scans your current database to minimize the risk of conflict before a new matter is opened.

Can I generate non-committal acknowledgment replies for new client inquiries automatically?▼

Yes, the skill drafts non-committal acknowledgment replies for human review and response. It creates these drafts based on the new client inquiry data, ensuring data integrity while keeping a human in the loop.

What are the limitations of automated matter intake for law firms?▼

The main limitation is that it requires specific dependencies like Hermes, Smokeball, and M365 mail connectors to function. Additionally, acknowledgment drafts are non-committal and require human review before sending a response to the client.

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